Overview
Validate files, map fields, and load historical orders with audit trails.
Prerequisites
- CSV or JSON exports from the legacy system
Permissions required
Downloads & Templates
Steps (4)
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1
Open Import Wizard
Orders → Import → Choose CSV/JSON. Download templates for reference.
Tips
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Validation
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Success criteria
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2
Map fields
Map customer, addresses, lines, totals, currency. Save your mapping profile for reuse.
Tips
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Validation
- Preview shows valid totals and currencies for sample rows.
Success criteria
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3
Dry run
Run a validation-only import to surface errors without creating records.
Tips
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Validation
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Success criteria
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4
Import & audit
Run the import. Review audit trail and error queue; re-run fixed rows.
Tips
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Validation
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Success criteria
- Orders appear with original created_at and source=import.
About this guide
OrderFlow is the operational heart of your store. Create and manage carts and orders, handle quotes/RFQs with approvals for B2B, and orchestrate shipments and returns. Keep teams aligned with timelines, status tracking and fast analytics rollups.
Recovery flows detect abandoned carts and trigger emails. Deep integrations connect ProductCatalog, Access Guard, Payments and ChannelBridge so OrderFlow stays in sync without storing card data. Export/import CSV or JSON, publish webhooks, and automate downstream processes with a secure Bridges layer.