You can import paper orders into your Fotomerchant account and send them directly to your integrated lab with your online orders. However, there are some necessary set up steps to walk through to make sure it all works smoothly.
Here is a brief video that gives an overview of the process end-to-end (also shown on Order Imports 5):
Each section below gives more specific details on what required fields must be present, depending on your fulfillment or file format type:
- Billing and Shipping fields (depending on fulfillment type)
- Unique Order Reference data per order
- Customer Details
- Packages, quantity, and product options according to the File Format specifications
Use our guide below to carefully comb through your CSV file and ensure all requirements are present.
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Tip: Have your headers labeled with the required fields below to make for better, faster matching later. |
Billing/Shipping Fields
If you plan to send your orders to a lab, there are two options for doing so that will affect what data is needed in your CSV file:
- Orders will be sent later to lab as a Batch
- Selecting this option does not require you to include any Address information/fields.
- Orders will be sent as drop-shipments direct to Customers
- Selecting this option does require you to include address information in your data, including:
- Name
- Address 1
- City
- Zip / Postcode
- State
- Selecting this option does require you to include address information in your data, including:
Not quite sure how orders will be sent? Reach out to your support team to clarify before proceeding.
Order Reference
Best practice is to include a unique Order Reference field for each order/row of data. Having this field avoids duplicate orders being imported into your session. We have a few recommendations of what you can use for this requirement:
- Do:
- Utilize a unique student reference, like a Student ID
- Populate a column of sequential numbers if using Excel/Google Sheets
- Do Not:
- Use a first/last name, phone number, or email. In the case of siblings, only one order with that field would be imported.
Customer Details
The Customer Details section requires two fields:
- Customer Name
- Customer Email
These fields are the equivalent to providing the same details in a shopping cart order for the purpose of identifying the name of a customer, as well as the email in which the order emails will be sent to.