Creating the order export file template
Before creating a File Import channel to handle Bigcommerce orders, you'll need to create a custom export template. Bigcommerce comes with a few default order templates but these are not in the format Tradebox requires.
To create a custom export template on Bigcommerce go to Advanced Settings > Export Templates. Click on Create an Export Template.
In the Template Details tab, give your template a name e.g. 'Tradebox export'. Under Export Options, leave 'Enable Orders Exporting?' ticked and untick everything else. Under Field Formatting Options, set:
- Date format: 19/05/2008
- Price format: 1543.99
- Boolean format: One or Zero
- Blank For False: Unticked
- Strip HTML?: Ticked
Under Product Export Options, leave 'Include Product Options?' unticked.
Under Advanced CSV Export Settings, set:
- Field Separator: , [comma]
- Field Enclosure: " [double quotation mark]
- First Line As Field Names: Ticked
- Blank Line Between Records: Unticked
- Sub Items: Create one row per sub item
- New Line Character: Windows
Scroll back to the top of the screen and click into the Orders tab next to the Template Details tab. Ensure every box in this tab is ticked; they should all be ticked by default. This includes the sub-fields under Product Details (Product ID, Product Qty, etc.); make sure they're all included.
Click Save & Exit to save the template.
Running an order export
To run an order export in Bigcommerce, go to Orders > Search. An order export can be fired from a couple of other areas in Bigcommerce, but starting it via Search allows you to limit the date range of orders included in the file, for faster processing.
Use the Search by Date option to set your date range e.g. 'last 30 days' or set a custom date range, and click Search in the bottom right of the screen. From the View Orders screen, click Export All. Choose your custom export template and set the file format to Microsoft Excel (CSV) and click Continue, then click the blue 'Export my orders to a CSV file' link.
When the export is ready, click 'Download my Orders file' and save the file to your PC. You can save directly into the In folder if you've created your sales channel in Tradebox already, or save it to your desktop and copy/paste it to the In folder later.
Import File Mapping
Create your sales channel in Tradebox following our standard CSV channel setup guide.
If you've used the above settings for your custom template, observe the following configuration in your sales channel in Tradebox:
- FTP Download fields: Leave blank. To our knowledge, there's no way to automate the order export to an FTP location using standard Bigcommerce tools.
- Column delimiter: Comma
- Date Format: DD/MM/YYYY
- Total Shipping Cost: Duplicated cost across lines
- Price Is: Unit Price
- 'Other' Amount: Duplicated cost across lines
- Import file has column headers: ticked
For the import file column mapping, use the following fields:
|Tradebox Field||Column In File|
|Order Date||Order Date|
|Channel Order Number||Order ID|
|Item Number||[leave blank]|
|Product Name||Product Name|
|Product Price (Gross)||Product Unit Price|
|Carriage Amount (Gross)||Shipping Cost (inc tax)|
|Other Amount (Gross)||[leave blank]|
|Discount (Gross)*||[leave blank]|
|Payment Method||Payment Method|
|Shipping Method||Ship Method|
|Billing Name||Billing Name|
|Billing Company||Billing Company|
|Billing Address 1||Billing Street 1|
|Billing Address 2||Billing Street 2|
|Billing Address 3||Billing Suburb|
|Billing Address 4||Billing State|
|Billing Postcode||Billing Zip|
|Billing Country||Billing Country|
|Billing Country Code||[leave blank]|
|Customer Email||Customer Email|
|Customer Telephone||Billing Phone|
|Shipping Name||Shipping Name|
|Shipping Company||Shipping Company|
|Shipping Address 1||Shipping Street 1|
|Shipping Address 2||Shipping Street 2|
|Shipping Address 3||Shipping Suburb|
|Shipping Address 4||Shipping State|
|Shipping Postcode||Shipping Zip|
|Shipping Country||Shipping Country|
|Shipping Country Code||[leave blank]|
|Telephone 2||Shipping Phone|
|Sales Source||Order Source|
|Customer VAT Number||[leave blank]|
|Currency||Order Currency Code|
|Order Status||Order Status|
|Order Total (Gross)||Order Total (inc tax)|
|Payment Date**||[blank or map to order date/ship date]|
|Shipping Date||Date Shipped|
|All other fields||[leave blank]|
* To our knowledge, there's no way have the Bigcommerce order file surface the discount amount. A workaround does exist for this; so long as the Order Total (Gross) field is mapped, Tradebox will compare the sum of the visible elements on the order to the total in the Bigcommerce field and create an adjustment line for the value of the unpresented discount.
** The Bigcommerce export does not contain a payment date. If you wish to automatically raise payments in your accounts package, a payment date is required; in this instance we suggest mapping the Payment Date field to the Order Date or Ship Date column in the file to tell Tradebox to use the order date or date shipped as the payment date.