🚀Getting Started

Order Import

Import orders in bulk from external sources like NotaryGadget. ## Quick Start 1. **Select Source**: Choose your export source (e.g., NotaryGadget) 2. **Upload CSV**: Drag and drop or browse for your CSV file 3. **Preview**: Review parsed data before importing 4. **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 ## Need Help? - [Full Import Guide](../../../guide/modules/14-Order-Import.md) - [Orders Management](../../../guide/modules/01-Orders-Management.md) - [Order Statuses](../../../guide/modules/01-Orders-Management.md#order-statuses)