Import a File: Use a Saved Map

In this article, we look at how to use a saved map when importing orders from a CSV file. We’ll also look at how to make minor edits to an existing mapping file.

Importing orders using a saved mapping file is a big time saver since you won’t need to create a map from scratch when importing orders from a CSV file that is formatted the same as a previously imported file. This method is best when:

• You regularly import orders into Postsale from a custom order source and the CSV file is always formatted the same way.
• You regularly fulfill orders for a third-party and they always supply you with an identically formatted CSV file. 
• You need to bulk update orders in Postsale. Check out our Import a CSV File: Update Existing Orders in Postsale help article.

Real-World Example

We fulfill orders for STL Dog Saver. They regularly have us ship a T-shirt and a bumper sticker to a list of donors. They always supply us with an identically formatted CSV file containing the Ship To addresses, order information, and shipment details.  

So, when we import the file into Postsale, we use a saved Mapping file so that we don’t have to recreate the mapping each time. We just select the CSV file, choose the correct mapping, and import the orders.  

Before We Begin

This article assumes that:  

• You have previously mapped and imported orders from a CSV file.  
• You have a CSV file formatted exactly the same as the previously imported file.
  • The file should have the same columns with the same names. 
     

Step By Step

Select & Import Your CSV File

1. Select any filter in the Orders Menu. For this example, we selected the All Orders filter. 

   
    

2. Select Import from the Order Actions menu. 

    
    

3. Select your CSV file using one of the following methods: 

   1. Drag and drop your file from your computer into the drag and drop interface.    

      
       

   2. Click in the drag and drop interface. Then, navigate to your file and select it.    

      
       

4. Select the correct CSV store from the Store drop-down menu.

    

5. Click the Import Orders button to begin the import.

Since the file matches the columns mapped in the store, we are good to go! The orders will be imported.

When You Need to Update the Mapping File

In some cases you may need to update the mapping. 

When there isn’t a 100% match to the columns mapped in the store, Postsale selects the store that is most closely mapped to your CSV file and tells you the percentage of the columns that are mapped correctly and lists the columns that need to be updated. 

If the incorrect store is selected, you have the option to select the correct one.

Update the Mapping

1. Ensure that the correct store is selected.

    

2. Click the Edit Mapping link.

    

3. Expand the categories you need to update and make the necessary changes. Then, click Save.

   
    

4. Click the Import Orders button once all your updates are made.

     

The orders will now be imported. Use Notifications to monitor the status of your import.