Sprout allows users to import multiple sales orders at once using a CSV (comma-separated values) file. This is useful when orders are exported from another system, prepared in Excel, or provided by customers in spreadsheet format.

A single CSV file may contain multiple orders for multiple customers.

If a price is not provided in the CSV file, Sprout will attempt to determine the correct price based on the customer's configured price level. If a price cannot be determined, the imported price will default to $0.00.

Importing the CSV File

To import sales orders from a CSV file:

1. Select SO → Import Sales Orders from CSV.
   
2. Choose the prepared CSV file.
3. Select the Sales Order Type to apply to the imported orders.
4. Click Import File.

After the file is processed, Sprout will display a confirmation message showing the number of orders successfully imported.

CSV File Format

The CSV file must contain the following fields in this order:

Notes

• A header row is optional.
• If a header row is included, the first column must be CustomerNo.
• Dates must be formatted as MM/DD/YYYY.
• A price of 0 may be included if pricing will be determined automatically.

Importing Multiple Orders

A single CSV file can contain multiple sales orders.

To import multiple orders for the same customer, ensure the rows contain different:

• Order Dates, or
• Customer PO Numbers

To import orders for multiple customers, include the correct CustomerNo and ShipToCode for each row.