Factor can ingest customers’ CSVs in multiple different ways, including via upload in the Factor website. If this method is most convenient for your business, here’s how to do it.
Before you upload your open orders to Factor, make sure you have a Factor account created. .
Once you have a Factor account, you can upload orders easily with a few steps:
Determine the format with which you need to upload your CSV.
Factor can accept your open orders using either Factor’s default format or a custom CSV format we create for you. If you’re not sure which one is the best to use, here are some tips:
Use Factor’s format if you do not already keep an open orders list and you need to create a CSV from scratch to get your orders into Factor Use Factor’s format if you’d like to upload your CSV directly into the Factor application using the Add items button without assistance from our team Use a custom format if you plan to export your open orders in CSV format from another system and upload them to Factor Use a custom format if you have an existing open orders list that you would like to use to track orders in Factor
This CSV accepts the following fields:
Order Unique Name : A unique name for the order that contains this line item. Must be unique within your organization. Order Title: A name for the order that contains this line item which does NOT have to be unique and can be reused. Typically a PO number. Item Unique Name: A unique name for the line item itself, such as a part number or name. Must be unique within an order. Quantity: The quantity ordered of this line item Vendor Name (optional): The name of the vendor from which you are purchasing this line item. Vendor Name is optional, but one of Vendor Name or Vendor Sid must be provided. Vendor Sid (optional): The Factor organization sid of the vendor from which you are purchasing this line item. Vendor Sid is optional, but one of Vendor Name or Vendor Sid must be provided. Item Group Unique Name (optional): A unique name for the item group. Must be unique within an item. Optional because not all systems support item groups and if so Factor will make one Item Group Quantity (optional): The quantity of this item group. If item group level fields are not provided this will default to the item’s quantity Confirmed Delivery Date (optional): The date an item group was delivered. This will set the delivery date on the item group and set delivered to true Confirmed Delivery Quantity (optional): The amount of an item group that has been delivered. If this quantity is equal to the item group’s quantity, it will also set the item group’s delivered status to true Price Per Unit (optional): How much this item costs per each Due Date (optional): The agreed upon date for completion of this item group between the buyer and vendor. The date by which your vendor’s performance on this line item will be measured. If you do not track a due date specifically, you can use the expected delivery date here Ship Date (optional): The estimated ship date of this line item. If this field is left blank, Factor will mark it as Unknown and your vendors will be able to add a real date at any time. Delivery Date (optional): The estimated delivery date of this line item. If this field is left blank, Factor will mark it as Unknown and your vendors will be able to add a real date at any time. Order Member: Email address of who should be added to this order to receive updates. This should be vendor contacts who need to update this line item. If they are not already a Factor user, Factor will invite them using this email address. This should also be people within your organization that should receive updates for the item. Note that line items can have multiple order members. If you’d like multiple vendors or your employees to have access to update any line item, include their email addresses separated by commas. Item Title (optional): A more descriptive name for a line item within an order than the unique name, if needed. Item titles do not have to be unique within an order. Vendor First Name (optional): A first name of a vendor contact for a item Vendor Last Name (optional): A last name of a vendor contact for a item Vendor Organization Name (optional): The name of the company for the vendor contact Vendor Phone Number (optional): A phone number for a vendor contact Write Mode (optional): Controls how the CSV is imported. accepted values are createOnly and upsert. If no value is provided upsert is the default. upsert will create data if it does not exist in Factor and update data if it already exists. createOnly does not modify or overwrite any existing data.
Custom Fields: We support capturing any additional key/value fields that are not listed here. They must use a Field Mapping.
We can work with you to capture more fields in Factor, if necessary for your business. For assistance creating a custom format, please contact .
Upload your CSV to Factor
Log in to your Factor account.
On the Track page, click the button in the top right-hand corner of the page: “Add items to track.”
In the dialogue that opens, select the template you wish to use to import your items from the dropdown. If your organization has any custom templates, one will be selected as the default; otherwise, ensure your information is in .
Drag and drop the CSV file that aligns with your selected format into the upload area.
Click Add items to start uploading.
Your items will appear on your Track page.