You've completed the sale – now you need to know if it’s been imported into your ERP. That's when you need the Order Status Log. This shows the progress of your import.

How to use order status log

1. Makes sure you have your ERP installed 
The Status tab appears when you use an app that reports order status: Fortnox, Fortnox Premium, Kleer, Kleer Premium, Monitor G5, TripleTex, Xero or Xero Premium.

2. Create an order

Complete the normal steps to create an order

3. Status tab

Click this tab to see the status of the import:

How to read the colour codes

Different colours represent different stages of your order status:

• Green = order has been imported into your ERP
• Yellow = order currently importing into your ERP
• Red = order failed to import (an error message will explain what’s happened)

If nothing has been logged for the order yet, the tab shows This order isn't done syncing yet.

To find every order that failed to import, filter the order list on App Fortnox: status (with your ERP's name) and choose Couldn't be synced. The same status can be added as a column.

4. See what fields are imported to your ERP with highlighted fields

To see exactly what fields from Upsales are imported you can activate the highlight of fields. To activate: open an order, click the three dots (···) (Show synced fields) and turn on your ERP under Field sync. Monitor G5 and TripleTex do not show synced fields; with only those installed, the panel reads No apps has field sync activated.

Fields highlighted with a blue border are being actively imported:


 

Hover over the arrows to see the import status. For example, Synced both ways means the field is synced from Upsales to your ERP and back. Only synced to Upsales and Only synced to Fortnox (with your ERP's name) mark fields synced in one direction:



 

Toggle the ERP (below we're using Fortnox). This is a quick way to see which fields are being imported in which ERP:


 

5. Set it and forget it (let Upsales remind you)

When there are changes to import statuses, Upsales also alerts you in the Apps tab of your Notifications: