Re-download eCMS orders

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Revision as of 17:37, 28 November 2011

Contents 1 Overview 2 Steps to re-download a batch of orders 3 Re-downloading individual orders 4 Re-downloading the orders into CMS

Overview

This article describes how to re-download a batch of eCMS orders that have been downloaded previously.

This can be necessary if a download was corrupted upon import to CMS or missing information (i.e. credit cards). The steps below are written with a date range of orders in mind; if you need to find an order for a specific customer/email address or web orderID, you can do that instead by changing the Search By option accordingly.

Steps to re-download a batch of orders

1. Log into your eCMS admin.
2. Open Orders->Search.
3. Change the Search By drop-down to Date Ordered.
4. In the From box towards the right-hand side of the page, enter the first date you need to re-download orders for. (It's better to err on the side of caution and choose an earlier date if there's any doubt - previously-downloaded orders will be de-duped by CMS during the download and will not create duplicate orders.)
5. In the To box, enter the ending date range (today's date at the latest).
6. Click Search.
7. On the search results page, check the Check All box immediately above the Move to Pending heading. (You can uncheck individual orders if you need.)
8. Click Update Orders at the bottom of the page.
9. On the confirmation page, check the box to confirm you want to move those orders back into pending, and submit.
10. To double-check, click on Orders->Pending in the left menu. You should see the orders you just selected on this page ready for download.

Re-downloading individual orders

1. Open the order search as described above.
2. Change the Search By drop-down to match the order you are looking for - orderID (web orderID), customer last name, customer email address.
3. Enter the search criteria in the Search For box (to the left of the date range boxes) and click Search.
4. Check the Move to Pending box for any orders you want to re-download and click Update Orders. Confirm your selection on the next page as well.

Re-downloading the orders into CMS

Just download orders as you normally would. Any of these pending orders that already exist in CMS will be recognized as duplicates; the rest should be in your verify queue (or processed via Automated Imports if you are using this module).