NOTE: Some non-English characters can cause problems for our database. Please use UTF-8 encoding for your csv files whenever possible.
If your business does not utilize one of the order systems Wicked Reports is integrated with, you are able to manually upload your orders via CSV
You will find the Order Upload Screen in the API & Uploaders section
Order must be uploaded in a valid CSV Format with the following columns. You need to have a header row and they must be in the order described in the sample file.
NOTE: Some non-English characters can cause problems for our database. Please use UTF-8 encoding for your csv files whenever possible.
Required Fields
- ORDERID: Unique OrderID from the source Order system
- ORDERDATETIME: Date & Time the order was placed (Correct formatting example: "9/26/2016 20:15")
- Correct Date Format: MM/DD/YYYY HH:MM (in 24-hour format)
- If 12-hour format, you must include AM/PM, and the correct date format would be: MM/DD/YYYY HH:MM AM/PM
- An example of a correctly formatted ORDERDATETIME field would be: "9/29/2016 20:15" if 24-hour, or "9/29/2016 8:15 PM" if 12-hour.
- Using date and time like this "4-10-17 0:00" will not work. (You need to use / not -)
- Correct Date Format: MM/DD/YYYY HH:MM (in 24-hour format)
- ORDERTIMEZONE: Timezone of Order Date/Time (EST Timezone="UTC-5", CST Timezone="UTC-6", etc)
- ORDERTOTAL: Amount of the Order
- CUSTOMEREMAIL: Email address of the Customer
- ORDERSYSTEM: a reference field of the source system that the orders were pulled from. This should be only ONE WORD and contain no spaces. For example "PayPal" or "AuthorizeNET"
- ISREFUND : YES/NO (required if it is a refund)
NOTE: To refund a payment, the refund must be submitted with the original Order ID and Order System of the initial payment. If you do not specify the same order ID and Order Source a new order will be created and refunded. If this is not your intent, please be sure to reference the original order ID in the ORDERID column.
Optional Fields
- CUSTOMERSTATE: State of Billing Address
- CUSTOMERCOUNTRY: Country of the Billing Address
- SUBSCRIPTIONID: If this order is part of a subscription, each order will have the same "SUBSCRIPTIONID" which is unique to that Order. This ID represents a series of payments for one individual customer. This is NOT a Product ID to be used for multiple orders for multiple customers
- PRODUCTID: Product ID from the source Order system
- PRODUCTNAME: Product Name from the Order system
- CURRENCYCODE: Optional field to provide currency (e.g. USD) for revenue-based subscription pricing only. This IS NOT USED for reporting or ROI calculations. It will only be used to calculate your monthly subscription pricing based on tracked revenue as reported via CSV upload.
CSV Template
When you open the screen, you will see two tabs
- Upload New Orders: You can drag and drop (or select) the .csv order file you want to upload
- Upload Attempt History: You can see all the upload attempts you've made (successful and failed)
When on the Upload New Orders tab, you will see a Drop area where you can Drop a .csv file (or click and select the file).
Once Dropped (or selected), Wicked Reports will attempt to validate all the orders in the file. If NO errors are found, you will see all the orders that were uploaded.
If any errors are found, you will receive a message with the count of orders that have errors. You will be able to continue uploading the good orders and ignore the bad ones.
If you select "Yes", you will be shown the orders to see which ones had errors.
You will then be able to "Submit" the good orders and ignore the bad ones.
What is Wicked Reports Validating In The Orders?
- Each order must have an OrderID
- Each order must have an Email Address
- Each order must have a valid Date/Time of the Order
- Each order must use a valid Timezone
- Each order must have an Order Total. It can be $0.00, but there must be an Order Total
- Each order must have an Order System.
**NOTE: Uploaded Orders are processed daily, like all other orders and will be reflected in your reports the following day