Order Import via SFTP

Overview

You can quickly add orders to the system using SFTP (Secure File Transfer Protocol). This guide covers how to prepare your import file, fill in mandatory fields, validate your data, and upload it.

Template: standard_order_import_template.csv — download it, fill in your data, and upload it via SFTP.

Import file fields

Field	Type	Mandatory	Description
order_reference	String	Yes	Unique identifier for each order
warehouse_code	String	Yes	Code for the warehouse (must exist)
account_code	String	Yes	Account creating the order (must exist)
supplier_code	String	No	Supplier code (must exist if provided)
carrier_code	String	No	Carrier code (must exist if provided)
customer_code	String	Yes	Customer linked to the order (must exist)
expected_date_of_dispatch	String	Yes	Expected dispatch date
address 1-5	String	Yes	Delivery address lines
postcode	String	Yes	Delivery address postcode
notes	String	No	Extra notes about the order
load_reference	String	Conditional	Required if using loads
pick_reference	String	Conditional	Required if using picking lists
line_number	String	Yes	Line number for the order item
product_code	String	Yes	Product code (must exist)
quantity	String	Yes	Number of the product

Preparing and uploading

Prepare the order import file

Ensure your file includes all mandatory fields listed above.

Fill in the mandatory fields

Complete all fields marked as mandatory. Optional fields like supplier_code, carrier_code, notes, load_reference, and pick_reference can be left blank if not applicable.

Validate the data

Verify that all codes (warehouse_code, account_code, product_code, etc.) already exist in the system. Mismatched codes will cause the import to fail.

Save and upload the file

Save your file in CSV or Excel format, then upload it via SFTP.

Incorrect or missing data in mandatory fields will cause the import to fail. Double-check all codes before uploading.

The exact minimum required fields can vary by deployment. If your configuration differs from the table above, your implementation consultant will confirm which fields your feed needs.

What format should the import file be?

The file should be in CSV or Excel format for a successful SFTP upload.

Do I need a load_reference and pick_reference?

These are only needed if your order uses loads or picking lists. Otherwise, leave them empty.

​Overview

​Import file fields

​Preparing and uploading

Overview

Import file fields

Preparing and uploading