Importing manufacturing orders into your account using a comma-separated values (CSV) file is useful when you need to create multiple production orders. This feature is also useful when switching from another platform as it allows you to import all active orders in one go.
When you import manufacturing orders, the data is converted from the CSV file into orders.
Before you begin
Before you import manufacturing orders using a CSV file, make sure that you’ve added your locations and manufacturers beforehand.
- From your admin account, go to Manufacturing
- Click Import… (top right corner of the screen)
- The following window appears
- Click on Get Template to download the default template
- Fill out the template with the order information
- Click Upload your file when ready
CSV File format
The following table describes which columns must have a value and the default value created automatically if the column is blank.
|Number||Order number. The order numbers must be unique within the same file.|
|CreatedAt (UTC Time – ISO 8601)||Optional: Creation time in UTC. The date must be provided in the ISO 8601 format.|
|LastUpdatedAt (UTC Time – ISO 8601)||Optional: Last modified time in UTC. The date must be provided in the ISO 8601 format.|
|DueAt (UTC Time – ISO 8601)||Optional: Due date in UTC. The date must be provided in the ISO 8601 format.|
|Manufacturer Name||Exact Manufacturer name. The manufacturer must exist before uploading the file|
|Finished Product Id||Optional: Product internal identifier. This field is optional and should only be used if the product does not have a SKU or barcode|
|Finished Product Sku||SKU of the finished product|
|Finished Product Barcode||Barcode of the finished product. This field is optional if the finished product SKU is provided.|
|Production Type (Assembly/Disassembly)||Production order type. Supported values are Assembly, Disassembly|
|Location||The location where to add inventory when the order is completed|
|Quantity||Quantity to produce|
|Yield Quantity (Optional)||Final quantity to produce. This column is optional and can be removed.|
Common import problems
If you have a problem uploading your orders CSV file, see if the problem is listed in the following solutions. If you still have problems, contact our support team for help.
Invalid CSV file. Please check the file format and try again
The uploaded file is not a comma-separated value file. Make sure you can open the file in a text editor and that the headers are correct
Order <order_number> has already been added – please use a different order number
The file contains two different lines with the same order number. Change one of the lines to have a different, unique order number
Order <order_number> the specified manufacturer ‘<manufacturer_name>’ could not be found
The system selects the manufacturer to assign to each production order by name. Make sure the manufacturer exists under the Suppliers tab, under the Contacts page
Order <order_number> the specified location ‘<location_name>’ could not be found
The system selects the location to assign to each production order by name. Make sure the specified location exists before uploading the file