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 the option from the top toolbar and choose 'Import' to move to the import steps of wizard:

Import orders option

or use the context menu in the Orders page and find the appropriate action from the drop-down context list.

Import/export orders context menu

The initial step of the wizard requires specifying the path to a file which is imported. Use the browse button to find necessary file allocation.

Choose file to import

'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 'Load Setting' button allows to upload the configuration from a separate file.

Choose file to import

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.

HTTP to a file

Make sure the HTTP URL to the import file is reachable and open-able 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.

FTP URL to a file

Check if you use the correct FTP credentials in the Preferences of Store Manager - F12 keyboard - press test connection button to verify.  

Test FTP connection

Make sure you use the properly protocol and port number to connect. Find the file for importing on the FTP server  by using the browse button.

FTP file browse button

The second step of the wizard allows to set delimiter character between fields data  - you can check its correctness in the preview table below.

Previe Import Orders page

If the file to import contains names in the first row such as Order_ID , State, Coupon_code etc. -

Fields name in the first raw

mark with the tick the following lower field:

First row in the csv file

Click 'Next' button to proceed. Select appropriate store view which you want to import data to. If the orders details are different for each store view - check the checkboxes from a list to update.

Select store view to import orders to

In most cases you need only 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.

Base Formats

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' option to restore default settings.

Linking page allows to assign the appropriate columns from a file with the suitable fields from your store database.

Linking step of importing

First of all, select the identifier by which the Store Manager should recognize imported data:

Identifier order by..

Open the drop-down list to choose one of the following parameters:

-increment ID

- order ID.

You can decide whether import customers details during orders transferring  or not by helping with the field below.

Import customers data

If you check this field - specify customer data identifier as well :

Customers identification methods

Please note, if check 'Import customer data' in Professional Edition and import orders related to the customers which are not existing in the Customers section of Store Manager (such customers are not created ) ,

the order details will be added but non-existing customers will not be imported to the Customers list!

Specify corresponding column number opposite each store database field on the left pane.

Linked fields to import

The fields with the assignment will be imported only! Use expression formula to modify imported details:

Expression option

If you need more information or any help during expression creating - click on the  ‘Help’ button in the top or press F1 keyboard.

Help button in the Expression field

Take a note, the fields related to the orders comments can be linked and imported since the last program update (starting from ver.3.9.0:2017) :

Orders comments fields

On the preview 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.

Prevew import orders

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.

Save configuration directly

or to a separate file, remove the configuration from a list .

Save configuration to a file

To start import press the button below. In the result window, you can see the report on executed procedure .

Finish step of import

Hit ‘Finish’ to exit from the wizard.

By eMagicOne Inc.