OLX Telemarketing Import Spec

OLX Telemarketing Import Spec

Info
Module: Order Import
Path: Processing > Import/Export > Import
Topic: OLX Telemarketing Import
Version(s):  3.5 & up
Editions: All

What Is OLX Telemarketing Import

The OLX Telemarketing Import Spec is a 121-column order import used to bring outside calls and orders into the OrderLogix application. This is accomplished by creating a CSV (a file with information fields, each separated by a single comma) with all required information, leaving the unused fields blank. This document will cover in detail, the specifications needed to create a valid file that OrderLogix can successfully import.

Notes
Note: This is also known as the OLX Call/Order Import.

Making The Connection

Where Will I See This Within OLX?

This will create orders in your instance. You can find the orders via Order Lookup.

What Reports Can Be Pulled?

  1. Order Submission Status Report

Trouble Shooting

  1. OrderLogix Order Import V4 (Flat File and API) Exception List


Setup

Import Configuration

Navigate to Processing > Import/Export > Imports


  1. Category = Order Imports
  2. Import Type = OLX Telemarketing Import

Data Source

    1. Upload

      2. This will allow you to upload a file directly from the device you are working from
      3. Select Choose File to initiate a file window popup that will allow you to navigate to the specific file you are trying to upload
    2. FTP

    3. SFTP (SSH)

    4. FTPS (SSL)

    5. Email


Configuration MOM Order Import Options

Multichannel Order Management
  1. Default DNIS
  2. Always use default (DNIS)
    1. checked - 
    2. unchecked - 
  3. Default Employee
  4. Always use default (Employee)
    1. checked - 
    2. unchecked - 
  5. Default Location
  6. Always use default (Location)
    1. checked - 
    2. unchecked - 
  7. Default Shipping Account
  8. File Includes Header Row
    1. checked - if the file you are importing contains headers check this box
    2. unchecked - 
  9. Validate Sales Tax on Paid Orders
    1. checked - 
    2. unchecked - 
  10. Always use State and Federal Tax From File
    1. checked - 
    2. unchecked - 
  11. Priority of Import over data entry
    1. Low
    2. Med
    3. High

Configuration Payment Account Information:

NotesNote:  Any orders not associated with a payment processing account will be attached to the payment account selected in the drop-down list.
  1. Default Auth Settle Type
    1. Auth > Settle > Fulfillment
    2. Auth > Fulfillment > Ship Confirm > Settle
  2. Check & Money Order Account
  3. Other Payment Account
  4. Use Default Payment Accounts
    1. checked - 
    2. unchecked - If you do not check the 'Use Payment Processing Accounts' checkbox, PAID and AUTHED items that cannot be associated with a payment processing account based on Campaign/Product Group relationships will not be imported. If the checkbox is checked the accounts below will be used for those PAID and AUTHED items.
  5. Always Use Default Payment Accounts
    1. checked - If The 'Always Use Default Payment Accounts' checkbox is checked then every PAID and AUTHED item will use the selected payment processing account regardless of the Campaign/Product Group relationships.
    2. unchecked - 
  6. Credit Card Payment Auth Account
  7. Credit Card Payment Settle Account
  8. Telechecks Payment Account

Configuration Criteria Match for Using an Existing Customer

If the following criteria does not match a new customer will be created.
  1. First Name
  2. Last Name
  3. Address 1
  4. Address 2
  5. City
  6. State
  7. Zip
  8. Phone
  9. Email
In addition to address matches, if the customer does not have an order with the same client and/or campaign (based on selections below) a new customer will be created.
  1. Client
  2. Campaign

Decryption Tab

  1. None
    1. no decryption method will be used


  2. Zip 
    1. the password entered here is the password needed to unzip the file and pull the information into the system

  3. PGP
    1. PGP Key Option - select the PGP from the drop down
    2. Verify passphrase - this must match the passphrase associated to the selected PGP above

Results Tab

The Results tab will display a summary of information imported or information about any potential error(s) to help you resolve and try again.

Spec

File Format

ASCII text (standard US-English letters, numbers and keyboard characters). The file must contain one line per addition, with each field enclosed in double quotes and comma separated, ending with a Carriage Return (↵) <CR>. All unused fields will be left blank and remain separated by a single comma.

File Naming

<Organization Identifier><YYYYMMDD>.csv

Import Definitions



#

Field Name

Req.

Type

Max

Field Description

1

RECORD TYPE

YES

Numeric

1

1 = Call only, 2 = Order only, 3 = Call and Order.

2

CALL EXTENSION

YES

Alpha

4

Phone extension or "***" for dropped calls.

3

CALL DATE

YES

Date

8

Format: MM/DD/YY

4

CALL TIME

YES

Date

8

Format: HH:MM:SS (military time)

5

CALL TRUNK

YES

Alpha

50

Line or Sip Channel

6

CALL DURATION

NO

Alpha

5

Format: MM:SS

7

CALL TYPE

NO

Alpha

3

"IN" for inbound" and "OUT" for outbound

8

CALL DNIS

YES

Alpha

50

The DNIS, or DID identifying the number dialed.  For outbound, a project identifier or account code for the given campaign can be passed.

9

CALL ANI

NO

Alpha

10

The Caller ID of the caller, or Number Dialed for outbound calls.

10

CALL ANSERED AT EXTENSION

NO

Alpha

50

Phone extension that answered the call.

