Notes:

  • 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”.


Field

Is Field Required?

Additional Details

CustomerNumber

Yes

  • This value must be an exact match to an external identifier on one of the customers in your CRM

OrderNumber

Yes

  • Equates to Invoice Number. Must be lower than your MIS start number

Contact Name

No

  • If filled in, it must be an exact match to a contact under the corresponding customer or the import will fail

Receiver

No

  • If filled in, it must be an exact match to a user in your system

OrderDate

Yes

  • If not applicable, enter the Invoice Date

InvoiceDate

Yes


PurchaseOrderNumber

No


TaxTypeName

Yes

  • 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

Yes

  • Total of the order including tax

OrderItemNumber

Yes

  • DocketManager numbering format must be used:
    i.e.
    Order#1000
    1st Item #10001
    2nd Item #10002
    etc.

ItemPrice

Yes

  • Total of the item not including tax

Quantity

No

  • If one is not provided, "1" will be used for the quantity.

Description

No


StockName

No


StockSize

No


StockColor

No


StockFinish

No


StockWeight

No


FinishSize

No


RunSize

No


Note

No