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How to import Order Request items
How to import Order Request items
Updated over a week ago

Steps:

1. Click + Request at the top-right of the screen and select Order.

Order_button.2.png

2. Click + Import Order Items → Download Template

3. Fill out the required columns and save the file to your computer. Review the table below for how to complete each column.

4. Click Browse & Upload CSV to locate the file on your computer.

5. Click Import

Requests with more than 75 items may time out on submission.

If there were any errors, make the required changes before re-uploading the CSV. You have successfully finished the import!

Custom Field Formats

There may be custom fields added to the template CSV file. Ensure to populate the column to prevent errors.

  • For checkbox custom fields, enter "true" or "false"

  • For date custom fields, enter date in "YYYY-MM-DD"

  • For text custom fields, use only alphanumeric characters

  • For drop-down custom fields, enter an exact match for a drop-down option.

Additional Information:

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