Data import & templates

The Settings menu has two separate pages that are easy to confuse, so this doc covers both.

Data Import — upload external-channel orders (Amazon, eBay, Etsy, …) so they count in your sales metrics and forecasting.
Import Templates — manage the saved column-mapping presets that any of the app’s import dialogs can reuse.

Neither page imports Shopify data — Shopify products, orders, and locations flow in automatically through the live sync. Use these pages only for non-Shopify sales data and for managing the column mappings of other import flows in the app (suppliers, supplier–variant links, variant overrides, etc., which all live on their own pages).

Data Import: external orders

Settings → Data Import is for one specific job: bringing in sales that didn’t happen in Shopify so Logistified’s forecasts see the full picture.

When to use it

You sell the same SKUs through other channels — Amazon, eBay, Etsy, a wholesale ledger, a POS export. Logistified would otherwise undercount demand for those SKUs because it only sees Shopify sales. Import the external orders and they’ll be matched to your Shopify variants by SKU.

The file format

Download a starter template from the page (XLSX or CSV — the XLSX version also includes an “Instructions” sheet).

Required columns:

order_id — the external order’s ID.
order_name — a display name (what shows up in the imported-files history).
order_origin — where the order came from. Best practice: use CAPS_WITH_UNDERSCORES (e.g. AMAZON, EBAY, ETSY).
order_date — YYYY-MM-DD.
sku — must match exactly a SKU on one of your Shopify variants. Mismatched SKUs are skipped.
quantity — units ordered.

Optional columns:

total_price — the line item total.
currency_code — ISO currency (e.g. USD).
location_id — the Shopify location ID that fulfilled the order.

The flow

Click Import Orders, pick your file in the dialog, map the columns, preview, import. The same unified import flow used elsewhere in the app.

Imported Files history

Below the import card, the page lists every file you’ve imported, when, and how many rows landed. You can delete an imported file from here — that also removes the orders it created from your sales metrics.

Import Templates: saved column mappings

Settings → Import Templates is the management page for the column-mapping presets the unified import flow can save and reuse.

How a template gets created

You don’t create templates on this page. Instead:

Open any import dialog in the app (Suppliers → Import, Variant constants → Import, Data Import → Import Orders, etc.).
Pick your file and map the columns.
At the end of mapping, the dialog offers to save the mapping as a named template.
Next time you open the same import dialog for the same upload type, the template appears in the picker so you can skip the mapping step.

What this page is for

The Import Templates page lets you edit or delete the templates you’ve already saved. Useful when:

A column was renamed in your source system and the saved mapping is now wrong.
You created a template by mistake and want it gone so it stops appearing in the picker.
Two templates have similar names and you want to clean up.

You can’t create a new template from this page — that always happens inside an import dialog.

Scope

Each template is scoped to an upload type (e.g. “Suppliers import”, “Variant overrides import”). A supplier template won’t appear in the order-import dialog and vice versa.