Velaxe
OrderFlow — Orders, Carts, Quotes/RFQ, Shipments & Returns | Velaxe

OrderFlow

Import orders from CSV or JSON safely

Validate files, map fields, and load historical orders with audit trails.

25 min Intermediate Ops, IT Updated Sep 19, 2025

Overview

Validate files, map fields, and load historical orders with audit trails.

Prerequisites

  • CSV or JSON exports from the legacy system

Permissions required

orders:create orders:export

Downloads & Templates

Steps (4)

Estimated: 25 min
  1. 1

    Open Import Wizard

    Ops 4 min Back to top

    Orders → Import → Choose CSV/JSON. Download templates for reference.

    Tips

    Validation

    Success criteria

  2. 2

    Map fields

    Ops 8 min Back to top

    Map customer, addresses, lines, totals, currency. Save your mapping profile for reuse.

    Tips

    Validation

    • Preview shows valid totals and currencies for sample rows.

    Success criteria

  3. 3

    Dry run

    Ops 5 min Back to top

    Run a validation-only import to surface errors without creating records.

    Tips

    Validation

    Success criteria

  4. 4

    Import & audit

    Ops/IT 8 min Back to top

    Run the import. Review audit trail and error queue; re-run fixed rows.

    Tips

    Validation

    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.