Import Orders

Step by step guide

Reminder: In Fingertip, everything starts with an order. Each order consists of a set of Properties that make up your Order Info. There are 3 ways to create an order: Manually (from scratch, with or without a template), via Excel document upload or through an API connection to your existing ERP solution where all your order info sits.

When you have a big amount of orders that you need to create, Order Creation using Order Import feature allows you to import your orders from an Excel file.

Detailed steps of Order Creation using Order Import feature:

Get your Excel template

Import order window

First click on ‘Import Orders’ button

Choose Order Info Template

Each workflow (or TnA tracker critical path) has their own template, meaning a standard critical path for your organization (Remember you can save as many TnA templates as you want. For example, one template per product category, or one template per customer, etc…).

Select the relevant workflow template for the orders you wish to import.

Get your Excel template

Click on Download Excel Template on the blue icon. The file is being immediately downloaded.

Fill in the Excel template

Open the the Excel that you just download. You can fill the information direct in this Excel file or you can copy the information from your excel file in to the Excel that you just downloaded.

Upload the Excel template

Drop your file

Click on next to go to upload process.

Drop your Excel file

Click on next to process the data. You will need to wait for a moment until it finishes to import. If everything goes well, you will get a SUCCESS message. You can then close to dialogue box and start managing your orders.

Fail import

If there is any issue with your order information in your Excel file, you will get an alert.

Check reason for fail import

Click on “Click here to download” to download the Excel file which will tell you what need to change.

Review the Excel fail details

You can immediately see explanation of the failure in red and and the highlight on failed orders.

⚠️ You can delete the success orders because they are already uploaded.

Then correct your orders and save.

Upload Excel File again

Click on try again to be able to upload the updated file.

Upload your updated file once again

When the upload is SUCCESS, click on Close to finish your orders’ upload.

⚠️ You order may not appear in the first page, depending on their delivery date. By default, Fingertip shows the orders with the furthest delivery date first. You can look for them via Order Searching feature.

Step by step guide Detailed steps of Order Creation using Order Import feature:Get your Excel template Import order window Choose Order Info Template Get your Excel template Fill in the Excel template Upload the Excel template Drop your file Fail import Check reason for fail import Review the Excel fail details Upload Excel File again