How do I import Orders?

Amplifier also allows you to Import Orders. This tool is essential for many Clients.Importing Orders is a very useful tool, and is especially important for those who have successfully crowdfunded using platforms like Indiegogo or Kickstarter.

To Import Orders:

 

  1. Navigate to the Orders page.
  2. Click the "Import" button in the upper right region of the page.
  3. Click the "Choose File" button and select the .csv file you would like to import.
  4. Select the order source in the menu under "Where did these orders come from?"
  5. Click the "Import" button.
  6. Click the import "Status" under the "Import" button drop-down.
  7. Confirm that your orders were successfully imported by reviewing the "Successful" column on the Status page.

 

Import Screen

 

 

 

CSV File

To upload Orders to Amplifier, you must send them as a properly formatted CSV file. (Sample shown below.) If your CSV file contains formatting errors, Amplifier will let you know exactly what failed and why in the Import Status screen.

 

 

 

 

 

Failed Imports

If your CSV file contains formatting errors, Amplifier will let you know exactly what failed and why in the Import Status screen.

 

 

 

The Import Status page will provide feedback on the reason for failure in the event that there is a formatting issue, but understanding the required values will keep those failures to a minimum.

The following values are required:

Field Description Field Type
OrderID
This must be unique to all orders under the selected order source Numeric
OrderDate All standard date formats are accepted (e.g. "08012015") Date
BillingName   Alphanumeric
BillingAddress1   Alphanumeric
BillingCity   Alphanumeric
BillingState This must be the corresponding two-character abbreviation for United States and Canadian addresses. Two Character Abbreviation
BillingPostalCode   Numeric/Alphanumeric
BillingCountryCode Use the corresponding ISO 3166-1 alpha-2 code two-character abbreviation. Two Character Abbreviation
BillingPhone   Phone
BillingEmail   Alphanumeric
ShippingName   Alphanumeric
ShippingAddress1   Alphanumeric
ShippingCity   Alphanumeric
ShippingState This must be the corresponding two-character abbreviation for United States and Canadian addresses. Two Character Abbreviation
ShippingPostalCode   Numeric/Alphanumeric
ShippingCountryCode Use the corresponding ISO 3166-1 alpha-2 code two-character abbreviation. Two Character Abbreviation
ShippingPhone   Phone
ShippingEmail   Alphanumeric
ShippingMethod This must be "Standard Shipping" or match the corresponding UPS description exactly Alphanumeric
SKU   Alphanumeric
Description This should correspond with your item description and be between 1 - 255 characters Alphanumeric
Quantity This should equal the quantity of the item you would like shipped Numeric

 

Though the other fields are not required, it is recommended that you provide all applicable data, particularly related to the item cost, under UnitPrice. If provided, UnitPrice will determine the declared value for all international shipments for the purposes of customs declaration. If not provided, the item's configured price will be used instead. In short, the UnitPrice will determine how taxes are applied by the destination country's customs office, so make sure that is accurate if it differs from your configured item price. The following values are not required:

 

Field Description Field Type
BillingFirstName   Alphanumeric
BillingLastName   Alphanumeric
BillingCompanyName   Alphanumeric
BillingAddress2   Alphanumeric
BillingAddress3   Alphanumeric
ShippingFirstName   Alphanumeric
ShippingLastName   Alphanumeric
ShippingAddress2   Alphanumeric
ShippingAddress3   Alphanumeric
AllowPartialShipment The value should be either "Y" or "N", for yes or no. This will allow for the fulfillment of in stock items in the event that an order includes at least one out of stock item. "Y" or "N"
PackingSlipMessage This will be printed on your packing slip and must be less than 4,000 characters. Alphanumeric
CurrencyCode Use the corresponding ISO 4217 three-character code. If left blank, USD will be used. Alphanumeric
TotalAmount   Alphanumeric
SubtotalAmount   Two Character Abbreviation
DiscountAmount   Numeric/Alphanumeric
TaxAmount   Two Character Abbreviation
ShippingAmount   Phone
LineItemReferenceId   Alphanumeric
UnitPrice   Alphanumeric

 

For orders containing multiple items, the related customer information must be included on the adjacent lines. As a final step, it is also worth sorting by OrderID, as our system will ignore any non-adjacent items as a duplicate order.

It is incredibly important that your data be accurate. You are responsible for the accuracy of your data.

Once orders are successfully imported, there is no guarantee that we will be able to stop fulfillment in the event of an error in your order data. As such, take the time to thoroughly review your .csv file before attempting to import. In the event of one or more orders failing import, just click the red flag in the "FAILED" column on the Import Status page. You will be provided feedback for any values that failed validation. Click the "Download Failed Orders" button at the bottom of the Import Failures summary to download the consolidated list or failed orders. Just correct the issues and attempt import again as needed.