Can I import orders into blue from a file I exported from another application?
Yes! blue provides a comprehensive order import function that allows you to import orders from several different file formats including .csv, .xls, xlsx, or .txt. This enables you to export orders from any platform not yet integrated to blue, manage and update orders as needed, and then purchase and print labels in batch.
For added flexibility, blue allows you to set up your data source, define an import mapping template a single time, give it a unique name, and then use this template to quickly import orders each time you have a need. By using this mapping template, you can use the same file structure repeatedly, without having to map fields multiple times. To learn how to import new file using existing mapping, click here.
In this article you will learn:
For demonstration purposes, we use a .csv file; the same steps apply to other supported file formats.
1. Set up a new Data Source
To import orders from a file for which you don't have mapping created already, follow these steps:
1) Log in to your blue account and select Data Sources near the bottom of the left menu.
2) Click 'Create new', as shown in the image below.
3) blue provides you the option to import orders from a data base, file, or a marketplace. For our demonstration (a .csv file), choose 'File'.
4) Name your data source. (We recommend using a name that is an easy reference to your original data source. For example, the name of the store from which you export the file, or the type of orders.
5) Identify the file you are uploading by dragging and dropping your file in the area provided. (You can also use the browse function to identify your file.)
6) If your file contains column headers, check the box. If not, leave it unchecked.
7) When the proper file has been identified, click 'Load data' to proceed to the field mapping steps.
2. Mapping Fields from your Data Source to blue
After you click 'Load data', you are presented with a screen that contains a file preview table (1), drag and drop mapping tables (2), and a label data preview (3), as image below shows.
This screen allows you to complete the field mapping process using one of two techniques:
1) mapping via the preview table or
2) mapping via drag and drop.
As you make changes, the sample label updates so that you can see how a label will look like with your data and mapping.
The technique for completing your field mapping, drag and drop, uses the lower tables. The table displayed on the lower left portion of the screen represents each column from your file; on the lower right, each field supported by blue is displayed.
To complete the mapping, use the following simple procedure:
A) Select a column from the left-hand side (your file)
B) Drag that name from left over to the corresponding blue field on the right.
C) Continue this process for each column and field, reviewing the sample label (bottom right) to validate your mapping choices.
D) To set a default value for any given field, use the blue fields on the right, navigate to your desired field, and double click the ‘Default value’ column. Set the desired value and press Enter.
E) Once you are satisfied with your mappings, click ‘Import’ button in the bottom right corner. This saves your mapping and import orders from your file to blue.
'Import' action saves your mapping and imports orders from the current file to blue. On the Data Sources page, your new mapping will be listed, showing the last imported file name, as the image below shows.
And that is it! You have created new data source and its mapping, and imported first orders.
From here, go to the Orders page where you can manage your orders, update order data, compare postage prices, and purchase and print labels.
To import the new file using existing mapping, click here.
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Please note the following rules:
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