Importing Orders into Pio using CSV

Pio supports order imports via structured CSV files, making it easy to upload order data with no coding or API integrations required.

What makes the Order Import feature useful?

The fact that no coding or integration with other software is required makes onboarding with Pio very smooth and easy. You can start using the Pio app as soon as the system is built and commissioned.

• No integration or coding needed
• Manually create work orders
• Ad hoc order uploads
• Internal orders

Follow the instructions below to import orders into Pio

Import options
Download the CSV template
CSV file requirements
Uploading Order files
Preview before importing
Import the CSV file
Cancel order in Pio

Import options

Orders can be imported into Pio from two main areas in the Admin: the Orders Overview and the Imports section.

The steps for uploading and importing files are the same in both locations. For this example, we will be using the Order Overview section to import orders.

Download the CSV template

To support the import process, a CSV template file is provided and recommended for all file uploads. You can use this template to prepare the order import file using the required columns. Open the CSV file in Excel, Google Sheet, or your preferred spreadsheet app. 

Example of the CSV file template:

CSV file requirements

The CSV format requires commas to be used as separators, and the order file must include the following columns for each row:

• order_id
• sku
• quantity 

Additional columns can be used, and the content will be imported if matched with similar fields in Pio. The maximum number of order lines per file is 10,000.

Tags and order note are only needed for the first row in the CSV file. 

Uploading Order files

When the CSV file is ready to be uploaded, simply drag it into the upload area or select 'Choose file' to locate it and upload it from your PC. Multiple files can be selected and uploaded simultaneously. 

The upload process will parse the files and validate the content. If any errors occur, the file will be highlighted as "Invalid data" or marked with "Upload failed". 

For failed uploads, the file is usually not registered as a CSV file and cannot be imported. Delete the failed upload, check and adjust the CSV file format or the content as needed before uploading it again. The file requires commas or semicolons as separators.

Checking for errors

If the uploaded file contains invalid data, the error is highlighted in red i the file preview. Hover over the red cell to see the description of the error:

Preview before importing

The file content is available for previewing when the file is uploaded successfully. Select the eye icon to view the uploaded file and check for errors before importing it to Pio.

It is recommended to always use the preview option to confirm that the file has been uploaded and parsed as expected. This is a good opportunity to see if anything needs to be adjusted before importing the order into Pio.

Import the CSV file

Select 'Import' when the file is ready to be imported to Pio. 

View the imported order

When the order is imported, you can find it in the Order > Overview in Pio Admin.

Cancel order in Pio

An imported order can be manually cancelled from the order page in Pio. Tap the three dots next to the order status and select 'Cancel order':

View the file history of Order Imports

All the imported files are available in the Imports section of Pio Admin. Navigate to the Imports section and select 'Imported' to find a file and check the content and its status. 

If a file had errors, it will still be available in the Imports history. Navigate to the 'Failed' tab to view files with errors. 

Picking the orders

When the order is imported and inventory is available and allocated, start picking from the Pio app homescreen: How to pick orders in Pio