How To

Order Upload

For any orders that were completed between the retailer and the buyer outside of a channel that is connected to ChannelAdvisor, this functionality allows the retailer to add these orders to ChannelAdvisor. Using the following process, offline orders can be created in bulk and will appear in ChannelAdvisor alongside orders imported via ChannelAdvisor integrations.

 

Prerequisites


You should be familiar with the following topics before continuing:

 

Creating an Order File to Import


Please note that all orders created with this upload method will be marked as payment cleared.

  1. Download the ChannelAdvisor Order Upload template .
  2. The template is in Excel (.xls) format. If you have trouble downloading, right-click on the link and choose Save As. .
  3. Populate the file with your offline orders and save it as a text tab delimited (.txt) file.
Bulk Order Upload Template Download

 

Uploading the Order File via the User Interface


  1. In Sales > Upload Orders, select Browse and upload your file.
  2. To check your order file import status, please navigate to Inventory > Upload/Download Status.

 

Importing the Order File via FTP Push


  1. Configure FTP Settings .
  2. Using an FTP client, connect to ftp.ChannelAdvisor.com (for FTP over SSL, connect to ftps.ChannelAdvisor.com ).
  3. Transfer your order file to the /Orders/Import directory.
  4. To check your order file import status, please navigate to Inventory > Upload/Download Status.

 

Upload Spreadsheet Fields Reference:


 

Upload File Field Required/Optional Description
Site NameOptionalYou may provide a Site Name associated with each order. If you do not provide a site name, these will appear as Checkout Direct orders.
Site Order IDRequiredUnique order identifier provided by the site. 50 character limit.
Site Line Item IDOptionalThe identifier of the line item on the marketplace.
Order DateOptionalThe date and time that the sale occurred in UTC time zone.
SKURequiredA valid non-archived and non-parent SKU that exists in ChannelAdvisor.
QuantityRequiredThe quantity of this SKU purchased
Unit PriceRequiredThe sale price of the purchased item in the currency of the ChannelAdvisor Account
Promotion ValueOptionalAmount discounted off of the line item
Recycling FeeOptionalThe recycling fee charged on the item.
Item TaxOptionalThe tax charged on the item. Should be zero (0) for orders that are VAT-inclusive.
ShippingOptionalThe price of shipping for the item in the currency of the ChannelAdvisor Account
Shipping TaxOptionalThe tax charged on the shipping cost. Should be zero (0) for orders that are VAT-inclusive.
Payment TypeOptionalThe payment type of the order. Must match a configured payment type in ChannelAdvisor.
Shipping CarrierRequiredShipping carrier. Must match a configured shipping carrier in ChannelAdvisor. 50 character limit.
Shipping ClassRequiredShipping class. Must match a configured shipping class in ChannelAdvisor. 50 character limit.
Buyer EmailRequiredEmail address of the buyer
Shipping First NameRequiredFirst Name of the Shipping Address
Shipping Last NameRequiredLast Name of the Shipping Address
Shipping Company NameOptionalCompany Name of the Shipping Address
Shipping Address Line 1RequiredAddress Line 1 of the Shipping Address
Shipping Address Line 2OptionalAddress Line 2 of the Shipping Address
Shipping CityRequiredCity of the Shipping Address
Shipping Postal CodeRequiredZip of Postal Code of the Shipping Address
Shipping RegionRequiredRegion or State of the Shipping Address in the ISO 3166-2 standard
Shipping CountryRequiredTwo digit country code of the Shipping Address in the ISO 3166-2 standard
Shipping Phone NumberOptionalPhone number for the Shipping Address
Billing First NameOptionalFirst Name of the Billing Address. If billing address is not provided, shipping address will be substituted.
Billing Last NameOptionalLast Name of the Billing Address
Billing Company NameOptionalCompany Name of the Billing Address
Billing Address Line 1OptionalAddress Line 1 of the Billing Address
Billing Address Line 2OptionalAddress Line 2 of the Billing Address
Billing CityOptionalCity of the Billing Address
Billing Postal CodeOptionalZip of Postal Code of the Billing Address
Billing RegionOptionalRegion or State of the Billing Address in the ISO 3166-2 standard
Billing CountryOptionalTwo digit country code of the Billing Address in the ISO 3166-2 standard
Billing Phone NumberOptionalPhone number for the Billing Address
Fulfillment TypeOptionalAllowed values: ship, pickup, shiptostore, courier

 

Accepted File Formats


The following file formats are supported when uploading your inventory into ChannelAdvisor:

  • Text Tab Delimited (.txt)

For any orders that were completed between the retailer and the buyer outside of a channel that is connected to ChannelAdvisor, this functionality allows the retailer to add these orders to ChannelAdvisor. Using the following process, offline orders can be created in bulk and will appear in ChannelAdvisor alongside orders imported via ChannelAdvisor integrations.

