Importing Orders with the Data Import Utility

The Professional Edition of Custom Vantage Office comes with a universal import tool called the Data Import Utility.  With it you can import many data sources into CVO.  To import orders from a CSV file you must map the fields from your .csv file into the appropriate fields in CVO.  The format of the csv file is:
Order Number,Customer PO Number,Product ID,Line No,Qty Ordered,Ship To Company,Ship To Address,Ship To City,Ship To State,Ship To Zip,Ship To Last Name,Ship To First Name,Ship To Phone

  • The field for "Ship To Phone" is optional.
  • The order number may have up to 3 letter prefix but can be just numbers
  • Individual field data can optionally be quoted

Only one item per line.  If an order has more than one line item ALL of the information must be contained on each line but the Line No will be different.  You can download a file with samples by clicking here.

In the sample below there are three orders in the file and the last order, 155932, has two line items.has two line items in one order.
Order Number,Customer PO Number,Product ID,Line No,Qty Ordered,Ship To Company,Ship To Address,Ship To City,Ship To State,Ship To Zip,Ship To Last Name,Ship To First Name,Ship To Phone
ABC-155240,,9013G,0,1.000000,TGASK,501 FRANK YOST LN.,HOPKINSVILLE,KY,42240,BEUSSINK,JENNIFER,2704751422
ABC-155916,,RS005,0,2.000000,WHATADRAIN.COM,772 SNOWBIRD CIRCLE,ST. CLAIR,MI,48079,FRIEDKIN,DAVID,8103575608
ABC-155932,,45500,0,0.000000,LAW OFFICE EMEKA NJOKU,405 PARK AVENUE,BALTIMORE,MD,21201,HOGEBOOM,CAROL,4107526500
ABC-155932,,MD-NOTARY-SELF-INKER,1,0.000000,LAW OFFICE EMEKA NJOKU,405 PARK AVENUE,BALTIMORE,MD,21201,HOGEBOOM,CAROL,4107526500


Data optionally quoted:
Order Number,Customer PO Number,Product ID,Line No,Qty Ordered,Ship To Company,Ship To Address,Ship To City,Ship To State,Ship To Zip,Ship To Last Name,Ship To First Name,Ship To Phone
"ABC-155240","","9013G","0","1.000000","TGASK","501 FRANK YOST LN.","HOPKINSVILLE","KY","42240","BEUSSINK","JENNIFER","2704751422"
"ABC-155916","","RS005","0","2.000000","WHATADRAIN.COM","772 SNOWBIRD CIRCLE","ST. CLAIR","MI","48079","FRIEDKIN","DAVID","8103575608"
"ABC-155932","","45500","0","0.000000","LAW OFFICE EMEKA NJOKU","405 PARK AVENUE","BALTIMORE","MD","21201","HOGEBOOM","CAROL","4107526500"
"ABC-155932","","MD-NOTARY-SELF-INKER","1","0.000000","LAW OFFICE EMEKA NJOKU","405 PARK AVENUE","BALTIMORE","MD","21201","HOGEBOOM","CAROL","4107526500"





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