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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.

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Import file fields

FieldTypeMandatoryDescription
order_referenceStringYesUnique identifier for each order
warehouse_codeStringYesCode for the warehouse (must exist)
account_codeStringYesAccount creating the order (must exist)
supplier_codeStringNoSupplier code (must exist if provided)
carrier_codeStringNoCarrier code (must exist if provided)
customer_codeStringYesCustomer linked to the order (must exist)
expected_date_of_dispatchStringYesExpected dispatch date
address 1-5StringYesDelivery address lines
postcodeStringYesDelivery address postcode
notesStringNoExtra notes about the order
load_referenceStringConditionalRequired if using loads
pick_referenceStringConditionalRequired if using picking lists
line_numberStringYesLine number for the order item
product_codeStringYesProduct code (must exist)
quantityStringYesNumber of the product

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Preparing and uploading

1

Prepare the order import file

Ensure your file includes all mandatory fields listed above.
2

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.
3

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.
4

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.
The file should be in CSV or Excel format for a successful SFTP upload.
These are only needed if your order uses loads or picking lists. Otherwise, leave them empty.