Import into Project
📦 Project Import
The Project Import feature allows you to quickly build or update a project in OrderEazi by uploading a simple Excel or CSV file containing a list of SKUs and quantities. It’s a fast and reliable way to create large orders without manually adding each line one by one.
⚙️ Overview
Project Import is designed to simplify order creation when working with large datasets or pre-prepared product lists. By uploading a spreadsheet that follows a standard import template, OrderEazi automatically generates the corresponding project lines for you.
This feature is particularly useful for:
Customers who send product lists in spreadsheet format
Sales reps who regularly deal with bulk or repeat orders
Businesses aiming to reduce data entry time and improve order accuracy
🚀 Accessing the Feature
You can access the import tool directly from within any project.
When creating a new project, or
From an existing project, by selecting Project Actions → Import into Project in the bottom-right corner of the page.
This opens a slide-out panel from the right-hand side of the screen, where you can upload your import file.
📤 Uploading a File
Prepare your import file Use the predefined OrderEazi import template. The file must include:
SKU – the product code
Quantity – the number of units to add
(Excel
.xlsxand CSV.csvformats are supported.)Upload your file Drag and drop your file into the upload area or use the file selector.
Validation OrderEazi automatically checks your file for errors (e.g., missing SKUs or invalid quantities). Any issues are displayed before you can proceed.
Confirm the import Once the file is validated, select Import to begin.
⚠️ Importing into a project that already contains lines will overwrite all existing lines. You’ll be prompted to confirm this before continuing.
🔄 During the Import
Smaller projects (≈10 lines) complete within seconds.
Large imports may take up to 2 minutes to finish.
Closing the slide-out or navigating away does not cancel the import — it continues running in the background.
You can reopen the import panel at any time to check progress.
💡 Why It Matters
The Project Import feature helps businesses work smarter and faster by automating repetitive order entry tasks.
Speed to sale – Move from customer request to project creation in record time.
Consistency – Standardized data import minimizes human error.
Productivity – Free up sales teams to focus on client engagement instead of admin work.
Scalability – Handle larger, more complex orders with ease.
📋 Example Import Structure
ABC-123
10
DEF-456
5
XYZ-789
12
✅ Tip: Use the provided import template to ensure your columns are correctly formatted before uploading.
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