Arlo allows you to import orders from a spreadsheet using the orders importer. The tool allows you to update the state of existing orders. It can be used for a one-off import or as part of a routine process to keep order records synchronised with another system, e.g. your external accounting system. Once an order has been changed, you can also opt for order related communication and event instructions to be sent automatically.
The following information describes the functionality available within the contact importer tool.
To access the importer;
- Select Orders from the main menu.
- Select Update Orders. Note: The importer is not available if you have Xero integration enabled, and is only available on Arlo Professional and Arlo Enterprise. Contact Arlo Sales if you wish to upgrade.
Hint : Read our Tips and tricks for importing data.
Key Points
The importer;
- Supports importing all fields/columns listed below.
- Requires only the InvoiceNumber and PaymentStatus for your update to be successful. Note: Paid orders also require a PaidDate.
- Matches and updates existing order details.
- The order of columns/fields within your spreadsheet (CSV file) does not matter.
- Column headings are not case sensitive.
- The import file must be a CSV (comma delimited) file type. Use the Save as. feature in Microsoft Excel to save the import file in the correct file type format.
Required Columns
At a minimum you only need to include InvoiceNumber and PaymentStatus for your update to be successful. Paid orders also require a PaidDate.
Columns and Rules
The following table provides a list of columns that can be included within your import file. The table also includes any additional rules that must be followed for an import to be successful.
|
Column Heading |
Required Value |
Value |
Notes |
|
InvoiceNumber |
Yes |
Single line of text |
|
|
DatePaid |
Yes (if marking order as paid) |
Date format: d-mmm-yyyy |
The date the registration was created. Date can be historical.
If null, the current paid date will not be updated. |
|
OrderStatus |
|
Unapproved, Approved, or Cancelled |
|
|
Either |
|||
|
PaymentStatus |
Yes |
Paid or Unpaid |
|
|
Or |
|||
|
Total |
Yes |
Number |
Total value of the invoice including tax. |
|
AmountPaid |
Yes |
Number |
Total amount paid on the invoice including tax. |
|
Payment status will be updated to ‘Paid’ where ‘Total – AmountPaid = 0’ or ‘Upaid’ where ‘Total – AmountPaid > 0’ |
|||
Update Options
The Orders importer can automatically perform these actions based on data in your file;
- Based on importer settings;
- Approve orders when marked as paid
- Approve orders when order status in file is "Approved"
- Cancel orders when order status in file is "Cancelled"
Communication
The Orders importer can automatically send the following communication;
- Based on importer settings;
- Allow cancellation of orders
- Send order cancellation to order contact
- Send tax invoice cancellation to order contact (if invoice marked as sent)
- Send registration cancellations to each registrant
- Allow cancellation of orders
- Approve paid orders
- Send order approval to order contact
- Send event instructions
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