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Importing A List of Orders

This FAQ will go over how to import Quotes and Orders in Paradigm from the Quotes List page or the Sales Order List page. The Excel import tool can be used to import multiple orders at once into Paradigm from a single Excel spreadsheet.

Excel Import File Format

Paradigm supports importing orders or quotes from Excel spreadsheets only. The file must be in Excel format (.xlsx or .xls). The structure for creating the spreadsheet is described below.

Line Type Column Order Detail Columns
Order Header Columns Build Detail Columns

Importing Into the List Page

The Import button is located at the top right corner of the Quote List page and the Sales Order List page. Click the button highlighted below at the top of the quote or order list. This opens a Windows “Open File” dialog.

Find the Excel file and click “Open.” This will import the file. Once the file is imported, all orders that were created will open in a single page. The imported orders can be looked through by using the record selector arrows in the bottom left of the page.

Column Types

There are four sets of columns that provide the information to Paradigm about the order: Line Type, Header, Detail, and Build. See the details below for which columns are required and optional for each column type.

  • Line Type
    • The first column in the spreadsheet must be “LineType.” This indicates to Paradigm what kind of information is in each row.
    • The value of each cell in this column must be “H,” “D,” or “C.”
  • Order Header Row
    • The spreadsheet must have at least one header row.
    • An order begins with a header row marked by the line type “H,” that contains all of the order header information, such as customer, billing, shipping, or payment.
    • Each row that has a line type of “H” (Header) signals to Paradigm the start of a new order.
    • All Order Detail and Build Detail lines following an “H” row will be put onto that order.
  • Order Detail Rows
    • If a header row has no detail rows, Paradigm will create an order with the header information set, but no detail lines within it.
    • Detail rows need to have the Line Type set to “D.”
    • These rows define the order’s products, quantities, pricing, etc.
  • Build Detail Rows
    • Build Detail Rows are optional. If none are included, Paradigm will generate builds according to its normal functionality.
    • Set the Line Type to “C” (component) to indicate the row contains Build Details.
    • A set of Build Detail rows applies to the Order Detail row that comes directly above it.
    • Build Detail rows will be ignored during the import by Paradigm unless the following criteria are met:
      • The Order Detail row must have the value of the column YsnManufacture set to 1. See column “Q” in the example above for an illustration of this.
      • The item in Paradigm that matches the Product ID of the Order Detail row must have both Assembly Type set to Manufacture to Order and Custom Assembly turned on.

Order Header Columns

The following Order Header fields are supported. Columns that are not required do not need to be entered in the file. Columns that have an asterisk on their description mean that if that column is excluded in the file, default values from the customer will be used.

Column Type: Column NameDescription
string: LineTypeRequired – value must be H
string: StrCustomerID Required – It must match an existing Paradigm customer ID.
DateTime: DtmDate Date of Order
string: StrCustomerPO Customer PO Number
string: StrBillToCompany Bill To Company Name*
string: StrBillToAttention Bill To Attention*
string: StrBillToSalutation Bill To Salutation*
string: StrBillToCareOf Bill To Care Of*
string: StrBillToFirstName Bill To First Name*
string: StrBillToLastName Bill To Last Name*
string: StrBillToAddress Bill To Address*
string: StrBillToCounty Bill To County*
string: StrBillToCity Bill To City*
string: StrBillToState Bill To State*
string: StrBillToZip Bill To Zip*
string: StrBillToCountry Bill To Country*
string: StrBillToContactName Bill To Contact Name*
string: StrBillToPhoneNumber Bill To Phone Number*
string: StrShipToCompany Ship To Company*
string: StrShipToSalutation Ship To Salutation*
string: StrShipToAttention Ship To Attention*
string: StrShipToCareOf Ship To Care Of*
string: StrShipToFirstName Ship To First Name*
string: StrShipToLastName Ship To Last Name*
string: StrShipToAddress Ship To Address*
string: StrShipToCounty Ship To County*
string: StrShipToCity Ship To City*
string: StrShipToState Ship To State*
string: StrShipToZip Ship To Zip*
string: StrShipToCountry Ship To Country*
string: StrShipToPhoneNumber Ship To Phone Number*
string: StrShipToContactName Ship To Contact Name*
DateTime: DtmShipDate Ship To Date*
string: StrShipVia Ship Via
string: StrTerms Terms
string: StrSalesperson Salesperson
DateTime: DtmCancelDate Cancel Date
string: StrNotes Notes
decimal: CurFreight Freight
decimal: CurOther Other
decimal: DecSalesTax Sales Tax Rate
decimal: DecSalesTax2 Sales Tax Rate 2
string: StrMessage Message To Print
string: StrSalesTaxCode Sales Tax Code
string: StrSalesTaxCode2 Sales Tax Code 2
decimal: CurSalesTax Sales Tax Amount
decimal: CurSalesTax2 Sales Tax Amount 2
string: StrWarehouseID Warehouse ID
string: StrDepartmentID Department ID
string: StrPricingLevel Pricing Level
DateTime: DtmValidUntil Valid Until Date
string: StrShipToContactMethod Ship To Contact Method
string: StrBillToContactMethod Bill To Contact Method
string: StrContactID Contact ID
string: StrEmail Ship To Email
string: StrPaymentMethod Prepayment Type
decimal: CurPaymentAmountPrepayment amount – This is required if strPaymentMethod is supplied.
string: StrOrderTypeOrder Type – Valid values are: Order, Quote, Estimate

Order Detail Columns

The following Order Detail fields listed below are supported. Columns that are not required do not need to be entered in the file.

Column Type: Column NameDescription
string: LineTypeRequired – value must be D
string: StrProductIDRequired – It must match an existing Paradigm Product ID
decimal: DecPcsOrderedRequired – Pieces Ordered
string: MemDescriptionDescription
integer: IntTaxableWhether or not the item is taxable – 1 = Taxable, 0 = Not Taxable
string: StrUnitMeasureUnit of Measure
decimal: DecWeightWeight
string: StrWarehouseIDWarehouse ID
decimal: CurSalesPriceSales Price
string: StrColorColor
string: StrNotesNotes
decimal: DecLinearAmount1Feet value when linear measurements are in use
decimal: DecLinearAmount2Inch value when linear measurements are in use
boolean: YsnManufactureWhether or not the item is to be manufactured – 1 = Yes, 0 = No
string: StrCommentComment
string: MemBaseDescriptionBase Description
string: StrDepartmentIDDepartment ID
decimal: CurCostCost

Build Detail Columns

The following Build Detail fields listed below are supported. Columns that are not required do not need to be entered in the file.

Column Type: Column NameDescription
string: LineTypeRequired – value must be “C”
string: StrProductIDRequired – It must match an existing Paradigm Product ID
decimal: DecPcsOrderedRequired – Pieces Ordered
string: MemDescriptionDescription
string: StrUnitMeasureUnit of Measure
decimal: DecLinearAmount1Feet value when linear measurements are in use
decimal: DecLinearAmount2Inch value when linear measurements are in use

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