First, the file needs to be a CSV type file set up with the name of the product in the first column and then the names of all the chosen attribute options in subsequent columns. The names must match exactly, down to the capital/lowercase letters.
Here's an example of what a file would look like if I wanted to import an order for a single breadboard into my 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 into their home page of your ordering site, they’ll have a button called “Import Order”. Clicking on it will take them to an Import Data page.
Here, they’ll have the option to choose the order they want to import (from Cabinet Vision, an Excel spreadsheet, etc.). This is where they choose the file they exported and saved.
They will also 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 name of the product and hit NEXT. In the video example, the order is for cope and stick doors, so they would choose “cope and stick doors”.
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!