A: Yes. Admins can import orders from a file under Settings → Data management → Import data. Choose the type Orders.
- Under Create, update, or both? choose Create, Update or Create & update. To update orders already in Upsales, match them on Order ID or on an order custom field.
- Each row needs an Order date, a company (company ID, organisation number, company name or a company custom field) and a product (product number or product name).
- Create companies that don't exist is off by default. While it is off, rows whose company isn't found in Upsales are skipped.
- Skip triggers and integrations is on by default, so the import starts no automations, emails or syncs to your apps.
- A row with a won or lost stage imports a closed order. Any other stage imports an open opportunity, which requires that your account has the pipeline.
Subscriptions cannot be imported from a file.