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If all fields are correctly entered, the Validation information icon will be green
To To create orders with multiple target languages, use a language separator same as appears in the circled cell (can be changed according to your preferences):
Next, select the necessary template from the upper bar.
Customer and Resource in charge can be also selected. Any selections made in the upper bar will overwrite data in the Excel sheet.
“Language separator” field (fig 6)
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Note: if all orders are to be created with the same Customer, Template or Resource in charge you can enter them in the upper bar and leave them blank in the Excel sheet.
After uploading the Excel sheet, the “Validation information” column will indicate which import lines are valid and which lines need fixing.
Valid lines will have a green icon and are ready to be imported into orders in TM.
Invalid lines will have an orange no entry icon and cannot be imported until fixed.
When hovering over the orange no entry icon, a tooltip will display all the invalid values:
Invalid values can be fixed directly from this page or can be fixed in the Excel sheet and then uploaded again to the import page.
Entering a new seriesAll fields entered in the upper bar will overwrite data entered in the Excel sheet.
When mandatory fields are missing or if any field is invalid, the order cannot be imported.
The “Validation information” icon will be orange and when hovering over it, the invalid and missing fields will be listed.
Some of the fields can be fixed directly from the import page and some must be corrected in the Excel sheet which will require re-uploading the Excel sheet.
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Entering a new series: If a new series was entered to into the Excel sheet but still hasn’t been entered to TM records, it will be indicated as an invalid value, but you can add it to TM records directly from the import page .In this case, an by clicking the “Add series” button will be added to the import page. Click it to add the new series to TM records:
After sorting all invalid lines, all valid orders (fig 1-2). After adding the series, it will no longer be indicated as invalid
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After fixing all invalid fields, each line can be imported into an order by clicking “Create order” (fig 1).
All valid lines can be imported into orders in bulk by clicking “Import all valid orders” :
Or one by one by clicking the import’s line individual button:
(fig 2)
Note: we recommend creating to first create one order from the individual “Create order” button, checking the created order’s template and price to make sure it’s correct and then and only after making sure the order was created correctly (template, price, and info), importing all remaining orders by clicking “Import all valid orders”.
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When clicking “Import all valid orders”
Product selection when importing from Excel:
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