Import 3rd Party Orders

Prerequisites

Because orders are billed per order at the time of fulfillment, Roastify requires that you have an active Roastify account with active payment method on file. If you do not have a payment method on file, you can do so by going to the Billing page in Settings.

Import Orders

Importing orders from a 3rd party platform is a new feature in Roastify. This allows you to import orders from 3rd party platforms or even offline apps such as fund raising activities or local coffee shops.

Orders can be imported in two ways:

1. CSV Import
2. Manual Entry

CSV Import

Orders can be imported via a CSV file. This allows you to download a CSV template, populate the orders, and upload the CSV file to Roastify. This also allows you to create your own integrations and automations with other platforms.

Each row in the CSV represents a line item. If an order has multiple line items, you can add additional rows for each line item, but make sure that the order number (in the Order # column) is the same for each row.

A template CSV file can be downloaded from the Order Management page. It is important to note that the CSV file must be formatted correctly to be imported into Roastify.

The following headers are required:

• Order #: The reference number of the order. This is used to group rows in the CSV together as a single order.
• Name: The name of the customer
• Email: The email of the customer
• Phone: The phone number of the customer
• Street 1: The first line of the customer's address
• Street 2: The second line of the customer's address (optional)
• City: The city of the customer's address
• State: The state of the customer's address
• Zip: The zip code of the customer's address
• Product ID: The ID of the product being ordered. This can be found on the Product View page.
• Variant ID: The ID of the variant being ordered. This can be found on the Product View page.
• Quantity: The quantity of the product being ordered

Find Product and Variant ID

To find the Product and Variant ID, navigate to the Products page and click on the product you want to find the ID for. The Product ID is listed in the right sidebar, and the Variant ID is listed in the Variants section.

Upon uploading the CSV file, Roastify will process and validate the file. Any errors or issues will be displayed on the screen. Roastify will ensure that the Product ID and Variant ID are correct and that the address passes our validation rules.

Manual Entry

Manual entry allows you to add orders manually to Roastify. This is useful if you want to add orders that are not available in a CSV file or if you want to add orders for a specific customer.

Orders can be added manually from the Order Management page. Click on the Add Order button and fill in the required fields.

Once you are finished adding all the orders, click on the Submit Orders button. The orders will be processed and added to the order queue. You can view the order status from the Orders page.

Billing

Orders are billed per order at the time of fulfillment. This means that Roastify will bill you for each line item that is imported or added manually. This is the same billing that we use for dropshipped integrations such as Shopify. You can find more information about our pricing here.