- Business Activities
- Business Activity Manager
- Business Alerts
- Manager Windows
- Picklists (Advanced Picking)
- Purchase Order Manager
- QuickBooks & Acctivate Basics
- QuickBooks Desktop Sync
- QuickBooks Online Sync
- Sales Order Manager
- Sales Tax
- User Interface
How do I?
Importing in Sales Orders
Sales Order Import
Acctivate offers the ability to import in orders, quotes and credit memos via CSV or from an Access database. Like the webstore database, the import template is highly customizable and can be changed to fit the needs of your business.
The Sales order import tool is good for services that you may not regularly get orders from, or get a lower volume of orders from.
Unlike the Webstore Import, the sales order import can not be automated and must be initiated manually. If you're in need of an automated order sync, please consult support about options for various webstore imports.
To import orders, first create a CSV spreadsheet in Excel with your column headings for each field name you wish to import. Using Import Data, map the file location for your spreadsheet to the Filename, choose the correct worksheet if you have multiple sheets in your Excel file, name your import, then use the Columns tab in order to map each Column to its corresponding field. Our sales order import is a bit different than our normal data import tool.
For a detailed step by step up to date guide, please check out our docs page.
You can find a full list of our Sales Order mapping specifications on our docs page.