Your customers send orders in whatever format they already use, and retyping those into Allmoxy costs you hours you'll never bill for. The Importer reads the file for you.
In this article- What you can bring in
- Before you start
- Upload your files
- Match your product names
- Match your attribute names
- Create the order
- Pick up where you left off
What you can bring in
The original Import Order tool only accepts CSV files built to the catalog's template. That works, but it means somebody has to reformat every file before it can go in. The NEW Importer skips that step — it uses AI to read the file as it is and work out what your customer is actually asking for.
Right now it accepts ordx, xml, txt, pdf, jpg, jpeg, png, and webp, up to 10 MB per file.
Two things worth knowing up front:
- CSV isn't on that list for now. If your customers send CSVs and the legacy tool is already working for you, stay there for now. You'll find it at Orders → Import Order (Legacy).
- Image files are new and still improving. In theory you can photograph a handwritten or printed order and the Importer will read it. Some of those come through beautifully and some don't yet. To be transparent, this one is still early — treat images as worth trying, not as something to build your workflow around just yet.
Before you start
There's nothing to set up, but a few expectations will make the first import go smoothly.
The Importer is for your team, not currently for your customers. It lives in your internal navigation. Your customers won't see it in their ordering portal — for now they'll keep ordering the way they do today.
It brings in product information only. Products, quantities, sizes, attributes. It doesn't assign the customer, shipping, etc. to the order, so you'll do that yourself at the end just like you do with the legacy CSV importer.
Clean product names pay off here. The AI matches what it finds in the file against your actual catalog names, so the more consistent your catalog naming is, the more matches land in the high-confidence group and the less clicking you do. If your catalog is a little messy, that's normal and it'll still work — you'll just confirm more by hand the first time through.
Upload your files
Head to Orders → Importer. It's flagged NEW, sitting just above Import Order (Legacy).
The Import Tool page opens on step 1. Drag your file onto the drop zone, or click Browse files and pick it. You can drop several files at once if you've got a stack of them — each file becomes its own import, and you'll walk through the matching steps separately for each one.
Your file appears at the top of the Previous imports list while the tool reads it, which takes a moment. Once the Status column says Awaiting product mapping, it's ready — click Continue on that row.
Match your product names <!-- anchor name: match-your-product-names -->
This is where you check the AI's work, and it goes faster than it looks.
The Product Mapping screen lists every product name found in your file, grouped by how confident the Importer is about each match:
- High Confidence Match — near-certain. Usually you can scan these and move on.
- Medium Confidence Match — probably right, worth a look.
- Low Confidence Match — the AI took its best guess. Check each one.
Each row shows the original imported name from the file, a Count, and the catalog product it maps to. Count is the total quantity of that product coming in — a ×8 might be eight identical pieces, or eight different sizes of the same product. Either way, confirming the row once covers all of them.
From here you can:
- Confirm a row to accept the match.
- Confirm all at the top of a group to accept the whole group at once. This is the real time-saver on your high-confidence group.
- Open the dropdown if a match is wrong. Search for the right product, or browse by category — everything appears as pills you can click.
- Skip this one if you don't want that product on the order at all.
One thing to be clear about: a skipped product doesn't get imported. It won't come in blank for you to fix later — it simply won't be on the order. If you want it there, map it, even if the attribute info for it does not get fully mapped.
The counter at the bottom tracks what's left. Once every line is confirmed or skipped, Continue to Match attribute names becomes available.
Match your attribute names <!-- anchor name: match-your-attribute-names -->
Your products are sorted. Now let's make sure their details came through too.
Attributes are the specifics — width, height, depth, edge banding, back material, hinge drilling. The Importer takes whatever the file called them and matches it to the matching attribute in your catalog.
The rows work the same way, with a bit more context: you'll see which catalog product the attribute belongs to, and the attribute type, alongside the imported name. That context matters, because two different products can each have a "Width" that isn't the same attribute. The dropdown only offers attributes that actually belong to that product, so you can't accidentally cross them.
Confirm, Confirm all, re-map, or skip — same as before.
Skipping an attribute behaves differently from skipping a product. The product still comes in, it just won't have that attribute selected. You can fill it in on the order afterward.
Create the order <!-- anchor name: create-the-order -->
Once every attribute is confirmed or skipped, click Create Order. Allmoxy builds the order and drops you straight onto it.
Two things to do before you send it anywhere:
- Set the customer. The Importer doesn't assign one, so choose the company in the order's sidebar.
- Give the line items a quick scan. Check sizes and quantities, and fill in any attributes you skipped along the way.
From there it's a normal Allmoxy order — price it, send it, produce it like any other.
Pick up where you left off <!-- anchor name: pick-up-where-you-left-off -->
You don't have to finish an import in one sitting, which helps when a big file deserves a real review.
Every import lives in the Previous imports table on the Import Tool page, with filters and created and updated date ranges for finding older ones. The Status column tells you where each one stands:
- Awaiting product mapping — ready for step 2.
- Awaiting attribute mapping — you're partway through; step 3 is next.
- Completed — the order exists, and the Order column links straight to it.
Click Continue to resume an unfinished import, or View to open a finished one.
One last thing worth knowing: the Importer remembers the matches you confirm. Import from the same customer next month and more of it should land in High Confidence Match, so you're confirming a group instead of working down a list. It gets lighter over time, not heavier.