Managing Non-Integrated Orders

Process orders in Goflow from non-integrated channels by uploading a CSV file with order details. Unlike integrated channels, where order imports and shipment notifications are automated, non-integrated channels follow a four-step manual workflow:

1. Channel › File - Export open orders from the channel.
2. File › Goflow - Import order data to Goflow.
3. Goflow › File - Export shipment details from Goflow.
4. File › Channel - Import shipments back to the channel.

Before uploading orders, create a non-integrated store in Goflow.

Exporting Order Data from the Channel

Log in to your channel portal and review the available options for exporting order data. Create and save a standardized export template that can be reused consistently, and which includes all necessary order-level and item-level details.

Export the report in CSV format. If the channel only supports Excel exports, save the file and convert it to CSV on your own.

Run the export daily to capture new orders from the channel.

Importing an Order File into Goflow

Use the file exported from your channel to import orders into Goflow. Follow these steps:

1. From the left sidebar, go to Orders › Orders.
2. In the upper-right corner, click the Upload icon and select Import Orders.
3. Select the store.
4. Select an existing mapping. When importing a file for the first time, create a new mapping.
5. Click Choose File and upload the export file.
6. To edit mappings, click Edit Mappings or Edit Ship Mappings.
7. Click Upload Orders to import the orders.

It may take a few minutes for the import to complete and for all orders to appear in Goflow.

Creating an Import File Mapping

Since each channel has its own file export structure, Goflow does not require a standardized import template. Instead, create a custom mapping that links each CSV header to a corresponding order field.

To create a new mapping, follow these steps:

1. From the left sidebar, go to Orders › Orders.
2. In the upper-right corner, click the Upload icon and select Import Orders.
3. Select the store.
4. Under Mapping, select New Mapping.
5. Click Choose File and upload the export file.
6. Enter a Name for the mapping so it can be reused for future imports.
7. Map all order fields, and click Next.
8. Map the shipping methods, and click Save Shipping Mappings.
9. Preview the first order in the file. Click the plus icon to expand and view order items.
10. Click Upload Orders to import the orders.

Mapping Order Fields

For each order field, select the CSV header that contains the corresponding information. Required fields are marked in Goflow with an asterisk (*).

Basic Order Details

• Order Number - Must be unique within each store. If an order with the same number already exists, the order will not be imported.
• PO Number - The customer order number.
• Order Date - The order date. If left empty, it defaults to the current date.
• Customer ID - Select the field containing the customer name.
• Billing Name - The customer name. Map either the full name or the first and last names separately.
• Billing Address Fields - Required fields include Street 1, City, State, and ZIP Code.
• Billing Country - If all orders share the same billing country, you can set a default country.
• Shipping Name - The customer name. Map either the full name or the first and last names separately.
• Shipping Address Fields - Required fields include Street 1, City, State, and ZIP Code.
• Shipping Country - If all orders share the same shipping country, you can set a default country.
• Shipping Method - The header containing either the shipping method or the service level. Exact shipping methods will be configured in the next step.
• Carrier - If the Shipping Method field contains only the service level, you may map the carrier separately here.

Additional Order Details

• Shipping Charge - The amount charged to the customer for shipping.
• Sales Tax - Sales tax collected on the order.
• Ship-By Date - The date by which the order must ship.
• Shipping Reference 1 - Prints on the shipping label. Map to order number, PO number, or other reference information.
• Shipping Reference 2 - Prints on the shipping label if the carrier supports a second reference field.
• Third-Party Billing - Fields for third-party billing information when they vary from order to order. If all orders for this store use the same third-party billing details, set it up at the store level.
• Notes - Notes for internal reference, packing instructions, or to print on the packing slip.

Item Details

• Item SKU - The store SKU. This will be mapped to your product catalog.
• Item Description - The item description from the store.
• Quantity - The quantity ordered.
• Price - The price per unit.

Mapping Shipping Methods

For each unique value in the Shipping Method column of your CSV file, specify which shipping method it represents. For example:

• Standard = USPS Ground Advantage
• FXHD = FedEx Home Delivery
• EXLA = LTL

Every record in the file must include a value in the Shipping Method column. You will not be able to complete the mapping if any rows are missing a shipping method.

When you import an order file that contains new shipping methods, you will be prompted to map those methods.

Exporting Shipment Data from Goflow

After the uploaded orders are processed and shipped, export the shipment details from Goflow to update the channel with order shipments. Follow these steps:

1. From the sidebar menu, go to Orders › Orders.
2. In the upper-right corner, click the download icon and select Export Shipping Confirmations.
3. Select the store.
4. Enter the Ship Date (e.g., today).
5. Select an existing mapping. When exporting shipments for the first time, create a new mapping.
6. Click Export to download a CSV file.

Creating an Export File Mapping

Because each channel uses its own import format, Goflow does not provide a standardized export template. Instead, create a custom export and name each file header according to the channel’s requirements.

To create a new mapping, follow these steps:

1. From the sidebar menu, go to Orders › Orders.
2. In the upper-right corner, click the download icon and select Export Shipping Confirmations.
3. Select the store.
4. Click Create New Mapping.
5. Enter a Name for the mapping so it can be reused for future exports.
6. For each order field in the Value column, specify the Header name required by the channel.
7. Click Save to save your export template.

Importing Order Shipments to the Channel

Log in to your channel portal and review the available options for importing order shipment details. Use the CSV export to upload shipments.