The Order Manager integration with Yahoo! Store supports importing orders via CSV text files or using the Real Time Order Link. This article outlines how to import orders via CSV text files.
Using your web browser, log in to the Store Manager of your Yahoo! Store.
Click Orders.
Enter the range of orders to import (next to the Export button).
Select your desired file format by clicking either MS Excel or MS Access in the drop down list.
Click Export. Note: Yahoo! does not permit you to download more than 3,000 orders at one time. If you must import more orders, repeat these steps entering a new range of orders.
You must download all of the CSV files, either individually or together. To download each individually, click the Download link next to the file name. To download the files together, click the Download link next to All tables as tar file. Note: You only have to download the CustomFields.csv file if you use custom fields in your shopping cart.
If you download the files individually, save them to the c:\StoneEdge\NewOrders directory. If you download the tar file, use an application such as WinZip to extract the individual files to the c:\StoneEdge\NewOrders directory. Note: The directory to which you save the files must match the directory specified in the YahooImportDirectory system parameter (Yahoo group).
Import Orders
Go to the Main Menu in the Order Manager and click the Import Orders button. The Import Orders dialog box opens:
Click on the appropriate shopping cart.
Click on the Import from Text File button.
The Import archival data? dialog box opens. Note: You will only see the message boxes in steps 7 & 8 if you are importing orders for the first time. Later on, if you need to import old orders, go to Main Menu>Maintenance Menu>Import/Export>Import Old Orders.
If the orders that you are importing from your shopping cart have already been processed and shipped, click Yes.
If the orders that you are importing from your shopping cart are new and have not been processed and shipped, click No.
The Select a Date dialog box opens. Click on the last day on which the Order Manager can assume that all orders have been processed and shipped. Any orders dated afterward will be "unapproved" in the Order Manager after they are imported.
If any records in your shopping cart do not contain line items (e.g., you entered a test order), you may see a message box like the one below. Click OK.
After you click on the Import from Text File button, assuming you have imported orders in the past, you will see the following message box:
Click Yes.
The following dialog box opens:
Click Orders.
When the Order Manager has completed importing all of the orders in your shopping cart, you see a confirmation message box. Click OK.
If you selected the option to print an order summary after importing orders in the Store Setup Wizard, the Select Printer for Order Summary dialog box opens:
Note: The Select Printer for Order Summary dialog box may not appear if the system parameter UsePrinterMenu (in the Reports group) is set to False.
You can print to the default printer or you can print to a different printer by clicking the Selected Printer checkbox and clicking the name of the printer in the Select a Printer list box. If necessary, click on a printer tray in the Select a Paper Source list box. Click Print.
If you will always print to the same default location, click the Don’t display this menu any more check box, and it will not appear each time you import orders.
Click Cancel to exit the Select Printer for Order Summary dialog box.
Your view returns to the Import Orders dialog box:
Click on the View Orders from Last Import button.
The View Orders dialog box opens, automatically filtered by Orders from Last Import. These are your new orders (not "approved").
Click Close to exit View Orders.
See Also
Importing from Multiple Shopping Carts into the Same Order Manager Store