 

Prerequisites


You should be familiar with the following topics before continuing:

 

Creating an Order File to Import


Please note that all orders created with this upload method will be marked as payment cleared.

  1. Download the ChannelAdvisor Order Upload template .
  2. The template is in Excel (.xls) format. If you have trouble downloading, right-click on the link and choose Save As. .
  3. Populate the file with your offline orders and save it as a text tab delimited (.txt) file.
Bulk Order Upload Template Download

 

Uploading the Order File via the User Interface


  1. In Sales > Upload Orders, select Browse and upload your file.
  2. To check your order file import status, please navigate to Inventory > Upload/Download Status.

 

Importing the Order File via FTP Push


  1. Configure FTP Settings .
  2. Using an FTP client, connect to ftp.ChannelAdvisor.com (for FTP over SSL, connect to ftps.ChannelAdvisor.com ).
  3. Transfer your order file to the /Orders/Import directory.
  4. To check your order file import status, please navigate to Inventory > Upload/Download Status.

 

Upload Spreadsheet Fields Reference:


 

Upload File Field Required/Optional Description
Site NameOptionalYou may provide a Site Name associated with each order. If you do not provide a site name, these will appear as Checkout Direct orders.
Site Order IDRequiredUnique order identifier provided by the site. 50 character limit.
Site Line Item IDOptionalThe identifier of the line item on the marketplace.
Order DateOptionalThe date and time that the sale occurred in UTC time zone.
SKURequiredA valid non-archived and non-parent SKU that exists in ChannelAdvisor.
QuantityRequiredThe quantity of this SKU purchased
Unit PriceRequiredThe sale price of the purchased item in the currency of the ChannelAdvisor Account
Promotion ValueOptionalAmount discounted off of the line item
Recycling FeeOptionalThe recycling fee charged on the item.
Item TaxOptionalThe tax charged on the item. Should be zero (0) for orders that are VAT-inclusive.
ShippingOptionalThe price of shipping for the item in the currency of the ChannelAdvisor Account
Shipping TaxOptionalThe tax charged on the shipping cost. Should be zero (0) for orders that are VAT-inclusive.
Payment TypeOptionalThe payment type of the order. Must match a configured payment type in ChannelAdvisor.
Shipping CarrierRequiredShipping carrier. Must match a configured shipping carrier in ChannelAdvisor. 50 character limit.
Shipping ClassRequiredShipping class. Must match a configured shipping class in ChannelAdvisor. 50 character limit.
Buyer EmailRequiredEmail address of the buyer
Shipping First NameRequiredFirst Name of the Shipping Address
Shipping Last NameRequiredLast Name of the Shipping Address
Shipping Company NameOptionalCompany Name of the Shipping Address
Shipping Address Line 1RequiredAddress Line 1 of the Shipping Address
Shipping Address Line 2OptionalAddress Line 2 of the Shipping Address
Shipping CityRequiredCity of the Shipping Address
Shipping Postal CodeRequiredZip of Postal Code of the Shipping Address
Shipping RegionRequiredRegion or State of the Shipping Address in the ISO 3166-2 standard
Shipping CountryRequiredTwo digit country code of the Shipping Address in the ISO 3166-2 standard
Shipping Phone NumberOptionalPhone number for the Shipping Address
Billing First NameOptionalFirst Name of the Billing Address. If billing address is not provided, shipping address will be substituted.
Billing Last NameOptionalLast Name of the Billing Address
Billing Company NameOptionalCompany Name of the Billing Address
Billing Address Line 1OptionalAddress Line 1 of the Billing Address
Billing Address Line 2OptionalAddress Line 2 of the Billing Address
Billing CityOptionalCity of the Billing Address
Billing Postal CodeOptionalZip of Postal Code of the Billing Address
Billing RegionOptionalRegion or State of the Billing Address in the ISO 3166-2 standard
Billing CountryOptionalTwo digit country code of the Billing Address in the ISO 3166-2 standard
Billing Phone NumberOptionalPhone number for the Billing Address
Fulfillment TypeOptionalAllowed values: ship, pickup, shiptostore, courier

 

Accepted File Formats


The following file formats are supported when uploading your inventory into ChannelAdvisor:

  • Text Tab Delimited (.txt)
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