Importing orders from Excel or CSV

  • Updated

Upload an Excel or CSV file, match its columns to TRAEDE fields, and TRAEDE creates the orders. Use Simple excel import to create one order for one customer. Use Multiple orders excel import to create many orders for many customers from one file.

There's no template to download. Your file can use any column names in any order, because you match the columns on screen.

Importing one order (Simple excel import)

  1. Go to Sales → Orders and click Import.
  2. Select Simple excel import.
  3. Select the Customer. Check the invoice and delivery addresses.
  4. Choose how to Create orders as, and pick a Drop if your brand uses drops.
  5. Upload your file. Leave First row is header ticked if the first row holds column names.
  6. Match each column in your file to a TRAEDE field. SKU or EAN and Quantity are required.
  7. Click Create order.

Importing many orders (Multiple orders excel import)

Each row in the file says which customer and order it belongs to. Rows with the same order number become one order. The order number in your file only groups the rows: each order still gets a normal TRAEDE order number.

  1. Go to Sales → Orders and click Import.
  2. Select Multiple orders excel import.
  3. Choose how to Create orders as, and pick a Drop if your brand uses drops.
  4. Upload your file.
  5. Match the columns. Customer number, Order number, SKU or EAN and Quantity are required.
  6. Click Create order.

Fields you can import

Field Description Required
SKU or EAN The item code. Upper and lower case don't matter. Yes
Quantity Number of pieces. Decimals are cut to whole numbers. Yes
Customer number Matches the customer's number in TRAEDE. Multiple orders only
Order number Groups rows into orders. Multiple orders only
Unit price The price per piece after discount. Leave it empty to use the customer's normal price. No
Order comments Becomes the external comment on the order. No
Requested delivery date Day-month-year, for example 01-10-2022. No
Shipping cost A number, for example 150.50. No
Payment term The name of a payment term that exists in TRAEDE. No
Custom fields Any order custom fields your brand has set up. No

Formatting rules

  • Prices: write decimals with a dot, like 12.50. See the warning below.
  • Dates: use day-month-year, like 01-10-2022. 
  • Sheets: only the first sheet in an Excel file is read.
  • Order-level values: delivery date, shipping cost, and payment terms must be the same on every row of an order.

Important: A price written with a comma, like 12,50, is ignored without a warning. The order gets the customer's normal price instead. Check your prices after importing if your file uses commas.

Some rows are skipped without a warning:

  • rows with a quantity of zero or less
  • in Multiple orders Excel import, rows with no customer number, order number or SKU/EAN

Fixing errors

Errors appear as pop-up messages. For imports above 100 lines, errors that happen while the orders are created arrive by email instead. Nothing is created until every error is fixed.

Message What to do
Column with SKU or EAN has not been set during mapping.
Column with Quantity has not been set during mapping. 		Match a column to that field.
Could not find a variant matching either SKU or EAN Check the EAN or SKU exists in TRAEDE.
No customer was found with no [x] Check the customer number matches a customer in TRAEDE.
Order [x]: Could not read date 2022-10-01. Should be formatted as date-month-year, e.g. 01-10-2022 Fix the date format.
Order [x]: could not read shipping cost "150,50". Use a number like 150.50 Use a plain number with a dot.
Order [x]: could not find a payment term named "[value]" Use the exact name of a payment term in TRAEDE.
Order [x] has different payment terms (also for delivery date and shipping cost) Use the same value on every row of that order.
You have to order at least [x] pieces of [product] and you are currently only buying [x] Raise the quantity, or ask a user with permission to buy less than product minimum.
You ordered 10 pieces of [product], but only 8 is available. Lower the quantity to what's available.
Placing order in [currency] is not allowed. Check the customer's currency settings.

Orders can also be stopped by the customer's credit limit, a blocked customer or a drop that isn't available.

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