Setting Up Automatic Order Import from Your Store or Marketplace

Introduction

Set up automatic order import to bring orders from your e-commerce store or marketplace into Salesorder without manual entry. This helps your team keep order data accurate, reduce processing time, and maintain visibility across sales channels.

Prerequisites

Before you begin, make sure you have the following ready:

• Access to your Salesorder account with permission to manage integrations
• Admin access to your e-commerce store or marketplace account
• A list of the order fields you want to sync, such as customer details, items, quantities, taxes, shipping method, and payment status
• The source system order status that should trigger import
• Any API credentials, app keys, or integration settings required by your sales channel

Step-by-step instructions

Step 1: Connect your sales channel integration

In Salesorder, open your integrations or sales channels area and connect the relevant storefront or marketplace. Follow the authorization prompts for your platform and confirm that Salesorder can access order data.

Step 2: Choose the fields to sync

Select which source fields should map into Salesorder order fields. Common fields include customer name, email, billing and shipping address, line items, quantities, tax amounts, shipping method, discounts, and payment status.

Step 3: Map source fields to Salesorder fields

Review each field mapping carefully to make sure the source data lands in the correct destination field. If your marketplace uses different field names, match them to the equivalent Salesorder fields before saving.

Step 4: Set the import frequency

Choose whether orders should import in real time or on a scheduled interval, if your integration supports both options. Use real-time sync when you need immediate order visibility, or a scheduled import when batch processing is preferred.

Step 5: Confirm the source order status

Make sure the status used by your store or marketplace matches the status required for import. For example, some systems only import paid, confirmed, or fulfilled orders. If the status does not match, the order may not appear in Salesorder.

Step 6: Test with a sample order

Create or use a sample order and verify that it imports correctly into Salesorder. Check that the customer details, line items, taxes, shipping method, and payment status display as expected.

Step 7: Monitor the first imports

Review the first few imported orders to confirm that the mapping, timing, and status rules are working correctly. If needed, adjust the field mapping or import settings before rolling out the integration to all orders.

Tips and best practices

• Start with a small test set before enabling full-volume imports
• Keep field names and status rules documented for future troubleshooting
• Review tax, shipping, and payment mappings carefully, as these fields often vary by platform
• Recheck the integration after marketplace or storefront updates
• Use real-time sync only if your workflow requires immediate order processing

Next steps

After your automatic order import is working, you can expand the integration to include additional fields, downstream workflow automation, or connected systems such as ERP, accounting, logistics, or fulfillment tools.

Contact support

If you need help with a specific marketplace or storefront, contact Salesorder support. Our team can review your mapping, confirm your status settings, and verify that orders are importing as expected.

Additional information

If you are integrating a custom storefront or a marketplace with unique order fields, you may need platform-specific mapping rules or API configuration. [Insert link to related integration guide]