CSV Cart Mapping Instructions
To setup your own custom CSV format for loading orders into Extensiv Integration Manager, in the CSV cart's settings, make sure the CSV File Format is set to Custom. If you already have defined some formats, you can select them, otherwise click the Manage CSV Formats button at the bottom of the page. You don't need to fill out any of the other CSV settings fields to do this.
Click New Order File. You can come back here later and edit an existing format if needed. There will be another button displayed for editing.
If you have a sample file, choose it on the left and click Upload. If not, click Manually Set Up CSV Format on the right.
When uploading a sample file for mapping, large files are not allowed. If your file is too big, try uploading a smaller sample file or edit your file so it only contains a few orders.
You must next define the delimiters in the file (eg: comma), if the file will have a header row, and whether orders with multiple products will be duplicated vertically, or the products added at the end of the line Horizontally. Double check these and make sure they are correct. An error here will cause your orders to be loaded incorrectly or could cause some records to be missed.
Next, for each column in the CSV file, you must select what type of data is there. Choose from the dropdown.
Important - Order Number
Due to current limitations, the field containing your order number should be mapped to both cust_ref and cust_po_no. Below is a screenshot showing how this should look when setup correctly:
To do this, set one of the fields, then click the link icon () and select the other field. The link allows you to map a single field in the csv file to multiple fields in Integration Manager.
If your csv file is Horizontal, you must click the Red dot() at the end of the product information for the first product. For example, if there is a product code, quantity, and price, click the red dot corresponding to the first product's price. Integration Manager will then know to expect additional products after that in the same order.
Additionally, at the bottom of the page you can set Constant Values. These lets you pass a value to Integration Manager which is not actually in the CSV file. Just select the Integration Manager field and enter what data should be put in it.
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