Mass importing Transactions

[Amin Zayani]

Hello everyone,

we are implementing ERPNext now at Fritzing.org and I was wondering how is it possible to import many sales orders at once (like it is possible to import Masters CSVs)?

I download CSVs including customers data, amounts, products, shipping address, prices, in short everything, and I want to import these in a way to ERP Next that I can find them in the sales orders directly.

If this is not possible, is it possible tu use the webnotes framework API to create a sales order with a json request?

Many thanks and keep the awesome stuff!

PS: we are willing to help documenting the API if you help us wrap our head around it.

[Rushabh Mehta]

Hi Amin,

Fritzing.org looks nice :) Welcome to the ERPNext community.

Pushing Sales Orders is a pain right now because our current stable implementation has a lot of the calculations done in the client. We have a brand new code ready that does all calculations on the server and should be easy to push it (but its not yet stable).

If you have all your calculations done, then you can push it via web and JSON. We also had a python client that could do it at one point, but the scheme is really very simple.

All public methods in python can be called by the "cmd" form variable on "server.py".

1. You need to authenticate via: server.py?cmd=login&usr=[username]&pwd=[password]

You will get a return JSON and an session id in the cookie (sid) that you will have to send in all subsequent requests.

2. To push a sales order, you need to call

server.py?cmd=webnotes.model.client.save&doclist=[JSON]

doclist is a list of JSON objects with the main record and item records .. for example a Sales Order might look like

https://gist.github.com/4221700

Some system fields are:

doctype: the DocType (representing the table)

__islocal: will tell the server to Insert instead of Update

parenttype: type of parent record

parentfield: the field name of this type in the parent (there may be multiple uses of this type)

idx: row index

You might have to play around a bit

If you share your client code, we can help you fix it!

best,

Rushabh

W: https://erpnext.com
T: @rushabh_mehta

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