Importing Orders into SD Connect

When orders are made on a channel not listed in our integrations, they can still be imported from a CSV file.

SD Connect can import order information from a CSV file. This is a text file, but can also be opened and edited in a spreadsheet such as Excel. To import a file, you must first tell SD Connect which information you would like to import.

Orders imported into SD Connect from external sources aren't affected by our KPIs - the time to dispatch is up to you. You are also responsible for ensuring they are paid for, whether before dispatch or after.

To create a new import configuration for a new import file type or source, you will need an example file to use.

1. Open the settings menu.
2. Select 'imports'.
3. Click on the 'add configuration' button.
4. In the 'add import configuration' dialogue, select the 'import type' of 'order'. 
5. If you wish, you can click on the link to 'download csv template' if you wish to review the fields that can be accepted, or to populate a copy of the file to make the import easier.
6.  When you have a CSV file ready to import, click on the 'upload' button, and locate the file in the browse window, before clicking 'open'.
7. Click the 'analyse & map' button to get SD Connect to review the data in the file for errors.
8. A 'data preview' will be loaded. It this shows the data in the file correctly, then move onto the 'field mapping' section below it. 
9. The left hand column lists the column headings in the file you uploaded, the right hand column shows which SD Connect field it has been matched to. SD Connect will automatically match fields if their name matches the name of the field precisely.
10. To create a mapping:

• Select the name of the CSV heading in the 'CSV field' drop down.
• Select the SD Connect field you want to map it to in the 'map to' drop down list.
• Click 'map field' to create the mapping.
• Both fields will be removed from the drop down, and the list will be updated.

11. If you want to remove a mapping:

• Locate the line in the list of fields.
• Click on the 'x' to the right.
• Confirm that you want to delete the mapping.
• Both fields will be come available in their drop down lists.

12. When you are satisfied that all fields have been mapped, click on the 'add configuration' button.

13. You will be returned to the 'imports' screen, now listing your import configuration.

Once a configuration has been created and used once, it can be reused multiple times.

1. In SD Connect, open the settings menu.

2. Select 'imports'. 

3. Locate the import configuration you want to use. It should show the status as 'ready to import'.

4. Click on 'ready to import'.

5. Locate the file to import, and click on 'open'. The import's status will then change to 'import in queue'. 

6. When the import is complete, you can check its progress by looking at the logs. To do this, click on the logs link.

7. The list that is shown gives you the dates and times the import has been run. Click on 'view' to open the selected import log.

8. When you have finished reviewing the logs, click 'cancel' to return to the list, and 'cancel' again to return to the import configurations.