4.5 Import Orders

fmOrders

Find necessary option on the top toolbar of the Orders page:

Call the context menu with the right-click, then select a necessary option from the drop-down:

Import data context menu

1. On the first step specify the import data destination. You have three variants as shown below:

Select import spurce
  • If you use local file, select the first checkbox - "Local file" - and use the browse button to open the local drive system at your computer. Please note, selected file should be openable and readable.
Load local file
  • "HTTP URL to file"

This position means you have an access to a web-server where your data to import is located.

First of all, try to open that file in your web browser by specifying the full URL path in the search box.

HTTP URL to a file
  • "FTP URL to file"

This position allows to upload the data from the FTP server.

FTP URL to file

Make sure you use proper FTP settings, firstly. Go to the "Preferences" section of Store Manager and open the "FTP Settings" page. There, press the [Test Connection] button to verify the correctness of your FTP credentials.

If you get the following message,as it is shown on the illustration below, you can proceed with the importing from the FTP.

FTP test connection

In case your details are incorrect, contact with the hosting company to find out the main details.

The "Load configuration" field helps to use previously saved import configurations during current process. This significantly speeds up the passage of the following steps of import.

Load configuration button

To delete the existing export configuration choose the necessary position - "Delete configuration". To clear the whole configuration list at once, press the corresponding button from the drop-down menu:

Open configuration list

2. The "Select fields delimiter and quote characters" page contains some important settings to separate data.

The typical delimiters are the comma (,), semicolon (;) and tab character ( ), however other symbols can be used as well.

Preview table

"Quote string values" specifies the character used to separate strings in a CSV file. Please note, current option should to be checked to process data properly.

3. Next step - "Fields Links". This window is divided into two panes. The left pane "Database Fields" shows the list of fields in your database that can receive import data.

Fields link

"To assign .csv column to database". You should select a field at the left and then click a column at the right pane.

Drop-down list from source file

"Identification fields in import". Check the necessary positions from the drop-down list.

Identificatiion field

Use the top toolbar to facilitate the linking process.

Autolink/Unlink All options

To be able to auto fill/unlink selected columns on the left side, use the corresponding buttons on the toolbar:

Link/unlink the selected position

In case you need to use some special formula for the data, open the Expression Editor form.

Expression Editor form

Use upper tools to build a correct formula and be able to transform data properly:

Toolbar of Expression Editor

To insert the extended formula during importing, press the button from the lower part of the left pane:

Add Custom SQL

Note: you should have some SQL skills to generate the query properly.

Help button in SQL

To delete previously created SQL commands, use the option for removal.

Delete Selected Custom SQL(s)

On the right pane, you can create the special skip rules. This are special conditions that determine what data will not be taken into account while importing.

To create a new rule, press the plus sign, then fill the form, which appears:

Add skip rule

To activate the drop-down list with the fields in each column, select the necessary one and press the arrow button, which appears:

Skip Rules drop-down variants

Use suggested options to prescribe the necessary data for the future rule.

In case some data transformation, use the "Expression" position to be able to activate the formula in the current skip rule:

Edit button in Skip Rules

It should be uploaded in the next column as it is shown on the screen-capture below:

Skip rule insert expression

To delete selected skip rule, press the option for removal:

Delete skip rule

Before moving to the next step of import process make sure all necessary data is linked with the appropriate columns from a source file.

Important, only the fields with assignment will be imported and the unlinked data will be skipped.

If all required data with the selected identification fields is not assigned, you will receive the following message:

Unassigned fields

Check the assignment between the fields to be able to proceed.

4. The "Options" step allows selecting the one of the suggested import methods:

Options step

The fields already contain default values, which may be changed, if necessary. You can use default settings after pressing the corresponding button:

Set Default button

Before starting import you are able to preview the data by pressing the corresponding button:

Preview Import data

Note: import process starts, when you press the [Import] button! If you see any errors on the Import Preview step, return to the previous stage for correction.

'Back' option

The last stage of WooCommerce Import Wizard displays results and errors, if any emerged in the course of the import process.

Final step of importing

To use current configuration details in future, save them directly to the Wizard. To do so, press the [Save configuration] button, or click the arrow next to this button:

Save configuration button

The command from the drop-down list allows performing additional actions as:

    • Delete selected configuration from the Wizard list.
    • Clear all wizard list at once.

Note: these operations are irreversible and removed data cannot be restored.

To avoid this, we recommend to save configuration to a file:

Save configuration to a file

The [Finish] button allows to exit from the Wizard and check the data after import at your store front-end.

Check the guide on the Useful Articles page to get more details on importing orders process:

WooCommerce Import Orders from CSV file