Order import templates

Describe once how the columns of a customer's CSV or Excel order file map to X-Sitter order fields.

An import template describes how the columns of a customer's order file (CSV or Excel) are mapped to the order fields of X-Sitter. You create the template once with a sample file. After that, you can import as many files in this format as you like.

Screenshot: Page "Create / edit template" with configuration, data preview and field mapping

Before you start

Your user needs the permission to edit order import templates. Ask your administrator.
Optional: the client the template should be used for. See Clients.
A sample file from the customer (.csv or .xlsx).

Step by step

Create a template

Open Orders › Create template (Aufträge › Vorlage erstellen).
Under Configuration (Konfiguration) choose Load template (Vorlage laden) to change an existing template, or create a new one (Neue Vorlage erstellen).
Choose the Import file (.csv, .xlsx) (Import-Datei (.csv, .xlsx)).
In Skip lines (Start) (Zeilen überspringen (Start)) enter the number of lines before the header line that are ignored.
For CSV files open Advanced CSV Settings (Erweiterte CSV-Einstellungen) if needed: Separator (Trennzeichen, default ;), text delimiter (Text-Begrenzer, default ") and Escape (default \).
Click Load preview (Vorschau laden). The Data Preview (Daten-Vorschau) shows the file. The structure is recognised automatically:
- Rows (Zeilen) – the first line is the header, every following line is one order line.
- Block – the first column marks head and position lines, usually with HEAD/H and POS/P.
Under Field mapping (Feld-Zuordnung) assign the columns of the file to the X-Sitter fields (see table below).
Enter a Template name (Vorlagenname), for example "Format customer Miller".
In Client Assignment (Zuweisung Mandant) choose the client the orders belong to, or General / No assignment (Allgemein / Keine Zuweisung).
Click Save template (Vorlage speichern).

Screenshot: Configuration block with file, skip lines and the opened advanced CSV settings

Screenshot: Field mapping with columns assigned to order number, SKU and quantity

Manage templates

Open Orders › Import - Templates (Aufträge › Import - Vorlagen). The list shows Name, Structure (Struktur: block or rows), created (erstellt) and updated (aktualisiert). Actions:

Use (Benutzen) – opens the upload with this template preselected.
Edit – opens the template.
Delete (Löschen) – asks whether the template should really be deleted permanently.

Screenshot: Template overview with the "Use" and "Delete" actions

Fields and options

Field	Meaning	Required
Order number (Auftragsnummer)	Groups the lines into orders. Rows without an order number are skipped.	yes
Order number (external) (Bestellnummer (Extern))	The customer's or shop's order number.	no
Order date (Auftragsdatum)	Date of the order; different date formats are recognised.	no
Customer number (Kundennummer)	Customer number of the recipient.	no
Shipping method (Versandart)	Carrier name, max. 32 characters.	no
Delivery address: company, first name, last name, street, addition, postcode, city, country (ISO 2-letter), country (name), e-mail, phone (Lieferadresse: …)	The recipient.	no
Remarks (Bemerkungen)	Remark for the order.	no
Position, Item Number (SKU) (Artikelnummer (SKU)), EAN, Item description (Artikelbezeichnung), Quantity (Menge)	The order lines.	–

Good to know / Troubleshooting

Message	Cause	Solution
No file uploaded (Keine Datei hochgeladen)	No file chosen.	Choose a file.
There are no templates available yet (Es sind noch keine Vorlagen vorhanden)	No template exists.	Create a template.
Bitte Vorlage wählen oder speichern	You tried to import without a saved template.	Save the template first.

A template without a client assignment creates the orders for your own company. If several clients send the same file format, create one template per client so the orders land with the right client.