If you need to get multiple Orders into Infoplus, put the order data into an Excel or .csv file and then upload the file into Infoplus using the Bulk Load process.
For a step-by-step demonstration of bulk loading records into Infoplus, see the Video: Bulk Load Records.
The Bulk Load process will allow you to map your source file's fields to Infoplus fields with a variety of options. Any unmapped fields in your source file will also be saved in Infoplus, and this data will be available for viewing in the Extra tab of each bulk loaded Order record.
NOTE: Although the unmapped fields cannot be checked while searching the Order table, these fields can be seen in the Infoplus API.
Below is a list of the required fields for uploading Orders into Infoplus.
NOTE: Your source file does not have to include all of this information. If, for a field, all records you are uploading will have the same value, you can select a Default Value on the (e.g. if the LOB for every Order is the same, your source file doesn't have to, but is also okay if it does, contain this column because you can select a Default LOB during the bulk load).
- Customer No
(NOTE: If your source file displays an order as one row ("Wide Format"), you may have multiple SKU and Quantity columns which you should name as SKU 1, Quantity 1, SKU 2, Quantity 2, etc.
If any Customer No’s in your file do not already exist in the Customer table in Infoplus, then the following Bill To and Ship To fields are required to generate new Customer records:
Ship To Company
Ship To Street
Ship To City
Ship To State
Ship To Zip
Bill To Company
Bill To Street
Bill To City
Bill To State
Bill To Zip
Numerous Optional Fields can be added during the Bulk Load process.
If Price Mode is selected as an optional field and set to have “Push” as the Default Value, you can include payment details such as merchandise total, tax, and shipping & handling. The payment information will then be available for use in reports and on your Order Invoice Template. See screenshot below of a Tall Format Bulk Load example:
You can also push Line Item Prices and Discounts to an Order during bulk loading, see screenshot below of a Wide Format Bulk Load example:
Sample Source File
For reference, a sample source file containing all required columns and sample data for bulk loading Orders is attached at the bottom of this article.
For information on creating the bulk load source file, see Create a Bulk Load Source File.
NOTE: These steps provide universal instructions for bulk loading data into any Table in Infoplus; however, all bulk loads work the same. The available fields are just different based on the type of record being uploaded.