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:
- Go to your Sales module.
- Click Import at the top-right corner of the page.
- A dialog box will appear and choose Import orders from a CSV file.
- Download our template.
- Fill out the template with your Sales order information.
- 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:
- Go to your Sales module.
- Click Import at the top-right corner of the page.
- A dialog box will appear and choose Import orders from your Shopify/WooCommerce store.
- Choose which store you would like to import orders from.
- Select a time range.
- Click Start.
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 Number | Order reference number |
| Creation date (ISO 8601) | Created date in ISO 8601 format. Example: 2021-05-19T09:30:20+00:00. |
| Is tax inclusive | True if the order is tax inclusive. False, otherwise. |
| Customer name | Customer name |
| Customer email | Customer email |
| Billing address1 | Customer billing address |
| Billing address2 | Customer billing address |
| Billing city | Customer billing address – city |
| Billing zip | Customer billing address – zip code |
| Billing province | Customer billing address – province |
| Billing country | Customer billing address – country |
| Shipping address1 | Customer shipping address |
| Shipping address2 | Customer shipping address |
| Shipping city | Customer shipping address – city |
| Shipping zip | Customer shipping address – zip code |
| Shipping province | Customer shipping address – province |
| Shipping country | Customer shipping address – country |
| Currency | Order currency (USD, EUR…) |
| Exchange rate | Exchange rate if the order isn’t in your base currency. |
| ShipFromLocation | Location from which your products will be allocated / shipped. |
| Name | Product/line item name |
| Quantity | Ordered quantity |
| Price | Product price |
| Tax (%) | Order line item tax percentage |
| Discount (%) | Order line item discount percentage |
| Sku | Product 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. |
| Barcode | Product barcode |
| Is paid | True if the order is paid, False otherwise. |
| Is shipped | True if the line item is shipped, False otherwise. |
| Is refunded | True if the line item has been refunded, False otherwise. |
| Is restocked | True if the item has been refunded and returned back to stock, False if the item has been refunded but wasn’t restocked. |
