we are importing some sales orders via CVS import....
# general
j
we are importing some sales orders via CVS import. we want to link via the item name, but we have "Show display name with item codes" ticked. This seems to make NS require the Item name + item description on the item field for import. is there some way to import orders with just the item name?
j
Usually if you're importing by name you have to import it as it shows in the UI. Have you tried exporting your item list and doing a vlookup to the full description, internal ID, or external ID? I almost always import using internal ID where possible to ensure I have a good match going in.
👍 3
j
thanks James, we were hoping to use the item name only. but failing that i'll look into using either the internal or external IDs. The reason is we are trying to streamline the process so no handling of the CSV is required. These CSVs come from our online store and we are trying to make a process that requires as few clicks as possible to import the orders