Import Sales Orders

Overview

The GoldFinch Import Sales Order routine is used to upload and validate the raw CSV data so that the new GF Sales Orders can be correctly created in GoldFinch.

Setup Import Sales Order Tab

Note: Use the Setup Import Sales Order Tab page if the Import Sales Order Tab isn’t setup yet

• The Create Sales Order, Import CSV, and the Mass Delete buttons must be added to the Search Layout for the Import Sales Order object.

• The Not Processed List View must be created for the Import Sales Order object if it does not exist yet.

Prepare Sales Orders Template

The Import Sales Order template will be used to import both Sales Orders and Sales Lines. Sample data is available on the template for you to use as a guide.

Populate the template with the Sales Order and Line data that will be imported into GoldFinch.

Import Sales Orders Template 040623.xlsx

Save the file as a CSV.

Import Sales Orders Template

1. Open the App Launcher. Search for Import Sales Orders.

2. Select the Import CSV button.

3. Select Choose File, then browse to select the file to be imported.

4. Select Upload File

The function will bring the data into the Import Sales Order object.  

Process Records

Once the values have been imported, you can view and update the data before the Sales Order records are created.

• In the Not Processed View:

  • Select the individual Import Sales Order record(s) to convert into a Sales Order.

  • If no records are selected, GoldFinch will process all of the records where the Processed field is NOT checked.

• After selecting the Import Sales Order records, click the Create Sales Order button to process the data.

• After a Sales Order has been successfully created, the Processed field on the Import Sales Order record will be checked and set to true.

Error Resolution

If GoldFinch encounters any errors while creating a Sales Order from the Import Sales Order record:

• The GF Sales Order will not be created until the errors have been resolved.

• The Processed field on the Import Sales Order record will be False.

• Use the Not Processed View to see all Import Sales Order records with an error message.

• The Error will be populated into the Error Text field on the Import Sales Order record.

• Use the Error Text field to correct the Import Sales Order record and resolve the error.

• Once all errors have been resolved, rerun the process by selecting the Import Sales Order record and clicking the Create Sales Order button.

Mass Delete

If necessary, multiple Import Sales Order records may be deleted at the same time:

• In the Not Processed View:

  • Select the individual Import Sales Order record(s) you want to delete.

  • If no records are selected, GoldFinch will delete all the records where the Processed field is NOT checked.

• After selecting the Import Sales Order records, click the Mass Delete button to process the data.