Import orders from a file

Upload a CSV or Excel order file with an import template and follow the import jobs.

If a customer sends orders as a file, you can import them into X-Sitter. You upload a CSV or Excel file together with an import template. The upload creates an import job that creates or updates the orders and their lines in the background. Under Import - Jobs you see the progress of all imports.

Screenshot: Page "Import Orders" with template selection, file field and preview

Before you start

Your user needs the order importer permissions: Upload to import files, Import - Jobs to see the job list. Ask your administrator.
A saved import template for this file format. See Order import templates.
The SKUs in the file must exist as articles for the client, otherwise the lines cannot be picked. See Article overview.

Step by step

Upload a file

Open Orders › Upload (Aufträge › Upload). Alternatively click Use (Benutzen) next to a template in Orders › Import - Templates.
Choose the Template (Vorlage).
Choose the File (Datei) – .csv, .xls or .xlsx.
Click Load preview (Vorschau laden) and check the Preview (Vorschau) on the right: are the columns mapped correctly?
Click Start Import Job (Import-Job starten). You see Job erstellt (job created) and the status In Warteschlange ... (queued).

Screenshot: Loaded preview of an order file with mapped columns

Follow the import jobs

Open Orders › Import - Jobs (Aufträge › Import - Jobs).
The list shows per job: Template (Vorlage), Status, created (erstellt), started (gestartet), done (fertig) and File (Datei).

Statuses

Status	German UI	Meaning
Pending	Wartend	The job was created and is waiting to be processed.
In progress	In Arbeit	The job is being processed.
Finished	Fertig	Done. The job shows how many lines were imported.
Failed	Fehlgeschlagen	An error occurred. The job shows the details.
Repeat	Wiederholen	The job is being tried again.

What the import does

The file is read and its structure (rows or blocks) is recognised.
The field mapping of the template is applied.
For each order number, an order is created for the client assigned to the template (or your own company if the template has no client). New orders get status Open.
If an order with the same order number already exists for this client as a manual/imported order, it is updated instead.
The stock of the affected articles is recalculated.

New and updated orders appear in the order overview right away. From there you continue with creating a picklist.

Good to know / Troubleshooting

Message	Cause	Solution
Bitte erst die Vorschau laden (load the preview first)	You started the job without a preview.	Click Load preview first.
Bitte Vorlage wählen oder speichern (choose or save a template)	No template is selected.	Choose a template or create one.
Template oder Datei fehlt (template or file missing)	Template or file is missing.	Choose both and upload again.
Fehler beim Anlegen des Jobs (error creating the job)	The job could not be created.	Try again.
No jobs were found (Es wurden keine Jobs gefunden)	No import has been started yet.	–

Rows without an order number are skipped. Make sure the order number column is mapped in the template.