order import
Order Import
Import orders in bulk from external sources like NotaryGadget.
Quick Start
- Select Source: Choose your export source (e.g., NotaryGadget)
- Upload CSV: Drag and drop or browse for your CSV file
- Preview: Review parsed data before importing
- Import: Click to process and create orders
What Gets Imported
| Field | Source Column | Notes |
|---|---|---|
| Date | SigningDate | Appointment date |
| Time | SigningTime | Appointment time |
| Signer | Signer1First, Signer1Last | Primary signer |
| Address | Address, City, State, Zip | Service location |
| Fee | SigningAmt | Order fee amount |
| Provider | Customer | Source company |
Duplicate Detection
Orders are skipped if they match:
- Same signing date
- Same signing time
- Same signer name
This prevents creating duplicate orders from repeated imports.
Imported Order Status
All imported orders receive the "imported" status:
- Allows you to identify bulk-imported orders
- Update status as you process each order
- Filter by status to review imports
CSV Requirements
Minimum Required:
- Signing Date
- Signer First Name OR Last Name
Recommended:
- Address, City, State, Zip
- Fee Amount
- Signer Phone/Email
File Limits
- Max Size: 10 MB
- Format: CSV only
- Rows: Up to 1,000 orders per file
Import Results
You'll receive an email with:
- Created: Number of new orders
- Skipped: Duplicates found
- Errors: Rows with validation issues