<< Click to Display Table of Contents >> Navigation:  System Manager > Data Exchange > DE-T Import Web Storefront Orders

Purpose of Program

Use this program to import Sales Orders downloaded as a CSV file from a web storefront.  Orders can either be directly imported to Sales Orders or first imported to EDI orders so error checking can be run using ED-H Error Report and then convert to Sales Orders using ED-D Convert EDI Orders to Sales Orders

Program Setup

The main screen needs to be populated with the FTP login information where the file generated by the website will be located and the name of the file.  You can indicate a second filename so the initial file can be renamed to prevent conflict if a new order is being saved to the file at the same time it is being downloaded.  You can also indicate which bank account payment records should be posted to and whether to import to the EDI or Sales Order file.  You can manually run the import by clicking the import button or you can save settings and then set this up as a scheduled task.

 

Import File Definition

Clicking the Imp fields button will display the fields required in the import file.  Format required is CSV and single or double quotes must be stripped out of the data and only be used as text delimiters.

 

There are 4 record types and the first character in each line of the import file designates the record type.  C is Customer and is only required for new customers.  H is order header and is required.  L is order line and is required.  A single header can have multiple lines.  P is payment and is only required if payment processing was done online.