Order History

There's no limit on how much order history you can import. That said, you may want to think through how far back it's worth going.

This is the most complex part of the data import process, and should only be done after you have completed the precursor steps:

the catalog must be set up; if the order import finds a product that has yet to be set up, it will throw an error
you must set up at least one Store (Administration->Stores) along with its Inventory locations (Administration->Catalog->Inventory Locations)
- once you have done so, you can view a table that maps the store name to a store_id, which is required for importing
you should have set up your users (Administration->System Users) so that orders can be attributed where possible; again, you can view a table that maps each user to a user_id

You should only import historical orders — those that have been fulfilled and paid. In-process orders should be entered manually into the system to ensure that all the pieces are in place to facilitate processing.

(If you want to import wholesale orders, please contact us for assistance.)

For historical orders, there are four sets of information.

1. Core Information

store_id -- the id of the store used by the order, as set up above
ship_method -- one of pickup, taken, ground, 3_day, 2_day, next_day
order_date -- of the form YYYY-MM-DD or m/d/yy or m/d/yyyy
order_id -- the order number (digits only); this is optional
internal_note -- (optional) inserts a note into the order
amt_goods -- the value of the items in the cart
amt_disc_goods -- the value of any cart discount (optional)
amt_freight -- the shipping amount charged to the customer
amt_disc_freight -- the value of any shipping discount (optional)
amt_salestax -- the amount of sales tax collected
amt_total -- the total amount of the order (should equal the sum of the amounts above)
amt_paid -- the amount paid by the customer (should equal amt_total)
terms -- one of cc, cash, check, prepaid, cod (it's generally easiest to use cash)
user_id -- the user_id of the salesperson for the order

2. Purchaser

bill_email -- (required) the email address for the purchaser
bill_name -- the purchaser's full name
bill_addr1 -- the person's billing address, including street number
bill_addr2 -- additional information, such as company name or apartment number
bill_postal -- Zip or Zip+4
bill_city and bill_state
bill_phone -- 10-digit phone number, or formatted: (800) 555-1212

3. Recipient

ship_email -- (optional) the email address for the recipient
ship_name -- the recipient's full name
ship_addr1 -- their address, including street number
ship_addr2 -- additional information, such as company name or apartment number
ship_postal -- Zip or Zip+4
ship_city and ship_state
ship_phone -- 10-digit phone number, or formatted: (800) 555-1212
ship_carrier -- (optional) the name of the carrier

4. Cart

The contents of the cart may be imported in two ways, depending on your preference and the nature of the export from your current system. Check with us to see which template to use.

Both require four pieces of data per line item:

sku -- the unique SKU from the catalog
qty -- the quantity in the cart
price -- the list price (each) of the SKU purchased
amount -- the total charged for the line item (net of any discounts)