Import orders from a file

Settings › Sales & orders › Import orders brings orders in from a spreadsheet — usually the export of the software you used before. MoveBoard matches the file's columns to its own, checks every row, and shows you what would be imported before anything is.

Before you start

• Anyone who can open Settings can import. The orders go into the branch you are working in.
• The file must be .csv or .xlsx, with the column headings in the first row. An old Excel .xls file must be saved as .xlsx or .csv first.
• Exports from SmartMoving, Moveworx, SuperMove, Granot and HomeAdvisor are recognised by their column names.

The five steps

1. 1Upload File — drop the file on the box or click to choose it.
2. 2Map Columns — each MoveBoard field shows the Column in your file matched to it. Change any match that is wrong. Still to match: lists required fields with no column yet (a full-name column can stand in for first and last name). A column you don't need can be Not imported (kept in the notes). Press Validate data.
3. 3Validate Data — the rows with problems and what is wrong with each. Type a fix straight into the cell, then press Re-validate. Download problems gives you the whole list (the screen shows the first 200).
4. 4Preview & Import — how many orders are ready to import, and the first 20 of them. Decide on Don't send any emails or texts for these orders (see below), then press Import.
5. 5Import Progress — the orders go in a few at a time. Keep the page open until it says Import complete.

Back to mapping, Upload new file and Start over let you go back at any point before you press Import.

Emails and texts

• Ticked: every imported order, and every customer the import adds, is set to receive no emails and no texts. Switch them on per order when you want to write to the customer.
• Not ticked: the imported orders take emails and texts like any other order — reminders and other automatic messages will go to these customers.

Import history

The Import history card lists this branch's recent imports — Completed, Completed with errors or Import failed — with Total, Imported and Failed counts and an Errors CSV for the rows that failed.

If something goes wrong

• That file could not be read. / That file is too large to import at once. — split the file or save it again.
• Old Excel (.xls) files cannot be read here. Open it in Excel or Google Sheets and save it as .xlsx or .csv, then upload that.
• No column is matched to … — match a column to that field on the Map Columns step.