Importing historical orders into Vinosmith is straightforward. This feature is recommended only for organizations with manual integration
What You Need to Get Started:
The Historical Data that you will be importing into Vinosmith
Download a copy of our current template
The template can be found at the top of the Import Orders From File page
Review the importing instructions on the Import Orders From File page to help familiarize yourself with which items/fields are required to have a successful upload
Click on My Account
Click on Manage
Click on Import Orders From File
Essential Requirements - Data Check
Are all items included in these historical orders in Vinosmith? -- All items must be in Vinosmith for the order(s) to be imported.
A new item can be created, or a current item can be cloned:
To create a new product, click on Products, click on New Product, and complete as needed
To clone a current item, our knowledge base article can help walk you through the process -- Create (Clone) Items based on Existing Items
Do the primary units (cases or bottles) match? Your Primary Unit mode must match the unit you use in Vinosmith. For example, if your items are in case mode in Vinosmith, the pricing and quantities on the spreadsheet will also need to be in cases.
Next Steps:
Complete the template with your historical data and save your file
Go to the Import Orders From File page by following these steps:
Click on My Account
Click on Manage
Click on Import Orders From File
Select the appropriate parameters for your file
Click on the box next to Dry Run? -- this will perform an analysis and notify you of any data issues (this will not import any orders)
Please note: the Dry Run? box would need to be unchecked for the data to be imported
Click on Import
On the orders import screen, you can configure the options as desired. The Import button is an action menu, and there is an option to save the settings. Later, you can return to the import screen, and there is a "Saved Template" dropdown where you can load the settings.