--- title: Import Sales Orders Using Existing Template. description: Start by going to File > Import Sales Orders. Select the correct template. Then click Begin Import. --- [Skip to content](https://hub.acctivate.com/articles/how-do-i-import-sales-orders-using-existing-template#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en) 2. [Database](https://hub.acctivate.com/articles/database?hsLang=en) 3. [Imports](https://hub.acctivate.com/articles/database?hsLang=en#imports) April 14, 2025 # Import Sales Orders Using Existing Template. ## Start by going to File \> Import Sales Orders. Select the correct template. Then click Begin Import. This article covers the process of importing Sales Orders using an existing import template. If no template is set up, check out [this training guide.](https://acctivate.com/training/sales-order-import-template/). Start by going to **File \> Import Sales Orders**. ![](https://hub.acctivate.com/hubfs/image-562.png) Make sure that the correct template is highlighted, then click **Begin Import**. ![4-5-2016-3-34-47-PM](https://hub.acctivate.com/hubfs/4-5-2016-3-34-47-PM.png) The **Source** window will populate so that the Source file (or files) used are correct. If need be, adjust the source file used. If the file(s) selected are correct, click **Next**. ![4-5-2016-3-37-14-PM](https://hub.acctivate.com/hubfs/4-5-2016-3-37-14-PM.png) After clicking Next from the Source window, the **Preview** window will populate so that the source data can be reviewed. **Verify** that the file data is correct, then click **Next**. ![4-5-2016-3-39-06-PM](https://hub.acctivate.com/hubfs/4-5-2016-3-39-06-PM.png) After clicking Next from the Preview window, the **Import** screen will populate. Click **Import Orders** to begin the import. ![4-5-2016-3-40-51-PM](https://hub.acctivate.com/hubfs/4-5-2016-3-40-51-PM.png) If no errors or warnings exist, the import will complete and the orders will be created in Acctivate. If an error is encountered, the import will not complete and the logs will specify the issue in the import so that they can be fixed in the Source File(s) or Mapping, then re-imported. If any Warnings are encountered with the import, the Notes will specify the warning, just like an error would, then the user is given the option to **Cancel** the import, resolve the issue then re-import, or to click **Complete Import** which will finish the import and create the order despite the warning. ![4-5-2016-3-43-04-PM](https://hub.acctivate.com/hubfs/4-5-2016-3-43-04-PM.png)   - [Getting Started](https://hub.acctivate.com/articles/getting-started?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/getting-started?hsLang=en#basics) - [User Interface](https://hub.acctivate.com/articles/getting-started?hsLang=en#user-interface) - [Manager windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#manager-windows) - [List windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#list-windows) - [Transaction windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#transaction-windows) - [License and Users](https://hub.acctivate.com/articles/getting-started?hsLang=en#license-and-users) - 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