Importing Order to OE

Posted by: Nick Sciabica

Importing Order to OE - 05/06/10 12:20 PM

Does anyone have an example CSV for importing orders to OE?

I run into a lot of "invalid" field arguments, I would like to know exactly what OE is looking for, especially on the details.

Trying to get my orders from my webstore to Adagio. I do not want another 3rd party software or extra expense...
Posted by: Softrak Support

Re: Importing Order to OE - 05/06/10 12:25 PM

Yes, sample data installs sample CSV files that match each of the 6 default template styles.

There are notes about the purpose of each field that can be imported and what happens if it is not selected. This technical tip for Importin into any Adagio program can be accessed from the Technical tip here. It is a zip file with Word documents pertaining to imports in each application.
Posted by: Nick Sciabica

Re: Importing Order to OE - 05/06/10 02:48 PM

Thanks for the quick reply.

It seems that the zip file(filled with PDFs) contains many helpful tips. However, I do not see any pertaining to OE. Only: AJ, AP, BR, GL, IC, IN, SQ, SR.

The CSV files I have may be the wrong ones (oeorder2.csv, oeorder3.csv,...). They don't seem to be of much help.

Is it possible to add multiple items to an imported order in OE?
Posted by: Softrak Support

Re: Importing Order to OE - 05/06/10 02:55 PM

Hmm really? OK thanks for letting us know.

Absolutely you can have 2 or more items on a single imported order. The first row of the import file would be the header (starting with an H). The second row could be the first item (starting with a D for Detail). The third row could be another item (another D line). Have as many details as you need. You can also have M, C or I lines for Misc Charges, Comments or Instructions (respectively). You can also have B or S lines to import specific BillTo or ShipTo addresses - these would need to be positioned in between the header and the details.

The samples you referred to such as oeorder2.csv are indeed those that we ship. For example, oeorder2.csv is an example of an order that has an alternate ship-to address and 4 items (with four separate detail rows, each starting with a D).
Posted by: Nick Sciabica

Re: Importing Order to OE - 05/06/10 03:07 PM

Ahh, I think I get it! I assumed that the entire import (for a single order) had to be in 1 row, and the details would have to occupy a single cell. Which is how my webstore exports frown

Sorry, I don't have much experience in this area.

So, if there were multiple orders in the CSV file Adagio would know it's the next order when it gets to another "H"?
Posted by: Softrak Support

Re: Importing Order to OE - 05/06/10 03:14 PM

You got it. Adagio OE imports have information for a single order with sections on different rows. And the next order is determined by the header H row.