Import and update existing orders

In this article

The following article outlines the functionality available within the contact importer tool.

• Overview
• Key points
• Using the importer
• All columns and rules

Overview

Arlo allows you to import and 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 event instructions to be sent automatically.

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.

Key points

• 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.
• Supports matching and updates existing order details.
  
• 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 sending order related communication where changes are detected. 
• 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"

Using the importer

• Open the Orders menu.
  
• 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.

All columns and rules

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.
• All fields have a maximum number of characters that they will accept. Typically this is either 63 or 127 characters. 
• If an import fails with an 'Inner Exception' error, look for a field in your import file that exceeds this character limit then edit it down.