Can I import orders into Pressero via the API?

PRESSERO > *Integration Information & Supported Services
Assuming you have added the option to access the Pressero API to your subscription, Pressero supports importing orders via an Excel file using the API. Below is the information needed to complete the process. 
 
Use the following API endpoints, passing the authentication token as in any other API calls. Below are the endpoints and how to interact with them:
 
#1. Download Template - The template should be downloaded via your Pressero admin and filled for importing the orders. To get the file from admin go to "/orders/importTemplate". The file will be generated and downloaded.
 
#2. Import Process - After filling up the spreadsheet, POST the file through the API using the endpoint (https://admin.chi.v6.pressero.com/api/v2/orders/import). The server will return an identifier that can be used to monitor the progress of the operation.
 
#3. Checking the Progress - Using the returned identifier, you can perform a GET operation to retrieve the progress information about the process (https://admin.chi.v6.pressero.com/api/v2/orders/import/status/?importId=RETURNED_PROGRESS_ID).
 
Important Details: 
  • Import Interruptions. If the import is happening during a firecall or system update, there is a slight chance the import could be interrupted. Our process tries to not stop the process but note that there is a chance this could happen if both are going on at the same time. This could require the import process to be restarted. 
  • Site URL Required. The Site URL for the Pressero store must be included in the excel file being imported.
  • Site Users Must Exist. Users must already exist in Pressero. You may use one User for all orders and just specify the individuals in the shipping information, or you can use the Pressero feature for importing users via excel, or upload users via the API. We need to know the user by Login Name or Email Address. 
  • Order ID. Order ID from customers file will be entered into the "Job #" Field that we collect on an item level. 
  • Order ID Numbering. Each "same" Order ID will be gathered together and entered in as one Pressero Order number with each line item being a different Item number. Pressero orders are in the format of 12345-1, 12345-2, 12345-3, 123456-1, 123456-2, etc. 
Please Note: For the Orders to be imported with multiple line items(in the format "123-1 123-2 etc", the values entered in some columns must be identical.
 
Pressero can combine several lines into one single order from the Import Order Sheet using API  however for these lines values in the column should be the same: Site domain, Site User, Order PO#, Job# & Billing Information.
 
  • Billing Address: Unspecified. If no billing address is specified in the import then we will use the default billing address found in the site settings for all entries with an empty address and group them by Site Domain, User Name, PO Number and Job Number.
  • Billing Address: Specified. If the same billing address is specified for all like Order ID's, then they will all be under one Order # in Pressero. If there are 2 or more billing addresses for like Order ID's, then we will create a new Order number in Pressero for each of the Order ID/billing address combinations because there can only be one billing address per order in Pressero. Because of this, multiple orders in Pressero could share the same Job # (Order ID from file).  
  • Payment URL Option. If desired, you can create a URL and provide it to the customer so they can go to the portal and make a payment for the order submitted.
  • Product ID & Product URL. The product ID will be used as the product URL so the Site Domain will be one column and the Product ID will be another. Together they will make up the product URL. You should match the desired product for the order in this way.
  • Order Approval. All items imported will be assumed "Approved"
  • Payment & Shipment Details. Pressero is able to log payment details and shipment details after an order is placed in Pressero. Both of these areas are available via the API and if requested for imported orders, the detail must be imported via the API and not by this import process.
The Excel file import of orders WILL NOT do:
  • Kitting
  • Budgets
  • Email notifications (we will not send any emails)
  • Vendor assignment or notifications
  • Pricing Engines (no price calculations) - only fixed prices can be used as shown in upload
  • Printers Location - this information comes from the site settings
Information about each Item ordered that is supported in the import: 
  • Total 
  • Quantity
  • Requested Ship Date
  • Projected Ship Date
  • Ship Method
  • Notes or Comments (Item Notes)
  • Tax
  • Shipping
  • Shipping Details
  • First Name
  • Last Name
  • Title
  • Business Name
    • Address 1
    • Address 2
    • Address 3
    • City
    • State
    • Postal Code
  • Inventory (Stock Name) to deduct quantity from
Information about the Order that are supported in the import:
  • PO #
  • Discount
  • Paid (Yes/No) if not specified will be left as unpaid
  • Total = Tax + Shipping + (Sum of Item Price) - Discount
 
FIELD MAPPING GUIDE:
 
FIELD NAME
REQ?
FORMAT
EXAMPLE
NOTES
Site Domain
Yes
text: url of your site
mydomainname.com   OR  mydomain.chi.v6.pressero.com
Primary domain of the site the order belongs to.
Site User
Yes
email
siteuser@mydomain.com
The site user the order should be associated with. Can use username if that requirement is active.
Order PO#
No
text/number
100023
Can be required if your site requires PO numbers
Job#
Yes
number
1
The line item of your order. All single item orders have a Job# value of "1"
Order Is Paid
Yes
True or False
TRUE
 
Product URL name
Yes
business-cards-color
Product must exist on the site.
Order Requested Ship Date
No
date: mm/dd/yyyy
7/4/2020
Can be required if your site has Capture Requested Ship Date enabled.
Item Projected Ship Date
Yes
date: mm/dd/yyyy
7/4/2020
Will be the same as Requested Date if Requested Ship Date is required.
Item Quantity
Yes
number
250
 
Item Price
Yes
dollar amount
$50.63
 
Item Tax Amount
Yes
dollar amount
$5.06
 
Item Discount Amount
Yes
dollar amount
$10.00
 
Item Shipping Cost
Yes
dollar amount
$0.00
 
Item Weight
Yes
number
5
Just the number value. The unit used will depend on culture settings
Item Notes
No
text
Please blind ship
Additional order notes from the person placing the order
Item Ship Method
Yes
text
UPS Ground
Uses the available ship methods assigned to the site the order belongs to
Ship To Title
No
text
Vice-President
 
Ship To Business Name
No
text
Acme Corp.
 
Ship To First Name
Yes
text
Dwight
 
Ship To Last Name
Yes
text
Schrute
 
Ship To Address1
Yes
text/number
100 Main Street
 
Ship To Address2
No
text/number
unit 25
 
Ship To Address3
No
text/number
2nd floor
 
Ship To City
Yes
text
San Francisco
 
Ship To Country
Yes
text
US
Needs a two-letter format for Country Code
Ship To State
Yes
text
CA
Needs a two-letter format for State or Province
Ship To Postal
Yes
number
94111
 
Ship To Phone
Yes
phone number
111-222-3333
 
Ship To Fax
No
phone number
111-222-3334
 
Ship To Email
No
email
recipient@mydomain.com
 
Bill To Title
No
text
Vice-President
 
Bill To Business Name
No
text
Acme Corp.
 
Bill To First Name
Yes
text
Dwight
 
Bill To Last Name
Yes
text
Schrute
 
Bill To Address1
Yes
text/number
100 Main Street
 
Bill To Address2
No
text/number
unit 25
 
Bill To Address3
No
text/number
2nd floor
 
Bill To City
Yes
text
San Francisco
 
Bill To Country
Yes
text
US
Needs a two-letter format for Country Code
Bill To State
Yes
text
CA
Needs a two-letter format for State or Province
Bill To Postal
Yes
number
94111
 
Bill To Phone
Yes
phone number
111-222-3333
 
Bill To Fax
No
phone number
111-222-3334
 
Bill To Email
No
email
recipient@mydomain.com