Create orders from a spreadsheet

[Mr Zinbar]

I have a customer who wants us to ship about 200 orders to her client list for Christmas. She has a excel file of the addresses. What is the best way to get SEOM to create an order for the item to each address?

Thanks

Earl

[Sean Lawson]

We’ve done this before by creating a generic cart and importing it that way via a CSV file you’ll have to go in and map the fields out which isn’t hard at all but once you get it right, it’s one click of a button and you import all the orders. We’ve also done this if we need to create a massive purchase order we just create a customer order for the products we want and then the purchase order system shows that they’re needed.

Do you have an opportunity where I can earn more of your business? 

Sean Lawson, President

(C) 606-434-7980

(P) 800-646-1086

(F) 877-975-1064

www.ThePublicSafetyStore.com

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[John Frazar]

Sean gave the best answer - save the excel file as a CSV file and then create a Generic Order import mapping for it.  Once you do that, create a new "generic" shopping cart and assign the template to that cart adn then you're ready to import.  It's a one time setup, but once its setup you can use that Excel/CSV file as a template for orders coming from anyone else.

Here's the full documentation on how to do this. If you need help, give us a call on Monday and we can show you how to do it.  
https://stoneedge.com/kb/articles/generic-carts-order-import-template/

John Frazar

[mr.z...@gmail.com]

Thank you both for getting back so quick. This is a big help.

Earl

[Sean Lawson]

That’s what we are here for Earl. 

If I can help in any way please Let me know. 

Do you have an opportunity where I can earn more of your business? 

Sean Lawson, President

(C) 606-434-7980

(P) 800-646-1086

(F) 877-975-1064

www.ThePublicSafetyStore.com

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