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Importing Orders



Orders can be imported into Neto through either a simple (predefined) or complex (custom) file format. For either method you will need to convert the order into a file type that can be imported by our system, either .CSV or .XML.

Tip: You can convert an Excel file into a .CSV file by using the Save As File Type feature, and selecting CSV, which is in all versions of Excel. For Mac users, ensure you save the CSV in MSDOS format.

The minimum requirements for each order in the file are:

  • Username or Email Address
  • An Order Number
  • Product Sku(s) on the order
  • Quantity of products

Simple Import

Simple imports use Neto’s template CSV files to define the order data.

  1. From the Neto Dashboard navigate to Setup & Tools > Import Data.



  2. Change the Data Type to Orders and select Simple Import.



  3. Download one of the template files (Popular or All Fields) and save it to your computer.



  4. Enter the order data into the file, making sure to save it as a CSV.



  5. In Neto, select Choose File and browse to your CSV with the order data. Then click Upload File.



  6. Confirm the preview has the correct information mapped to each column, and select Start Import.



    Your orders will import, and appear in Sales Orders > View Orders in a few minutes.


Complex Import

Complex imports allow you to upload customised data files from other systems and platforms. To use complex import you will need to have your orders in a CSV file ready to upload.

  1. From the Neto Dashboard navigate to Setup & Tools > Import Data.



  2. Change the Data Type to Orders and select Complex Import > Start Data Import Wizard.



  3. Select Choose File and open to the file on your computer that contains the orders. Click Continue To Next Step.



  4. Match up the fields from your file to the Database Field Names. Any fields that aren’t relevant can be set to Ignore Column.



    Tip: You can use fields from your file more than once. For example, you can map the customer address field in your file to their Billing Address and Shipping Address.

    Once complete, Continue To Next Step.

  5. In the Update Options you can control how the previously defined data is imported. These are only used if you have specific requirements with your data. If you are unsure about any of the settings you can leave them as they are and select Continue To Next Step.



  6. Check the box indicated if you wish to save the settings as a template, and enter in an Import Template Name. Then select Process File Now.



    Your orders will import, and appear in Sales Orders > View Orders in a few minutes.


  • Last Modified: 28/09/2017 Neto Version: 6.8