Importing Data

introduction the importer allows you to import certain data, such as orders, products, customers, gift cards, and subscriptions, from other popular e commerce solutions, such as shopify, to chord oms using templates there is also a batch import tool for importing collections of orders refer to this document for details on the batch importer importing architecture the importer tool in the oms > importer can import four different data types orders products customers subscriptions new import cta, call to action, button used to import data type type of import you are performing state state of the import just performed whether it has failed, completed or in process date fields date of import filter results to filter and narrow out your results columns display of information id click here to see more details about the import details click here to see more details about the import it is the same details as clicking on id importing subscription the importer loads data from uploaded csv files templates csv files are available on the importer page click subscriptions , and the oms will download a template you should copy and paste it into google sheets or excel and use it as a guide 90% of failed imports are due to bad formatting! once you have all your data in your file, save it and download it as a csv file to your computer click new import, select subscriptions in the dropdown, and select your file click create subscriptions fields id during future imports, the importer will raise an error is oms already has a subscription with this value make sure the id is unique interval day, week, month this field is case sensitive if you type day, you would see an error like this invalid subscription interval provided must be day, week, month or year currency ex usd or cad email email address of the subscriber/customer length interval length of the subscription start not required if start date is left blank, the actionable date in the subscription will default to \<todays date> if start date is in the future and actionable date is blank actionable date will be set to start date provided if start date is in the past and actionable date is blank actionable date will be set to start date provided if start date and actionable date is left blank actionable date will be blank billing first name billing information below billing last name billing add 1 billing add 2 billing city billing company billing zip billing phone billing country code billing province code shipping first name shipping information below shipping last name shipping city shipping company shipping zip shipping phone shipping country code shipping province code line item sku make sure that the product listed is spelled exactly the same as in the oms (slug) line item qty number of items in that subscription previous installment count the current position of a customer in a sequential subscription it is not 0 indexed for example, consider a subscription for an assortment was imported the assortment consists of 6 different products where each month, the customer receives a different product in sequence the subscription was imported partway through the assortment cadence the customer already received 4 of 6 installments this value will be 4, meaning that the next installment they should receive is #5 state active or inactive defaults to active if left blank when you activate a subscription, the actionable date will be set based on the interval units for example, if your interval unit is one month, it will set it to \<today's date + 1 month) this field is case sensitive; make sure the spelling is correct, as the import will go through, but the subscription will not create pause true or false actionable date not required the next actionable date will be set based on the start date in the importer row payment method the payment method that is associated to the subscription that payment is required because a subscription cannot be created without a payment method (or source) by default, oms will link the imported subscription to a dummy payment method payment token for payment methods that require a token, the importer will include this value in the payment source created for the payment method for example, if the payment method for a row is soliduspaypalbraintree gateway, the value in the payment token column is inserted in the braintree payment source created for the imported subscription payment token type user id not required the customer's id from your legacy platform this customer id will show in the payment source in the subscription tag not required tag does not have to exist in the oms if you add a tag that does not exist in the oms, the import will create it created at date subscription was created notes not required when a subscription order is created, the notes will display in order information importing customers the importer loads data from uploaded csv files templates csv files are available on the importer page click customers , and the oms will download a template you should copy and paste it into google sheets or excel and use it as a guide 90% of failed imports are due to bad formatting! once you have all your data in your file, save it and download it to your computer as a csv file click new import, select customers in the dropdown and select your file click create customers fields email customer's email address first name customer's first name last name customer's last name address 1 customer's address address 2 customer's address city customer's city zip customer's zip code phone customer's phone country code customer's country province code customer's state created at member since importing orders the importer loads data from uploaded csv files templates csv files are available on the importer page click orders , and the oms will download a template you should copy and paste it into google sheets or excel and use it as a guide 90% of failed imports are due to bad formatting! once you have all your data in your file, save it and download it to your computer as a csv file click new import, select orders in the dropdown and select your file click create orders fields name order number processed at completed at date currency defaults to usd email customer's email note notes displaying in order under order information billing first name customer's billing information billing last name billing address1 billing address2 billing city billing company billing zip billing phone billing country code billing province code shipping first name customer's shipping info shipping last name shipping address1 shipping address2 shipping city shipping company shipping zip shipping phone shipping country code shipping province code lineitem sku sku of product in order lineitem quantity quantity of sku in order lineitem price price of that sku shipping line title stock location name lineitem fulfillment status whether the order is fulfilled or not shipping line price flat rate applied shipping price a the line item level financial status payment status channel order channel tag order tag, if it doesn't exist prior the import it will be created subscription order if a subscription order exists provide it here subscription id if a subscription order exists provide it here importing products the importer loads data from uploaded csv files templates csv files are available on the importer page click products , and the oms will download a template you should copy and paste it into google sheets or excel and use it as a guide 90% of failed imports are due to bad formatting! once you have all your data in your file, save it and download it to your computer as a csv file click new import, select products in the dropdown and select your file click create handle slug in the oms title name of product published if product exists in cms mark it as true variant sku variant's sku variant weight variant's weight variant price variant's price option1 value as an example, blue option1 name as an example, color option2 name as an example, weight option3 name as an example, size option2 value as an example, 5 option3 value as an example, m, l, s image src location of image alt text alternative text for product name variant image location of other images for the products’ variants faq/troubleshooting importing can i import, for legacy purposes, discontinued skus (and therefore not present in the oms)? no, a sku need to exist in the oms to be imported would there be a better solution than temporarily re creating defunct/discontinued products in our cms, syncing them to the oms, importing rows that contain them, then deleting the defunct product? yes, there’s a product csv sample on the importer page in the oms failed import subscription with import number 7 already exists make sure that the id is a unique id and has never been used in previous import invalid byte sequence in utf 8 in line 1 you aren't using a csv file make sure you are using a comma separated value file to import validation failed amount authorized exceeds the available credit when importing credit, make sure that the authorized amount equals the amount + amount due fields store credit category does not exist a store credit type must exist and match the category field when importing store credit these types can be found in users