CSV Cart Mapping Instructions

CSV Cart Mapping Instructions

To setup your own custom CSV format for loading orders into CartRover, in the CSV cart's settings, make sure the CSV File Format is set to Custom. If you already have defined some formats, you can select them, otherwise click the Manage CSV Formats button at the bottom of the page. You don't need to fill out any of the other CSV settings fields to do this.

Select the file type you will be mapping (Order, Confirmation, or Inventory).

Click New Order File. You can come back here later and edit an existing format if needed. There will be another button displayed for editing.

If you have a sample file, choose it on the left and click Upload. If not, click Manually Set Up CSV Format on the right.

When uploading a sample file for mapping, large files are not allowed. If your file is too big, try uploading a smaller sample file or edit your file so it only contains a few orders.

You must next define the delimiters in the file (eg: comma), if the file will have a header row, and whether orders with multiple products will be duplicated vertically, or the products added at the end of the line Horizontally. Double check these and make sure they are correct. An error here will cause your orders to be loaded incorrectly or could cause some records to be missed.

Next, for each column in the CSV file, you must select what type of data is there. Choose from the dropdown.

 

Important - Order Number

 Due to current limitations, the field containing your order number should be mapped to both cust_ref and cust_po_no. Below is a screenshot showing how this should look when setup correctly:

To do this, set one of the fields, then click the link icon () and select the other field. The link allows you to map a single field in the csv file to multiple fields in CartRover.

 

If your csv file is Horizontal, you must click the Red dot() at the end of the product information for the first product. For example, if there is a product code, quantity, and price, click the red dot corresponding to the first product's price. CartRover will then know to expect additional products after that in the same order.

Additionally, at the bottom of the page you can set Constant Values. These lets you pass a value to CartRover which is not actually in the CSV file. Just select the CartRover field and enter what data should be put in it.


    • Related Articles

    • Setting Up CSV Files

      CSV Files are treated like any other shopping cart. To setup, add a new cart and select CSV Files from the list of options. The logo for it is the same as the one shown above. Integration Specs: Supported functions: Order Download Shipment ...
    • CSV Warehouse Mapping Instructions

      To setup your own custom CSV format for sending orders from CartRover to your warehouse, go to the WMS Setup tab. If you already have defined some formats, you can select them here, otherwise click the Customize CSV Fields button at the bottom of the ...
    • How to Upload CSV Order Files into CartRover

      CartRover offers the ability to upload CSV order files either manually into the CartRover interface or via FTP.  For instructions on how to load via FTP, please click HERE.  The below instructions will show where to manually load CSV files in the ...
    • How to Load CSV Order Files via FTP into CartRover

      CartRover offers the ability to upload CSV order files either manually into the CartRover interface or via FTP. CartRover can also provide confirmation and inventory files via FTP as well.  For instructions on how to load manually upload CSV files in ...
    • Supported CSV Formats

      CartRover has built in support for several existing CSV formats. If you can create files in one of these formats, just select the format in CartRover you want to use. Here is a list of all the standard formats supported: Simple CSV (details) ...