create new ticket
check ticket statusImport Location
Please submit a Support Ticket by clicking on the Issue button in the bottom left corner of your DocketManager screen. This import is done by DocketManager and additional fees apply.
The table below outlines each column included in the template file available at the bottom of the page. Additional Details for each column are also provided. Some fields are required for a successful import, these fields are color coded as follows:
Required Fields
| Blue Highlight | Required |
| No Highlight | Not Required |
Field | Additional Details |
CustomerNumber | This value must be an exact match to an external identifier on one of the customers in your CRM. |
OrderNumber | Invoice Number. Must be lower than your MIS start number found in Settings > Accounting > Financial > Order Start Number. |
Contact Name | Must match an existing Contact in CRM > Contacts. |
Receiver | Must match existing licensed user name in Settings > Admin > Account. |
OrderDate | If not applicable, enter the Invoice Date |
InvoiceDate | |
PurchaseOrderNumber | |
TaxTypeName | Must be an exact match to a tax rate in your system If a tax rate does not apply, create a new tax rate named "Import Tax" at 0% and use that for all applicable orders. This tax rate can then be deleted after import |
OrderTotal | Total of the order including tax. |
OrderItemNumber | DocketManager Item Numbering format must be used: i.e. Order#1000 |
ItemPrice | Total of the item not including tax. |
Quantity | If not provided "1" will be used. |
Description | |
StockName | |
StockSize | |
StockColor | |
StockFinish | |
StockWeight | |
FinishSize | |
RunSize | |
Note |
Formatting Guidelines
Please note that this import can only be done in the back-end. After filling out the spreadsheet, please contact our Support Team for assistance.
Trim leading and trailing spaces from the entire sheet. If available, we recommend using the Excel add-in Ablebits to do this.
Column header names must follow the exact same naming scheme as provided or the import upload will fail.
Blank rows are considered empty and skipped by the importer.
It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still “succeed”.
Once imported, these orders will have a status of “Imported Historical Order”.