📖
Inventora
  • Intro to Inventora
  • ⭐Getting Started
    • Materials
      • Deduct Materials for Testing
    • Products
      • Product Types
      • Set up a Product Bundle
      • Product Syncing
    • Production
    • Sales
      • Importing Sales from CSV
    • Supply Orders
      • Importing Supply Orders from CSV
    • Categories
  • 🛍️Shop Integration
    • Introduction
    • Made-to-Order Products
    • Square
    • WooCommerce
      • Non-Wordpress.com Setup
  • 💼Taxes & Accounting
    • Preparing Taxes with Inventora
  • ❓Additional Help
    • Support
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  • How to Format Your CSV
  • Line Items
  • Column Names

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  1. Getting Started
  2. Sales

Importing Sales from CSV

PreviousSalesNextSupply Orders

Last updated 1 year ago

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How to Format Your CSV

Line Items

  • Each line in your CSV will be one line item

  • This means orders can span multiple lines, with each line representing one line item in the order

  • If an order has multiple line items, you will want to repeat the information other than the product name / SKU, quantity, and unit price

  • We will use the first line with a particular Order Number to fill all the non-line-item related fields, but it is safest to just add the customer, shipping, etc. information to all the lines of that order

Column Names

  • These are the columns we support (* means required):

    • Sale Number*

    • Customer First Name

    • Customer Last Name

    • Company Name

    • Customer Email

    • Shipping Address Line 1

    • Shipping Address Line 2

    • Shipping City

    • Shipping State

    • Shipping Zip Code

    • Shipping Country

    • Product Name* - See

      • Either Product Name or product SKU must be present, but you don't need both

    • Product SKU* - See

      • If Product Name and Product SKU are both present, we'll try the SKU first

    • Product Quantity* - See

    • Product Unit Price* - See

    • Shipping (charged to customer)

    • Tax

    • Discounts

  • Note: Column names do not have to exactly match the column names in Inventora. You will be able to match up the columns in your CSV with the Inventora columns when you import.

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Line Items
Line Items
Line Items
Line Items