If you manage payments from multiple sources, the Payments section in your account offers robust filtering and sorting tools to help you stay organized and efficient. Similarly, effective order management is critical to maintaining smooth business operations. Centralizing all orders in one location not only improves visibility but also streamlines financial oversight.
To import your orders into the platform, simply prepare a CSV file and upload it directly to your account. The process is simple and intuitive, and this guide will walk you through each step.
How It Works
Begin by accessing the Orders tab in the Payments section, and then clicking the “Import as CSV” button.
Next, click Download Sample CSV file, which will help you organize your information and use it as a template before importing. It is also recommended that you review the import guidelines to avoid errors during this process.
For example, currencies should be entered using ISO three-letter codes (e.g., use USD instead of the dollar symbol $)
Once your file is finalized, you can upload it by either dragging and dropping it into the designated area or clicking the hyperlink to browse and select the file.
📌Note: The maximum allowed file size is 5 MB, and multiple files should be uploaded individually.
Next, click Upload & Preview to proceed. If there are any issues in the file, you will be prompted to resolve them before you can continue.
A preview of your orders will now be displayed. Please review the column headers and scan the data for accuracy. If any discrepancies are identified, click Cancel to make the necessary corrections. Once everything appears correct, proceed by clicking the Import Orders button.
The import process will begin immediately, and you can monitor its progress in the pop-up modal. You may close the window at any time, since a confirmation email will be sent once the import is complete.
Your orders will now appear in the list, sorted in descending order by order date. These entries will contribute to your business's total revenue and will be reflected in relevant dashboards and reports.
For each order included in the CSV file, a corresponding transaction record will also be automatically created and linked to the respective order. Additionally, if customer details are included in the CSV file, new contacts will be created where necessary, or orders will be associated with existing contacts based on the provided information.
That's all there is to it! Experience a more efficient order management process by utilizing this feature, and check out the other articles in this section to optimize your financial operations.