Importing/Exporting Orders
You can mass import and export your orders on your B2B portal. Let’s see how you can do this and what you need to look out for.
Importing Orders
To upload past orders to your B2B eCommerce platform, you must first set up your price lists and products on B2B Wave. If you have already done that, then follow these steps:
Step 1. Go to Tools >Import Orders and click “Sample File Import.”
Step 2. Open the spreadsheet and fill in the necessary information. Here you’ll find the following fields.
| order_reference_code | Enter the order’s reference number |
| order_status | Add the corresponding order status (e.g., Submitted, Invoiced) |
| customer_company | Insert the name of the company that purchased the order NOTE: If you don’t have customers’ company names, you can use their emails instead. In this case, you need to add a column named “customer_email” |
| product_code | Add the code of the product included in the order. Each product code should have its row in your spreadsheet. For example, if a customer has ordered two products (e.g., SKU1 and SKU2), then you should create one row in your spreadsheet for SKU1 and another for SKU2 |
| product_quantity | Enter the quantity of the product included in the order |
| order_submitted_date | Insert the order’s submission date. Remember that the date should follow this format: YY-MM-DD (e.g., 2023-07-14) |
Importantly, you can include additional information in your order export file, if applicable. Specifically:
| product_name | Insert the product’s name (e.g., Adirondack Blanket - Charcoal Knit) |
| product_price | Add the product’s price for the order |
| delivery_date | Add the delivery date as requested by the customer, if applicable. Remember that the date should follow this format: YY-MM-DD (e.g., 2023-07-14) |
| comments_customer | Type any comments the customer left for the order during checkout |
| customer_email | Type the email of the customer who placed the order |
| address/address2 | Insert the customer’s address |
| city | Enter the customer’s city |
| province | Type the customer’s province/state |
| country | Insert the customer’s country |
| postal_code | Add the customer’s postal/zip code |
| shipping_tracking | Enter the order's tracking number, if applicable |
| shipping_option | Enter the name of the selected shipping option for the order |
| shipping_costs | Add the order’s shipping costs, if applicable |
| ship_date | Type the order’s shipping date, if applicable |
| payment_method | Insert the payment method for the order (e.g., Bank/Wire Transfer) |
Step 3. Go to Tools >Import Orders and click “Choose File” to upload your spreadsheet. Remember that your file should be in .xlsx format.
Step 4. Check the “Reduce Stock” option if you’d like to reduce the inventory for the products included in your imported orders; otherwise, leave this box unchecked. Next, click “Import” to upload your past orders.
Exporting Orders
To export orders placed on your digital B2B store, go to the Orders menu on your Admin Panel and click the “Export” button.
The exported spreadsheet includes the following columns:
| order_id | Refers to the order’s ID number. Remember that this information is useful for API calls |
| order_customer_reference | Corresponds to the purchase order number or notification if this order is the result of a merge |
| order_submitted_date | Reflects the order’s submission date |
| order_delivery_date | Refers to the delivery date as requested by the customer, if applicable. If not, this cell will be blank |
| comments_customer | Corresponds to any comments the customer left for the order during checkout |
| order_status | Showcases the order’s status (e.g., Submitted, Invoiced) |
| customer_id | Corresponds to the customer's id number as assigned on B2B Wave |
| customer_company | Refers to the name of the company that purchased the order |
| customer_code | Corresponds to the internal reference code used for the customer |
| product_code | Reflects the code of the product |
| product_reference_code | Showcases the internal reference code used for the product |
| product_variant | Refers to the product’s option and variant, if applicable (e.g., Color:Grey,Size:S) |
| product_variant_code | Reflects the product’s variant code, if applicable |
| product_name | Corresponds to the product’s name (e.g., Kenya Cappuccino Blend) |
| product_quantity | Showcases the product’s quantity for the specific order |
| product_unit | Reflects the product’s measurement unit (e.g., oz) |
| product_price |
Corresponds to the product’s price for the product |
| product_discount | Showcases the discount applied to this item on the order |
| product_final_price | Refers to the final product’s price |
| line_total | Showcases the result of the multiplication of the product’s quantity by the product’s final price (e.g., If a customer has ordered 100 pieces of a clothing item whose final price is 150, the line total will be 15000) |
| tax_rate | Refers to the order's tax rate in percentage format (%) |
| total_tax | Showcases the order's tax amount |
| line_total_after_tax | Reflects each product's total cost after tax |
| order_discount | Showcases if the order has a discount applied to it (“1”) or not (“0”) |
| order_total | Corresponds to the total order’s cost before tax,calculated for all products included in it |
| order_total_after_tax | Showcases the total cost of all products in the order after tax,calculated for all products included in it |
| currency | Reflects the currency in which the order was placed(e.g., USD, EUR) |
| address/address2 | Refers to the customer’s address |
| city | Corresponds to the customer’s city |
| province |
Showcases the customer’s province/state |
| country |
Reflects the customer’s country |
| postal_code | Refers to the customer’s postal/zip code |
| shipping_tracking | Corresponds to the order's tracking number, if applicable. Otherwise, the cell will be empty |
| shipping_option_name | Showcases the name of theselected shipping option for the order(e.g., Standard Delivery, Next Day Delivery) |
| payment method | Correspondsto the payment method chosen for this order(e.g., Stripe, Bank/Wire Transfer) |
| transaction_id | Refers to the payment provider’s transaction ID, if applicable |
Finally, remember that you can export only specific orders by checking them and then clicking “Export” in the drop-down menu left of the “id” column.
NOTE: Please contact our support if you need help filtering or organizing your order data.