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Import Tracking Data Screen

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The Import Tracking Data screen is the interface where the user can map Order Manager fields to fields in a text file in order to import  tracking information from an external shipping application or a drop-ship vendor.

When importing data from a text file, if the data contains commas, the file should be saved as a tab-delimited file, not a csv.

Quotes should not be present in text files, regardless of whether it is a csv or tab-delimited file, or you will encounter errors.

To access this screen go to Main Menu > Maintenance Menu > Shipping & Fulfillment tab> and select Import.csv Tracking Numbers from the list of activities.

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Description of the Import Tracking Data Screen

Figure 1: Import Tracking Data screen

Import tracking for: Radio Buttons


Drop Ship POs  

Close Button

File to import from: Field

Browse Button

Test Data Button

Begin Import Button

First row contains field names Check Box

Field Delimiter Radio Buttons

Comma Delimited

Tab Delimited

Other Check Box

Default Carrier Drop-down List

Link Field Radio Buttons

Order Number

Source Order Number

Source Order ID

Drop Ship PO Number

Order Manager Field Drop-down Lists

Order #

Tracking Number


Pickup Date

Shipping Cost

Quantity Shipped

Item Number

Packed By

Serial Number


Using the Import Tracking Data Screen

  1. Export tracking information from the shipping application to a text file (tab-delimited or comma-delimited), or obtain the text file from a drop-ship vendor. Be sure to note where you save this file on your computer.

  2. Go to Main Menu > Maintenance Menu > Shipping & Fulfillment tab>  and select Import.csv Tracking Numbers from the list of activities to open the Import Tracking Data screen.

  3. Select either the Regular Orders or Drop Ship POs radio button in the Import tracking for: section of the screen.

  4. If the text file does NOT contain a header row, un-check the box labeled First row contains field names.

  5. Choose one of the pre-defined shipping carriers from the Default Carrier drop-down list.

  6. In the Link Field box, select the radio button for the most appropriate field found in the text file:

  7. Manually type in the path to the file that contains the tracking data or click the [Browse] button to navigate to its location and click [Open]. The data from the text file will be displayed at the bottom of the screen (up to 50 fields and 100 records or rows).

  8. The program will map as many fields it can correctly recognize to the appropriate Order Manager fields in the drop-down lists. Manually select the correct mapping for any fields that the program could not adequately recognize. The Order # and Tracking Number fields are required fields; in other words, they must be mapped to a field in the text file in order for tracking information to be imported successfully.

  9. Click the [Test Data] button to have the program check for data errors. A message box will appear with the results, and if an error has been detected, the user may elect to view additional information about the error.

  10. When satisfied with the data in the text file and the settings on this screen, click the [Begin Import] button to initiate the process of importing the tracking information into the Order Manager.

When the process has been completed the program will provide a count of the new records that were added.

If item number information is included or the drop ship purchase order number is included, the program will create packing records for the items contained in the text file.

The new tracking records for the orders contained in the text file can be seen at the Shipping and Tracking tab of the Orders screen.

Figure 1: Import Tracking Data screen with sample data for Regular Orders

Figure 2: Import Tracking Data screen with sample data for Drop Ship POs

Related Topics


Created: 4/6/11

Revised: 12/2/14

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