Arlo allows you to import to update existing orders from a spreadsheet using the orders importer.
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 choose for order related communication and course instructions to be sent automatically.
- The importer can update existing orders, but cannot create new ones.
- The order importer supports marking orders as fully paid, it does not support adding partial payments.
- Requires only the InvoiceNumber and PaymentStatus for your update to be successful. Paid orders also require a PaidDate. All other supported columns can be added or omitted as required.
- 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.
- Supports:
- Approving orders when order status in the import file is "Paid"
- Approving orders when order status in the import file is "Approved"
- Cancelling orders when order status in the import file is "Cancelled"
- Sending order related communication when changes are imported.
- Open the Orders menu item.
- Press More... and select Update Orders.
- Click Download the template file and fill it in with the information you would like to import. Ensure you review the columns and rules for using the importer.
- Select the Actions you would like to be completed, based on the import file values.
- Select the Communication you would like to be sent for actions completed and if an import complete notification should be enabled.
- Add your completed CSV import file to the wizard by pressing Browse.
- Press Upload Orders to begin the import. If any errors are detected they will be displayed on-screen.
The following table provides a list of columns that can be included in your import file. The table also includes any additional rules that must be followed for an import to be successful.
- Column headings are not case sensitive.
- If an import fails with an Inner Exception error, look for a field in your import file that exceeds this character limit (typically 64 or 128 characters).
| COLUMN HEADING | REQUIRED | VALUE | NOTES |
|---|---|---|---|
InvoiceNumber |
Yes |
Single line of text |
|
DatePaid |
Only 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. e.g. 1-Mar-1984. |
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 ‘Unpaid’ where ‘Total – AmountPaid > 0’ | |||