Order Import to Prodio

Where is the order importer located?🔭 

You can find the order importer by navigating to the "Orders" tab. It's located at the top of the order table.

#TIP: If you don't see the import option, it means it's disabled by default. Please contact us to activate this feature.

How does it work? 

The order import feature allows you to bulk load client orders into Prodio using a CSV file. Upon clicking on the import , you have the opportunity to download a template file.

When opening the template, make sure to select the following options in the spreadsheet:

• Character set - Unicode (UTF-8)
• Separator options - separated by semicolons

Once the file is open, you will see the following columns:

• Client
• Expected delivery date
• External order number
• Product - #TIP: If you're adding products that aren't in the system, remember to turn on the “Create products during file order import” option in settings. If this option is turned off, the import won't proceed.
• 
• Quantity
• Notes for everyone
• Notes not visible to production
• Attributes - #TIP: If you're adding extra fields for orders and products, ensure they have the "Include in import" option enabled and the Attributes column is named exactly like the additional field.
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The mandatory columns to fill in are the client, expected delivery date, product, and quantity. The rest of the columns can be filled according to your preferences.

#TIP: When creating the file, don't delete columns. They must remain in the order generated by the template; otherwise, the import won't proceed. Additionally, there are two important notes:

• If an order with the same external order number exists in both the CSV file and the Prodio database — it will be skipped.
• If one of the imported clients in the CSV file doesn't exist — it will be automatically added to the client database and linked to the order.

To upload the file, click on the field and then hit save.

Here's an example of how a successful import should proceed:

When is importing orders useful? 🤔 

If you have numerous orders to input at once, importing is the quickest way to do it. This avoids manually entering each order individually for each client via the entry form; instead, everything comes from a single file. This will certainly speed up your task when adding jobs and reduce the likelihood of making mistakes during order input.🕑💥

That's all for this guide. We hope the order import will make your job easier, and after reading this article, you'll be a real master at importing. If you have any questions, don't hesitate to let us know!