This article answers the most common questions we receive about using import templates.
If you are experiencing issues with your import template, we ask that you please make sure you are using the latest versions of our Import Templates, follow the instructions noted in the template, and review the below methods of troubleshooting before contacting Support.
Am I supposed to use a Flex Header or standard Order/Receipt Import Template?
If you need more fields than what the standard import template provides, such as those needed for fulfillment invoicing, use a Flex Header Import Template. If not, we recommend you use the standard Order or Receipt Import Template for most cases.
Can I import an order with no line items?
If you are using a Flex Header Import Template, yes.
The background process associated with .txt Import Parser (used for standard templates) does not allow for blank values in required fields. However, the .xlsx Import Parser (used for flex header templates) only looks at the headers in the file, which allows you to import empty values under certain columns.
This can create a “0” quantity line item if a cell under the 'Qty' column is left empty, and the system will allow you to close the order as such. Please always double-check your import templates to ensure the data is as you need it to be for your purposes.
Why do I keep receiving an error upon upload?
If your import template comes back with an error, here is some light troubleshooting:
- Confirm the import parsers are correct under Orders > Order Import Preferences and Receipts > Receipt Import Preferences.
- Unless specifically directed otherwise, we recommend uploading standard import templates in 'WMS tab-delimited' format.
- For Flex Header Import Templates, you are required to upload in 'WMS header based (txt-tab, xlsx)' format.
- Make sure your file is saved in the appropriate format—the required format is defined in the Instructions sheet on each import template.
- For standard templates, remember to remove the headers.
- Remove any extra spaces or tabs.
One of the most common issues we find in "broken" import templates are unintentional line breaks in your data. To easily search and remove line breaks in your Excel document, do the following:
1. Press < Ctrl + F > on your keyboard, then select the Replace tab.
2. In the 'Find what' field, enter < Ctrl + J > to identify the line breaks in your sheet.
3. Leave the 'Replace with' field empty, then click Replace All. If there were line breaks present, a confirmation message will appear informing you how many replacements were made.
- Try to limit the number of blank rows beneath the cells with data. We recommend never exceeding 300 rows of text.
- When applicable, ensure your reference numbers are in chronological order.
- When applicable, confirm the items exist as active SKUs in 3PL Warehouse Manager and the SKU entries are alphanumeric (avoid using apostrophes, commas, quotations, ampersands, etc).