Importing Orders
Summary
Orders arrive from an integrated channel (Get Orders for B2C, or the Flxpoint API for B2B resellers) and pass through an import workflow that can hold, tag, modify, or alert on orders before they reach the Orders grid; tags from every matching rule now stack instead of the last rule winning.
Importing is the first phase of the order life cycle. Orders arrive from an integrated channel, then pass through an import workflow that can dynamically modify data, apply status changes, add tags, and send alerts before the order lands in your Orders grid.
- Get Orders (B2C) — Configure a Get Orders operation on a B2C/sales channel.
- API (B2B) — Reseller channels push orders in automatically through the Flxpoint API.
- Import workflow — Rules hold, cancel, tag, modify fields, or alert as orders import.
- Ship By date — Map an incoming field to the line item Ship By date, or set it manually.
| Action | Description |
|---|---|
| Hold or cancel orders | Place orders on hold or cancel them by condition (for example international orders or large quantities). |
| Modify notes / fields | Dynamically update order notes or fields, such as adding a custom alert. |
| Send alerts | Trigger a notification when a condition is met. |
| Add tags | Apply multiple tags from multiple matching rules. All applicable tags are retained. |
| Set Ship By date | Map an incoming field with Order Line Item → Ship By → Set To Field. |
| Hold reason | Meaning |
|---|---|
| Custom workflow rule | A workflow condition placed the order on hold. |
| Duplicate Order Protection | The toggle is enabled and prevented a duplicate import. |
| Not Managed Item | At least one line item is in a Not Managed state. |
| Insufficient Quantity | At least one item lacks available stock at the source. |
| Disabled Source | The source is not enabled in the routing group. |
| Unmapped Shipping Policy | No shipping policy is mapped for the order. |
Cannot create order, missing required fields: shippingAddress
Local Pickup and some in-store orders arrive without a shipping address, which fails the Get Orders import. Use an import workflow rule that matches these orders (for example by shipping method or a pickup tag) so they are handled correctly, or supply an address on the channel side.
A single order will not import: Failed to save, Order Number #…
When one order fails to save while others import normally, the order usually contains a field Flxpoint cannot accept (an unsupported character, a missing required value, or an unmapped SKU). Open the order on the channel and compare it against orders that imported successfully.
Orders are silently skipped with no Get Orders error
If an order is paid and marked as fulfillable on the channel but never appears in Flxpoint and no error is logged, check the channel status the order is in. For example an order left in Awaiting Payment on BigCommerce will not import until it moves to Awaiting Fulfillment. Confirm the Get Orders operation is set to import the financial and fulfillment statuses you expect.
Tax is not importing on orders
Some channels do not send tax on the standard order payload, or it maps to a field Flxpoint does not read by default. Confirm the channel is exposing tax and that your Get Orders mapping captures it; contact support if the field is present on the channel but absent in Flxpoint.
Why do some orders import with no error but others do not?
The most common cause is the channel status filter on the Get Orders operation. Orders in a status you are not importing (for example unpaid or on hold at the channel) are skipped without an error. Broaden the financial and fulfillment statuses you import if you need those orders.
Can I set a Ship By date automatically as orders import?
Yes. Create an import rule with Order Line Item → Ship By → Set To Field and map the incoming date field, choosing a matching date format. You can also add a fixed number of days to another date such as Ordered On.
Can one order receive tags from more than one rule?
Yes. Every matching rule now applies its tag, so an order can carry several tags at once.