Importing package numbers from shipping service providers
1. Importing package numbers from shipping service providers
This chapter describes how you can use ElasticSync to import package numbers for orders that are processed by your shipping service providers into your plentymarkets system. Usually, the shipping service provider provides a .csv or txt file which contains the order ID and the package number.
1.1. Creating the sync in ElasticSync
To import the package numbers, go to Data » ElasticSync and create a new sync of the type Order.
Creating a new sync
To ensure effective cooperation with your shipping service provider, we recommend that you create a separate sync for importing package numbers and only use this sync for this purpose. If the fields described below are added to an existing sync, wrong mapping and malfunctions are likely to occur.
It is mandatory that the matching is carried out via the Order ID. It is not necessary to add further matching fields.
Add a new Mapping for the package number. Select the mapping field Package number as well as an option for the Standard package.
Within the Standard package mapping, select the name of the column whose values should be imported from the source file.
In the Settings area, select the Source that you use to import the file from the shipping service provider.
Save the settings.
After carrying out and saving the settings, go to Sync » Matching and test the sync. Once the package number has been successfully imported. it is displayed in the Settings tab of the respective order.
2. Importing the sync file template
To make it easier for you, we prepared a sync template for the package number import for you. You can simply import the sync file in the Data » ElasticSync menu.
2.1. Downloading the sync file template
Download the sync file by clicking on the following link: Download sync file.
Pay attention to the following information:
During import, you will receive an error message that the client deviates from your client. This is why we created the sync file in our test system. You can ignore this error message.
After you have imported the sync, click on Search in the overview and open the sync.
2.2. Uploading the CSV file of the shipping service provider
Now open the sync and upload the CSV file of the shipping service provider in the Source area.
Note: Currently, it is only possible to manually upload CSV files. If you want to upload .txt files, you have to upload them to a webspace.
Important: The setting regarding the header is decisive. Before you import the CSV file, open it and check whether the file contains column headers. If a header is contained, you have to place a checkmark next to the option Header row included.
Possible scenarios for importing with and without header:
If the file contained a header, but you do not place a checkmark, an error message would appear when matching the package numbers.
If the file did not contain a header, but you place a checkmark, the first order would be ignored since the matching would take place starting from the second line only.
2.3. Automatically matching the CSV file
Some shipping service providers upload the file with the package numbers to an FTP server. Instead of manually uploading the file, select FTP as source and select an interval. By means of this interval, the sync will be automatically carried out.
The login details of the FTP server as well as further possibilities regarding the data transfer can be obtained from your shipping service provider.
2.4. Matching of the order ID
As described above, the matching is only carried out via the order ID. It is required to select the column in the CSV file of your shipping service provider in which the order ID is contained. This column has to be selected in the Matching area of the sync. By doing so, errors can be avoided.
2.5. Selecting the shipping package
In this sync, you have to select the target of the imported package numbers in order that these numbers are saved in the shipping package. Select the shipping package from the drop-down list in order that the package numbers are assigned to this shipping package.