If you use JOOR, Brandboom or other wholesale ordering platforms, you can easily import your orders into ShowroomHQ via a .CSV spreadsheet file.
There are 4 steps in the import process: Upload, Verify, Preview, and Import
Click on the image play tutorial or to view it full screen.
Step 1: Upload
From Orders click on "Actions" drop menu > "Import Orders"
Choose your data file that you have exported from the other system
Select the brand you will be adding the orders to
Advanced Options: Note the "Duplicate Records" - select whether you wish any duplicates to be "skipped", "duplicated", or "overwritten"
Click "Upload" when complete
Step 2: Verify
This is where you will need to map out your import file. If you use the ShowroomHQ Order Import template, the fields will match accordingly. Scroll down for template download.
Note that not all of the fields are required. The ones that are required are highlighted below *
Order Details
Order Number *
Customer *
Location *
Currency
Sales rep
Source
Description
Season
Season *
Year *
Order Dates
Order Date
Ship Date
Cancel Date
Totals/Units
Units booked
Units shipped
Units cancelled
Total booked *
Total shipped
Total cancelled
Click "Next" when finished mapping out your fields.
Step 3: Preview
This page will allow you to preview your import before actually importing your orders into the system. Here you will see any errors that occurred in the mapping process and if you need to go back to change anything. These will be highlighted with "Error" to show you where the change needs to happen.
A couple examples of issues that could occur:
Incomplete email addresses
Incorrect data mapped ie; an email address in a phone number field
Missing data ie; customer name, order number
If there are no issues in the preview and you are ready to import your orders click "Next". A loading page should appear while you wait for the import.
Step 4: Import
Once the import has been completed, this page will tell you how many orders have been imported, and ones that may have been skipped. You will have the option to download an error report for all of the ones that were skipped. This is nice to download to see where the error occurred and gives you the opportunity to fix those and re-import the missed ones.
Deleting Bulk Import
If you have made a mistake, or want to remove an import, do not make any changes to any of the records that you have just imported. If you do, the system may not allow a proper reversal of the import.
You can bulk delete an import by following the below steps:
Go to Company Settings
Import > Select the import that you wish to remove
Click "Delete records"
As always if you run into any issues with this, please shoot us a message and we can walk you through it - support@showroomhq.com .
Summary Order Import Template
You can download the import templates by following the link: Download Order Import Template. Please follow the instructions provided in the file.