Schedule the Loading of CSV Sales Orders and Invoices

To load CSV sales orders and invoices:

1. Navigate to the Create Import Activity: Enter Import Options page.

   Tools > Import Management > Create Import Activity

2. Add the following details in the Summary section:
   • Name: Enter a name for the import activity.
   • Description: Enter a description for the import activity.
   • Object: Select Channel Batch Transaction.
   • File Name: Select the CSV file.
3. In the Advance Options section, specify the information in the following sections as required:
   • Source File
   • Import Options
   • Create Schedule
4. Click Next.
5. In the Create Import Activity: Map Fields: Channel Batch Transaction page, select the type of Import Mapping. By default, this is Automatic Mapping. The Map Fields section displays the mapping of the Column Header to the Attribute Display Name based on the predefined template.
6. Click Next. The Create Import Activity: Review and Submit: Channel Batch Transaction appears.

Verify the mapping and click Submit.