Importing Orders

Discussions concerning general integration topics.

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Importing Orders

Post by mwalsh » Thu Feb 18, 2016 11:46 am

We are looking to import into our SoftPro Select 4.0 system a large number of orders from a company that is also using SoftPro within a short time frame. I don’t believe we will have access to the other company’s system or database, I’m assuming they will give us a excel file of the orders. Are there any tools or built C# solutions that you can provide to assist us with handling this request? If not, is there any functionality with SoftPro360 that might be able to accomplish this? This would be similar to migrating data from an existing system into SoftPro as part of a new implementation exercise. You guys did do that for us when we initially implemented SoftPro about 2 years ago. I know there is an example to “Create an Order” via the API’s in your SDK, but I don’t believe we can get a project written and testing in the timeframe expected.

Melissa McBerkowitz
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Joined: Wed Sep 10, 2008 3:33 pm
Location: Raleigh, NC

Re: Importing Orders

Post by Melissa McBerkowitz » Fri Feb 19, 2016 5:51 pm

We have done some custom Excel imports in the past - I'll reach out offline with information. Thanks!
Melissa McBerkowitz
VP of Product Strategy, SoftPro

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