In addition to manually entering orders into MarketTime, Admin users can import orders via a properly-formatted Excel sheet.

Using our template is the best way to ensure all required fields and formatting is followed. 
Order Import Template

This feature is on the Import Orders screen under Orders in the Navigation Menu.

Choose your File

Clicking the Choose button, locate your file on your device, and click OPEN to continue.

Match Columns

Once selected, you will need to match the columns within the Excel sheet with what MarketTime will expect those columns to contain, to ensure the data imports correctly.

Do this by using the drop-down menus by the items with the red X next to them, which notates that they were not automatically matched.

Click Next to proceed.

Preview/Verify Data

This step allows you to view and verify the data you're about to import matches correctly with the columns you chose in the previous step.

Click Next to proceed.

Import Orders

The final step is to begin the import.

Click Import Orders to proceed.

You will be given an additional pop-up to confirm the number of orders that will be imported. Click Yes to confirm the import.

If the file contains errors, you'll be notified, and a CSV file with the errors will be available to view.

FAQs

Here are some frequently asked questions we receive about importing orders:

How do I import salesperson values for orders?

You can import salesperson values for orders by including these columns in your import file:

1. Salesperson Assigned ID (required for import)
2. Salesperson to Pay ID

The "ID" of each salesperson can be found by looking at the salesperson's profile next to their name at the top of the page:

How does MarketTime handle duplicate orders?

When attempting to import orders, duplicate PO Numbers are allowed and will pass as unique orders.
What MarketTime considers a true duplicate are orders who have the same Order Date and PO Number.