Minimum requirements to bulk create new Shopify Orders with Products from your store:
You can create new Orders with the Matrixify app. Here we will look into what are the minimum requirements to create new Shopify orders with Products that exist in your store and therefore – are linked to those Products.
- Construct an Excel file. First, we need to have the correct name of the sheet.
- If you are using CSV file then file name needs to be ‘Orders.csv’
- If you are using Excel xlsx file, then sheet/tab name needs to be ‘Orders’
- Then, we need to add the main columns required to create any order:
- Name
- Command
- Line: Type
- Line: Quantity
- To add an existing Product we will need to identify the Product (and variant if the Product has Variants with options):
- To identify Product we will need at least one of the following columns:
- Line: Product ID
- Line: Product Handle
- To identify Variant we will need at least one of the following columns:
- Line: Variant ID
- Line: SKU
- Line: Variant Barcode
(*You can also use only Variant level identification. So you can add line items only by havingLine: SKU
,Line: Variant Barcode
orLine: Variant ID
.)
- To identify Product we will need at least one of the following columns:
- Disable staff order notifications – If you as the store owner don’t want to receive e-mail notifications from Shopify for creating each Order, go to Admin -> Settings -> Notifications, and disable the “Staff order notifications“.
- Import the file with the Orders you wish to create. By using this minimalist approach of creating Orders their status will be ‘Paid’ and ‘Unfulfilled’. There will be no Customer, Shipping or Billing information yet.
Examples:
- New Order file for an existing Product by using Product Handle and Variant SKU:
- Order file for existing Product without Variants or options by using Product Handle:
Good to know
- Your Excel sheet (tab) name must be “Orders” – for the app to know that you are importing Orders.
- In case you are importing from CSV file then your CSV file name must be “Orders.csv” – for the app to know that you are importing Orders.
- If you need to delete the Shopify Orders, you can do it like explained in this tutorial.
- To repeat importing the same Orders several times, set the “Command” column to “REPLACE” – that will delete the existing Order each time before importing the new one again.
- You can link the order to the existing customer by using columns – “Customer: ID”, “Customer: Email” or “Customer: Phone”.
Where to go from here?
- When you got to import this Order, see all the other columns which you can import, and start growing your Order import field by field.