6.6. Import Orders (Professional and Enterprise Edition)
From now you can not only place your orders list separately in the file but also transfer orders from a file to the store via Import wizard option in Store Manager for Magento, Professional and Enterprise Editions.
Press an option from the top toolbar and choose [Import] to move to the import steps of the wizard:
or use the context menu in the "Orders" page and select the necessary action from the drop-down context list.
The initial step of the wizard requires the path to the import file to be specified. Use the open folder icon to find necessary allocation.
The "Use Configuration" field helps to use in the process of importing the previously saved import configuration file. The triangle option opens the drop-down list with saved configurations in the wizard directly and the [Load Setting] button allows to upload the configuration from a separate file.
By using the same option you can also clear all configurations list or delete the one you have selected before. In case uploading file from an external source by using the full URL path, check the second action.
You can also upload import file by specifying HTTP URL to file.
Make sure the HTTP URL to the import file is reachable and openable in the web space before continuing (simply download it in the browser).
In case you try to upload the file from the FTP server, mark the third action and specify the necessary FTP details as server name, FTP username, and password.
Make sure you use proper protocol and port number to connect. Find the file for import on the FTP server with the open folder icon.
Check if you use the correct FTP credentials in the "Preferences" section of Store Manager with [F12] on keyboard. Press [Test Connection] to verify it.
To import orders from Google spreadsheets, connect to your Google drive and select file to import.
The second step of the wizard allows to set delimiter character between fields data. You can check its correctness in the preview table, as it is shpwn on the illustration below.
If the file to import contains names in the first row, such as Order_ID , State, Coupon_code etc.:
mark with the tick the following lower field:
Click the [Next] button to proceed. Select the necessary store view which you want to import data to. If the orders details are different for each store view, select the checkboxes from a list to update.
In most cases you need the "Default store view" field to be checked. Move to the base formats page, where you can see the main date and time separators. Leave these fields by default.
After some values have been changed and you got an error on the following Preview step, return back to this page and press [Set Default] to restore default settings.
Linking page allows to assign columns from a file with the relevant fields from your store database.
A message, which you can see in the illustration below, contains a warning notification on the possible incompatibility of the data that is importing from the outdated version of shopping cart.
In order to transfer all data correctly, we recommend to contact our support center for further assistance. If your version of Magento shopping cart is updated, the following message will be absent.
Take into account the orders identification area below:
Open the drop-down list to choose one of the following variants:
Note: by using the Enterprise Edition of Store Manager for Magento, the possibility to get the customer details will be available in the field, as shown below. If you check this field, you should specify the customer data identifier as well :
Important, if you select "Import customer data" in Professional Edition and import orders related to the customers that are not existing in the "Customers" section of Store Manager (such customers are not created), the order details will be added but nonexisting customers will not be imported to the Customers list!
Specify corresponding column number opposite each store database field on the left pane.
The fields with the assignment will be imported only! Use expression formula to modify imported details:
If you need more information or any help during expression creating, click the [Help] button or press [F1] on your keyboard.
Take a note, fields related to the orders comments can be linked and imported since the last program update (starting from ver.3.9.0:2017):
Starting from the updated version of Store Manager for Magento (v.3.16.0.:2231) you can see a message on the compatibility of the old versions of the Magento with the new ones, namely about the issues with some fields of the order importing details.
Recommendation: contact our support center to get qualified assistance during the import orders process.
On the "Preview Import" step, you can see the tabular data which will be transferred. You can narrow down the scale of importing, indicating the rows number of starting / ending.
Move to the last step of the wizard, where you can make the final preparation to the main process, i.e. shutdown computer once the import is completed, cache import data, save the import configuration file to the wizard directly.
You can also save the import configuration to a separate file, or remove the configuration from a list.
To start import, press the [Import] button. In the result window, you can see the report on executed procedure.
Hit [Finish] to exit from the wizard.