How to Import Orders

This article will walk you through the steps to take when importing your Purchase Orders from an Excel Spreadsheet on to Docketbook.

Note: Please use this Excel Spreadsheet to add in your Order details.

1. In the Orders tab, select Import

Import Order

2. From this page, you can upload file. Please note:

Upload in CSV or XLS format
Ensure items you upload exist in your Docketbook Resource list
If using CSV, use standard date formats (dd/mm/yyyy, yyyy-mm-dd)

Import-1

3. From this page you can select the drop down list to have the column headings to match the Order fields. If all looks correct, you can then select Next.

Items

4. If you have a Customer linked to the Order you will need to have this linked in Docketbook to have your import successful. Once linked you can select Next.

Customer

5. From this page, you will be informed of any errors. Otherwise, you will be able to select Import and see the Orders created uploaded to your Docketbook account.

Mapped Orders