Importing Data

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.



The Importer tool in the OMS --> Importer can import four different data types:



1. Orders
2. Products
3. Customers
4. 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







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.





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.

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.





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









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.



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





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