Whilst you can create individual Sales Orders (SOs) directly in your account, go to the main menu and select Sales > Orders > Import/Export to create multiple Sales Orders at once, using a CSV template.
The Import Sales Order template can only be used to create new Parked status Sales Orders; it cannot be used to update or edit existing Sales Orders.
Prerequisites for importing Sales Quotes
To create a Sales Orders via CSV import, you first need to ensure the following conditions are met:
The order's customer must exist as a customer record.
The products and services being ordered exist as products in your inventory.
The Order Number being imported does not already exist, including for deleted Sales Orders.
Prefixes in your account's settings will not apply to Sales Orders created via import; the Order Number must be entered into the CSV template exactly as required. Custom Order Numbers, using alternative prefixes or formats, can therefore be used when importing Sales Orders.
Sales Order role permissions
Determine which users can import Sales Orders by enabling the "Import Sales Order" role permission. The user's role will also need to be enabled for "Sales Orders" if they need to make any further edits to the Sales Order after it has been imported.
For more details on the Import Sales Order template's available and required fields, see Import Sales Orders field definitions.
🤓 Tip:
Review the Data Import Checklist and Troubleshooting Import Errors articles to help ensure a successful import.
Limit each CSV template that's imported to 1000 rows of data.
Import Sales Orders
To create new Parked Sales Orders using a CSV template:
From the main menu, go to Sales > Orders > Import/Export.
Select Download Sales Order Template.
Enter the following required details, per Sales Order, in the columns provided in the downloaded CSV template:
Order Number
Customer Code
Line Number
Product Code
Order Quantity
Enter any further details known for each Sales Order in the template's remaining columns, see Import Sales Orders field definitions.
Return to the Orders' > Import/Export page and upload the CSV file via the upload tile displayed.
Monitor the import's progress through the task manager icon found in your account's banner:
Orange circle: Import is in progress.
Green tick: Import has successfully uploaded.
Red cross: Import has finished but has failed.
Once the import is completed, an email will be sent to your user address to confirm the import's status. If the import fails, this email will provide details as to why, so you can troubleshoot the issues and re-attempt importing.
Export Sales Orders
Click on the Export button, found in Sales> Sales Orders > Import/Export, to download all SOs that have ever existed in your account into a CSV format. This SO export provides a comprehensive breakdown of every PO, including those that have been deleted, including the SO's ordered products, prices, quantities, taxes, and totals.
Frequently asked questions
Is there an option to download a single SO as a CSV file?
Is there an option to download a single SO as a CSV file?
Individual SOs cannot be exported into a CSV directly from the SO's page, or the Sales Orders Import/Export page, but you can head to Reports > Sales > Sales Enquiry, and using the "Sales Order Number" filter, filter the report for a specific SO, then export it to a CSV.