When contacting support, I was instructed to create a CSV file to do a manual import (e.g. manually import ERP Push Errors). How can create that file? And how to use it?

The first step in creating the CSV file is to download the Data Dictionary:

1. Click on Manage, from the top right corner.
2. Go to Core Administration
3. Site Manager > Data Import/Export
4. Click on the Download Data Dictionary.

Once you have the Data Dictionary, you can start using it to create the CSV file. You will need to know the task needed to import the CSV file into:

1. Open the Data Dictionary.
2. Take the task name and search for it in Excel, make sure no extra spaces or characters are included, and search the whole Workbook by clicking on Options>>.
3. When searching, click Find All.
4. It will take you to a page showing the task name as a link in the workbook, click it.
5. In the top third cell from the left C2, you'll find the file name. Copy it and name the file with it (same extension).
6. Column D File Column Name will contain the column titles that need to be on the CSV, this will be your first row on the CSV file.
7. Column K Sample Values can provide with some sample values that you can use to populate the fields, this will be your second row.
8. Any subsequent rows will follow the same logic as step 7.
9. In the case of multiple CSV imports that are linked, ensure that you have the key to be identical (e.g. Order UniqueName or EP number).

Please take special notes on the following:

• The File Column Name is listed vertically, and it needs to be horizontal, you can use special excel paste to convert that with 2 clicks. Same goes for Sample Values.
• Ensure that the values are separated by a comma " , ".
• Use a text editor to create the files, never use excel as it alters certain cell types and values.
• Check the dates, don't change the format, just set it to something logical (not the date in 2009 and the document created in 2019).
• If you need to import ERP Push Errors, ensure that you don't import the same error details twice, change them every time.
• Be sure that you are using UTF-8 encoding.

If an error shows on the Import (explicitly or an exclamation mark next to Complete message), you can check the column it occurred and adjust accordingly.

Most tasks can be triggered from 2 places, the explicit task name, which takes CSV file. And the other usually has a similar name (not identical) followed by Status. Example: Import Purchase Order Error that takes CSV & Import Purchase Order Status that takes ZIP file that hold the CSV, you can use either or, just pay attention to the format and CSV file name. The recommended task to use is the one followed by the word Status.

If you're running into any issues import an ERP Push Error, please refer to Why was my order not updated after successfully importing an error?

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