The Gateway Importer enables you to quickly and easily create new orders in bulk.
1. Select Interfaces from the main menu,
2. From the drop down, select Gateway Import.
3. Choose an Import Template from the drop down list
3. Click Download Sample.
The link will download an import file template for orders to be loaded into. The template file will generate in .xlsx format with a header row and a sample data row.
4. Add all your orders into the import file under the sample row.
Orders can be added to the template manually by typing details or ‘copy and pasted’ from other media. The data formatting is required to match the example in the sample row. Data format requirements are as follows:
- Dates need to be in ‘dd/mm/yyyy’ format
- Phone number format is either ’99 9999 9999’ or ‘9999 999 999’
- Postcode format is ‘9999’
- Ids are case-sensitive (ie Item ID)
- Coded Fields are case-sensitive (ie for Schedule, Category & Worktype)
- If you are loading multiple items for one order, all the data for the order must be the same in each row.
- Rows relating to the same order must be grouped together in the import file.
5. Delete the sample row in the file and save to your computer
6. From the Gateway Import screen select Choose File to upload your saved file
7. Click Submit
8. To view the progress of your import job, click on View Batch Job on the Gateway Import screen.
- Description – this column shows you the name of the file that was imported
- Uploaded – the date and time that the import was initiated
- Updated – the date and time that the import was last updated
- Status – the current status of the import
- COMPLETE means the import ran through to a successful conclusion. It can reach this status with a success outcome of ‘OK’ (no issues) or ‘WARNING’ (Data was imported however some of the fields contained data that might require review).
- FAILED means the import did not run successfully and data was not loaded.
- Items – the View link in the Items columns enables you to see the detail of each import.
For orders that were successfully created, the order history will list that the order was created via an import process and will display the batch that the order was created from
9. Clicking on the View link on any import job opens the Batch Items List. This screen details the import results for each row in the import file.
- Download Template – Downloads the Import mapping template (json format) that will enable you to see what ConSol field each of the import fields maps to.
- Download Original – Downloads the import file that you loaded.
- Download Reload – This link will only appear if there were errors in the import. The Reload file outputs all the rows from the input file that had errors and identifies what the errors were.
- Data can be corrected in this file which can then be saved and reloaded.
- Batch – This is the unique identifier for each import job that is run.
- Success – Identifies the validation outcome for each row in the import file.
- ERROR means that there was something wrong with the data in this row and it will be written to the RELOAD file
- OK means the row was successfully imported and processed.
- WARNING means there is something you need to be aware of that may require correction.
- Batch Summary – Details the outcome for each row.
If an order was successfully created, the ConSol ‘B number’ will be shown.
If an item was successfully created for an order, the system key relating to that item will be shown.
If an order and all its items were successfully created (ie all rows relating to the order were successfully imported), the post-processing section will identify what status the order was stopped at for you to action. If the order and all its items were NOT successfully created, this post-processing section will not be shown and the order will not be visible to you.