Autodesk Prodsmart allows you to customize the mapping of how each column is uploaded into Prodsmart, by defining how the Sales Order Import will read your excel files.
This means that if you have an export from other systems, you can create a template to read it in Autodesk Prodsmart and re-use it whenever you need to, without having to adjust the Excel/.csv columns and formatting the data to Prodsmart.
To start, go to Sales Order -> Import -> Manage Imports
In this page you can manage already created imports, or add new ones.
After clicking “+Add Import” to map an import template, you can add the import file that you will be mapping, give it a name and decide how many lines you want Prodsmart to ignore for headers.
Autodesk Prodsmart will read your import file, let you know what’s written in the headers and give you sample data of the content in the initial cells for each of these columns.
Then you can add where that information will be mapped to and add a custom conversion (this will transform all information in this field with a rule that you can set. Take a look at additional notes for this below).
Note: If some of these entities do not exist in Prodsmart, they will be created.
To map where each piece of information goes to, use the field setup dropdown.
To map a piece of information
“+Add field” on the Field Setup column.
How to create a compound field
In this example, you can have the Client’s First and Last Name in different columns, and you can map them as such, to create the full client name.
Map fixed fields that are not in your import
For these, you can add a fixed value conversion (will be explained below).
Example: If the billing address country is always the US, but this is not specified in your Excel anywhere, you can add it as an additional field (the option will be at the bottom).
You should afterwards add the "Billing address country" and add the conversion to be a fixed value, "US".
After finishing your mapping, you can save your import template, or save and import the file you used to set up the template.
Now you can re-use this template to import other files that are in the same format, saving your precious time in getting your orders into Autodesk Prodsmart.
To do this go to Sales Orders -> Import and choose the template you already set up.
As mentioned before, when mapping fields you can add custom conversions. These will change how Prodsmart reads and imports the information in your file to Prodsmart.
There are several different types of custom conversions that can be set up, here is what they do:
Set prefix : Set a prefix on all values being imported for this column.
Set suffix : Set a suffix on all values being imported for this column.
Set shipping service conversion : Lets you choose which shipping service to use. In the example below, Autodesk Prodsmart will be converting the value “First Class” to “USPS First Class Mail”.
Set date and time format : Allows Prodsmart to know what date and time format is being used in your fields (dd/mm/yy, mm/dd/yy or dd/mm/yy - hh:mm, for example)
Find and Replace : Allows you to replace a string of text with another every time the import is read.
Remove leading zeros : Removes zeros from the left side of any number that is read from this column.
Set fixed value : This replaces any value that is on the chosen column with what you input in this conversion
If you still have some doubts about the ‘Configurable Sales Order Import’, feel free to reach out in our live-chat feature or directly to your CSM.
Need help? Request a Prodsmart expert to contact you here.