Configure files from other systems or spreadsheets so that you can import them into Allmoxy.
When importing new orders into your site, having the correct file type and format is crucial. In this case, to import a customer's order into your Allmoxy instance, you will need to use a CSV file with specific column requirements.
The first column of the CSV file should contain the name of the product you wish to import. This is followed by subsequent columns that contain the names of all the chosen attribute options. It's important to note that the attribute option names must match exactly, including capitalization and spelling.
If the product you're importing has hidden attributes (attributes that exist on the product but are hidden from the order-page view), it is important to note that skipping over that attribute is not an option. Each hidden attribute must have a corresponding cell in the import file, even if the information in that cell will not override the default selection. This ensures that the product is imported correctly and that all necessary information is accounted for. Review this article for more help on importing orders with hidden attributes.
You can also reference Order Folders in an import file. If you'd like to nest your products into folders, add a blank column in front of the product name, then fill in each line with the folder name you want that product to be nested under. You'll need to also check the Using Folders setting before importing your file!
To give you a better understanding, let's take a look at an example:
If you wanted to import an order for a single breadboard into your site, the CSV file would have the name "breadboard" in the first column, and subsequent columns would contain the names of the chosen attribute options, such as "size", "color", and "material".
By following this format and ensuring that all attribute options are spelled correctly, your CSV file will be set up correctly for import. This will save you time and help to ensure that your product information is accurately represented on your site.
First, your customer will want to export the order and save it to their computer (making sure it’s a .csv file)
While logged in the customer will hover over the shopping cart and click on the import order function from the drop down menu.
Here, they’ll have the option to choose the order they want to import (from an Excel spreadsheet, etc.). This is where they choose the file they exported and saved.
They may want to check the box “Allow me to match the fields”. This allows them to compare the Allmoxy field names with the field names of their document and match them up. (i.e. their order calls an attribute “edge” and Allmoxy software calls it “edge profile”)
When asked, “Which column contains the product name?” your customer will choose the product name from their file and select Next.
Now they have the ability to match all the field names of the order. They’ll hit NEXT when finished, and the order will be filled in and ready to go!
