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Bulk Import Sales Orders

Stock&Buy offers you the ability to bulk import your sales data making it easier for you to track, organize, and streamline your sales operations.

You can bulk import sale orders into Stock&Buy using the bulk import feature.

To import your orders from a CSV file:

  1. Go to your Sales module.
  2. Click Import at the top-right corner of the page.
  3. A dialog box will appear and choose Import orders from a CSV file.
  4. Download our template.
  5. Fill out the template with your Sales order information.
  6. Upload the modified CSV file back.

Bulk Import orders from Shopify & WooCommerce

Once you have your existing Shopify and/or WooCommerce stores integrated with your Stock&Buy, you also have the option to import your orders from both services.

To do so:

  1. Go to your Sales module.
  2. Click Import at the top-right corner of the page.
  3. A dialog box will appear and choose Import orders from your Shopify/WooCommerce store.
  4. Choose which store you would like to import orders from.
  5. Select a time range.
  6. Click Start.

After clicking Start, your orders will start being imported in the background. You will receive an email once the import is done.

Columns in the CSV file

The CSV file template contains the following format in which you can modify before you upload it back to your account:

Order NumberOrder reference number
Creation date (ISO 8601)Created date in ISO 8601 format. Example: 2021-05-19T09:30:20+00:00.
Is tax inclusiveTrue if the order is tax inclusive. False, otherwise.
Customer nameCustomer name
Customer emailCustomer email
Billing address1Customer billing address
Billing address2Customer billing address
Billing cityCustomer billing address – city
Billing zipCustomer billing address – zip code
Billing provinceCustomer billing address – province
Billing countryCustomer billing address – country
Shipping address1Customer shipping address
Shipping address2Customer shipping address
Shipping cityCustomer shipping address – city
Shipping zipCustomer shipping address – zip code
Shipping provinceCustomer shipping address – province
Shipping countryCustomer shipping address – country
CurrencyOrder currency (USD, EUR…)
Exchange rateExchange rate if the order isn’t in your base currency.
ShipFromLocationLocation from which your products will be allocated / shipped.
NameProduct/line item name
QuantityOrdered quantity
PriceProduct price
Tax (%)Order line item tax percentage
Discount (%)Order line item discount percentage
SkuProduct SKU
Note: The SKU is used to locate the product that is being ordered. Leave this field empty if you want to look products by barcode.
BarcodeProduct barcode
Is paidTrue if the order is paid, False otherwise.
Is shippedTrue if the line item is shipped, False otherwise.
Is refundedTrue if the line item has been refunded, False otherwise.
Is restockedTrue if the item has been refunded and returned back to stock, False if the item has been refunded but wasn’t restocked.
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