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To create an order import file in Excel

You can create an order import file in Microsoft Excel using a sample template or a template that you have customized to fit your needs. After you create a tab-delimited text file in Excel to add or modify orders, you can place it in the OrdersImport folder to automatically import.

1. Open a sample template or custom template in Excel. Sample templates include:
   • Template: Add a new order
   • Template: Modify an order as shipped
   • Template: Cancel an order
2. Enter your data into the required columns.
3. Add any additional columns you want to import. (For information about available columns and their associated data types, see Order Column Definitions).
4. Click the Microsoft Office Button , then click Save As.
5. Do the following in the Save As dialog box:
   1. In the Address bar, navigate to the location where you want to save the file.
   2. In the File name box, type a name for your file.

   3. In the Save as type list, select Text (Tab delimited) (*.txt).

      

   4. Click Save, then close the file in Excel.
6. If you use a data exchange, you can place the file directly in the OrdersImport folder.

See also

• Data Exchange Overview
• To import orders from the File menu
• Using Import and Export Features
• Importing and Exporting

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