Save time and ensure consistency by importing order information from CSV files
This help article is written for our suppliers and may not be relevant if you are an Avasam seller. To access seller-specific articles, please follow this link.
Avasam can import order information from a CSV file. This is a text file, but can also be opened and edited in a spreadsheet such as Excel. To import a file, you must first tell Avasam what information you want to import. This file can either be uploaded from your PC manually, or Avasam can upload it on a regular basis from an FTP server.
Orders imported into Avasam from external sources aren't affected by our KPIs - the time to dispatch is up to you. You are also responsible for ensuring their are paid for, whether before dispatch or after.
To create a new import configuration for a new import file type or source, you will need an example file to use:
- In Avasam, open the settings menu.
- Select imports.
- Click on the add configuration button.
- Enter a name for the import configuration that will help you see the purpose later.
- In the add import configuration pop-up, select either file or FTP from the drop-down list labelled type.
- File means you have the CSV file on your local PC.
- FTP allows Avasam to access the CSV file from a specific remote/web file server. You will be provided with access details by the Avasam team to manually or automatically add your files into this location.
- In the import type list, select order.
- Click on the link marked download CSV template to review the fields to be used or to populate a copy of the file.
- When you have a CSV file ready to import, click on the upload button and locate the file in the browser window before clicking open.
- Click the analyse and map button to review the data in the file for errors.
- A data preview will be loaded. If this shows the data in the file correctly, then move to the field mapping section below it.
- The left-hand column lists the column headings in the file you uploaded and the right-hand column shows which Avasam field they have been matched to. Avasam will automatically match fields if their name matches the name of the field exactly.
- To create a mapping:
- Select the name of the CSV heading in the CSV field drop-down.
- Select the Avasam field you want to map it to in the map to drop-down list.
- Click 'map field' to create the mapping.
- Both fields will be removed from the drop-downs and the list will be updated.
- If you want to remove a mapping:
- Locate the relevant line in the list of fields.
- Click on the 'x' to the right then confirm that you want to delete the mapping.
- Both fields will become available in the relevant drop-down lists.
- When you are satisfied that all fields have been mapped, click on the add configuration button before being returned to the 'imports' screen. It will now show your newly-added import configuration.
Once a configuration has been created and used once, it can be reused multiple times.
- In Avasam, open the settings menu.
- Select 'imports'.
- Locate the import configuration you want to use. It should show the status as 'ready to import'.
- Click on 'ready to import', then locate the relevant file to import and click on 'open'. The import's status will then be changed to 'import in queue'.
- While the file is being imported, you can check its progress by looking at the logs. To do this, click on the logs link.
- A list will then be shown that gives you the dates and times the import has been run. Click on 'view' to open the selected import log.
- When you have finished reviewing the logs, click 'cancel' to return to the list, then 'cancel' again to return to the main import configurations screen.