Importing Orders

To import orders, you must provide a CSV file containing the required order information.

The available columns for this table are:

Column	Description
order_number	Required. Between 1 and 10 characters.
purchase_order_number	Optional. Maximum 256 characters.
status	Required. Must be a valid order status.
delivery_fee	Optional. Numeric. Defaults to 0.
ordered_at	Required. Date.
scheduled_delivery_date	Optional. Date.
delivered_at	Optional. Timestamp.
notes	Optional. Maximum 65,535 characters.
delivery_instructions	Optional.
location_id	Optional. The database ID (UUID) of an existing location.
location_code	Optional. The code of an existing location. Bridge Column.
account_manager_id	Optional. The database ID (UUID) of an existing user.
account_manager_email	Optional. The email address of an existing user. Bridge Column.

Location

A location is required for every order.

You can specify the location using either:

• location_id
• location_code

If both columns are provided, location_id takes precedence.

The location_code column acts as a bridge column, allowing you to import data without needing to know the database IDs generated by Quick Docket in advance.

Account Manager

An account manager is required for every order.

You can specify the account manager using either:

• account_manager_id
• account_manager_email

If both columns are provided, account_manager_id takes precedence.

The account_manager_email column acts as a bridge column, allowing you to import data without needing to know the database IDs generated by Quick Docket in advance.

Order Statuses

The following order statuses are valid:

Status
pending
processing
ready_for_delivery
in_transit
delivered
cancelled

Timestamp Format

Timestamps must be provided using the ISO 8601 format:

YYYY-MM-DDTHH:MM:SSZ

Example:

2026-01-01T09:00:00Z

The T separates the date and time, and the Z indicates that the time is provided in UTC.

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Date Format

Dates must be provided using the ISO 8601 date format:

YYYY-MM-DD

Example:

2026-01-08

Example CSV

All columns

order_number,purchase_order_number,status,delivery_fee,ordered_at,scheduled_delivery_date,delivered_at,notes,delivery_instructions,location_id,location_code,account_manager_id,account_manager_email
ORD001,PO12345,processing,15.00,2026-07-28T10:30:00Z,2026-07-29,2026-07-29T14:15:00Z,Customer requested early delivery,Leave at rear entrance,550e8400-e29b-41d4-a716-446655440000,LOC001,660e8400-e29b-41d4-a716-446655440000,sales@example.com

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Required columns and bridge columns

order_number,status,delivery_fee,ordered_at,location_code,account_manager_email
ORD001,processing,15.00,2026-07-28T10:30:00Z,LOC001,sales@example.com