Data Import - Creating Imports

Overview
This guide is a walk through for the creation of a scheduled Data Import to provide an example of each step involved. Some of the steps might vary slightly for different Import Types, but the basic principles will remain the same.

Table of Contents

General

There are several key differences between using the Add Scheduled Import import and the Import Now type imports

  • Add Scheduled Import allows for a schedule to be set for imports
  • As Add Scheduled Import will have constant access to the import file, the column mapping is saved for this type of import
  • Import Now allows you to upload files directly from your computer, without using Dropbox
  • It is still possible to use the Import Now feature to specify a remote file location
    • The file must be located at a publicly available location

This document will refer to an import set up using the Add Scheduled Import method

Scheduled Imports

  1. Access Data Import
    • Select Settings > Import & Export Data > Import Data
      • In the navigation menu on the left side of the screen, click on Settings
      • Under Settings, select Import & Export Data
      • A new section will open under Import & Export Data, click on Import Data
  2. Add new import
    • Click the Add Scheduled Import button to open a new Import dialog screen and set up an import that is capable of running on a regular schedule
  3. Define the Name and Import Type
    • Specify a Name for the new import. This will ensure that it can be identified correctly later, or by other staff
      • Please note that you cannot have 2 imports with the same name
    • Select the Import Type for the import you want to set up. As an example, to import new orders set the Import Type to 'Open Order Import'
    • Click the Next button to proceed
  4. Select the file name and location
    • Please note that the maximum permitted file size is 25MB. Files larger than this will be rejected
    • Use the following guides for full details on defining the file name and location of the file to be used to import the data to Linnworks
    • Click the Next button to proceed
  5. Set up column mapping
    • Column mapping is used to set up a link between the column headers provided in the file being imported to Linnworks and the field in Linnworks that will contain the imported values
    • Use the following guide for full details on column mapping
    • Click the Next button to proceed
  6. Set up the schedule
    • A schedule is used to define how regularly the import should run, be it hourly, daily or weekly
    • Use the following guide for full details on setting up an import schedule
    • Click the Save button

Import Now

  1. Access Data Import
    • Select Settings > Import & Export Data > Import Data
      • In the navigation menu on the left side of the screen, click on Settings
      • Under Settings, select Import & Export Data
      • A new section will open under Import & Export Data, click on Import Data
  2. Add new import
    • Click the Import Now button to open a new Import dialog screen and set up an import that is capable uploading a file directly from your computer
  3. Define the Name and Import Type
    • Specify a Name for the new import. This will ensure that it can be identified correctly later, or by other staff
      • Please note that you cannot have 2 imports with the same name
    • Select the Import Type for the import you want to set up. As an example, to import new orders set the Import Type to 'Open Order Import'
    • Click the Next button to proceed
  4. Select the File
    • Please note that the maximum permitted file size is 25MB. Files larger than this will be rejected
    • Click Choose Template to open a file explorer to select the file from your computer
    • To specify a URL:
      • Click the  icon
      • Click Upload from URL
      • Enter the URL in the new window
  5. Set up column mapping
    • Column mapping is used to set up a link between the column headers provided in the file being imported to Linnworks and the field in Linnworks that will contain the imported values
    • Use the following guide for full details on column mapping
    • Click the Run Now button to proceed and execute the import