How to Bulk Create or Update Order Records via CSV

This guide explains how to bulk create and update Order records using a CSV file.

Bulk create order records via CSV

1. Open the Order object and click Import.
2. Select CSV file as the import source.
3. Download the Order CSV import template if needed and fill in required fields.
4. Upload the CSV file.
5. Map CSV headers to Sanka properties and keep the object set to Order.
6. If your CSV includes company and item IDs, keep the company key property and item key property set to ID.
7. Select Create order records and run the import.
8. Confirm the records are created.

Bulk update order records via CSV

To update existing records, include an Order ID column (Sanka auto-numbered ID or your unique ID). Example: updating order status from "Ordered" to "Delivered".

• Use the value for status fields (not the label). You can check values in the property settings screen.

1. Open Import and select CSV file.
2. Upload the CSV and map headers to Sanka properties.
3. Select Update order records and set the key property to Order ID (or your unique ID).
4. Run the import.

Error and history

To review import status and error files, see CSV Import/Export Errors.