Using the Sage Peachtree Tool on – Order Import

The Sage Peachtree import functionality for ‘Orders’ works as outlined below:

Import Orders:

Step-1:

The registered user/member selects his/her Orders .CSV file. This file will be generated by exporting the sales order journal data from his/her Sage Peachtree Accounting software as presented in the screenshot below.

 

 

Please Note:  It is important that the user imports both their products and customers from their Sage Peachtree accounting software to their account on before importing their sales orders. The reason for this is that orders do need to have related products and customers within and without this association, will result in an unsuccessful operation.

Step-2:

When the registered user clicks on the “Continue” button, this will result in all of the orders to be imported into an ‘order grid’ as shown below. The user will then have the option to import selected data by checking or unchecking the particular order data.

 

 

 

Step-3:

 

When the registered user clicks on the “Continue” button, this will result in the screen below where the user has to then match all of the imported data columns from the Peachtree software infrastructure with the data columns. The left side of this screen displays all of the column names that are taken from the ‘Orders .CSV’ file and the right side displays all of the columns that are used in the OnlyBusiness orders database.  The data fields that are the same in both applications are shown as mapped and the columns that are different have to be mapped manually. If the .CSV file contains columns (data fields) that do not have any matched column names with the columns (data fields) within the system, the user would have to select “Do Not Import”  for these columns (data fields) as indicated below.

 

 

The purpose of this screen to ensure that the user matches the required Sage Peachtree orders columns (also referred to as ‘data fields’) which are shown in left side of above screen, to the required and optional orders columns (data fields).

Once the user has matched all of the .CSV columns with the columns (data fields), the user can then continue with the import process.

Please Note:

Users who are already using the import / export process within the Sage Peachtree software should not experience any problems in importing data from Sage Peachtree to . Sage Peachtree uses the same process as indicated in the screenshot below from Sage Peachtree. E.g.  In the import screen below, the Peachtree user has to select only those columns which are in the .CSV file or this will discontinue the import process.

 

 

Step-4:

When the registered user clicks on the “Continue” button, the user will then be presented with all selected .CSV order data in a grid but now with the database column format. The user will still have an option to go back and map the data fields again or continue with the import process.

Once the user imports data, a ‘Successful Import’ message will appear as shown in the screenshot below.

 

The User can view the imported orders data in the list titled ‘Ecommerce Control Panel – List of Orders’, as indicated below:

 

 

Export Orders:

If the user would like to export the ‘orders’ data from his/her account into the Sage Peachtree software,  the user would be able to select the ‘export’ option under the ‘Orders’ tab. The system provides a default name for the exported file which the user can change as required.  It is important to note that Sage Peachtree requires the naming device of an “Account Receivable Account” and “G/L  Account No” in the imported file, along with the other ‘orders’ data that is available within the  account.  Therefore, it is required for users to provide the same file naming devices when exporting their ‘orders’ data from or this will casuse an error in the Sage Peachtree import process. When the registered user clicks on the “Continue” button, this will generate a .CSV file with all of the ‘orders’ data in a format that Sage Peachtree can read.

Please Note:  It is important that the user exports both their products and customers from their account on to Sage Peachtree accounting software before exporting their sales orders. The reason for this is that orders do need to have related products and customers from and without this association, will result in an unsuccessful operation.