11

CALL RING DURATION

NO

Alpha

5

Format: MM:SS or HH:MM:SS

12

CALL LOCATION CODE

NO

Alpha

50

Location Code where call occurred. Leave blank or use provided location codes. Codes must be valid, and pre-existing in application.

13

CALL UNIQUE ID

YES

Alpha

255

Unique Identifier of the call.

14

CALL DISPOSITION

NO

Alpha

50

For calls that were actually answered by an agent, please pass a text value for the call disposition.  Values may be supplied in advance to coincide with the values available in the OLX system.

15

RESERVED

 

 

0

This field will be blank.

16

CUSTOMER NUMBER

YES

Alpha

50

Call center customer number.  Please add your assigned call center code and a hyphen ("-") to beginning of all customer #s.
(Ex. CCCODE-123456789)

17

BILL LAST NAME

YES

Alpha

50

Billing last name.

18

BILL FIRST NAME

YES

Alpha

30

Billing first name.

19

BILL COMPANY

NO

Alpha

255

Billing company.

20

BILL ADDRESS1

YES

Alpha

255

Billing street address.

21

BILL ADDRESS2

NO

Alpha

255

Billing street address continued.

22

BILL CITY

YES

Alpha

50

Billing city.

23

BILL STATE

YES

Alpha

20

Billing state or province abbreviation.
(Ex. ME for Maine)

24

BILL ZIPCODE

YES

Alpha

20

Billing zip code or postal code.

Format for US: ##### or #####-####

Format for Canada: XXX XXX

25

RESERVED

 

 

0

This field will be blank.

26

BILL PHONE NUMBER

YES

Alpha

30

Billing phone number.

Format: (###) ###-####

27

ACH BANK NAME

For ACH

Alpha

255

Automated Clearing House bank name.
(CK, PC pay methods only)

28

NO SOLICITING

NO

Boolean

1

No soliciting (1) or soliciting OK (0).

29

RESERVED

 

 

0

This field will be blank.

30

PAYMENT TYPE

See notes

Alpha

4

For paid credit card orders, this field must either be 'AUTH' for pre-authorizations or 'SALE' for settled transactions; for unpaid orders leave this blank.

31

RESERVED

 

 

0

This field will be blank.

32

RESERVED

 

 

0

This field will be blank.

33

CC TYPE

For CC

Alpha

2

Credit card type. (Must be valid credit card codes in OLX)

Format: V = Visa, MC = MasterCard,

D = Discover, A = American Express

34

CC NUMBER

For CC

Alpha

30

Credit card number

35

EXP DATE

For CC

Alpha

50

Credit card expiration date.

Format: MM/YY

36

DNIS

YES

Alpha

50

The source for this order. Please enter the DNIS of the telephone # dialed by customer, or your assigned call center code.

37

KEY CODE

NO

Alpha

25

Key code or promo code.

38

EMP NUMBER

YES

Alpha

50

The employee number the order belongs to or the employee number setup in OLX.

39

RESERVED

 

 

0

This field will be blank.

40

RESERVED

 

 

0

This field will be blank.

41

SHIPPING METHOD

YES

Alpha

10

Shipping method for order.

"REG" = Standard or "RSH" = Rush

NOTE: Codes other than REG or RSH must be setup in OLX as a Ship Charge Profile.

42

ORDER ALREADY FULLFILLED

NO

Alpha

1

This field will be blank for unshipped orders, and filled in with either "X" or "Y" for orders which have already shipped.
NOTE: You must enter values in fields 90-92 (TRACKING_NUM, SHIPPING_CARRIER, SHIPPING_DATE) if you are passing "X" or "Y" in this field.

43

AMOUNT ALREADY PAID

NO

Numeric

9

This field will be blank for unpaid orders, and filled in with the total amount charged for settled/paid or pre-authorized orders.
IMPORTANT: If you pass 0.00, OLX will assume the order was paid for prior to importing and it will ship without payment processing.

44

CONTINUED

NO

Alpha

1

Indicate with a “Y” if this record is a continuation of the prior record. This is used when more than 5 products are required for a given order, otherwise it will be "N".

45

ORDER DATE

YES

Date

8

The date is for the local time of the server to which the data is being posted. For example, if the server is in PST (-8:00) and the order is coming from EST (-5:00), the time should be adjusted by subtracting 3 hours. There can also be an optional time stamp added to this field by placing a space between the year and the time formatted below.

Date Format: MM/DD/YYYY

Time Format: HH/MM/SS

NOTE: This must be the current date or a date before the current date.

46

ORDER NUMBER

YES

Alpha

50

Call center order number. Please add your assigned call center code and a hyphen ("-") to beginning of all order #s. This will be stored in the Web Order #.

(Ex. CCCODE-987654321)

47

PRODUCT01

YES

Alpha

255

The 1st product code on the order.

(Must be exact product offer match in OLX)

48

QUANTITY01

YES

Numeric

8

The quantity of the 1st product being ordered. This field is required by field PRODUCT01. Must be a whole number, no decimals.

49

PRODUCT02

NO

Alpha

255

The 2nd product code on the order.

(Must be exact product offer match in OLX)

50

QUANTITY02

NO

Numeric

8

The quantity of the 2nd product being ordered. This field is required by field PRODUCT02. Must be a whole number, no decimals.

51

PRODUCT03

NO

Alpha

255

The 3rd product code on the order.

(Must be exact product offer match in OLX)

52

QUANTITY03

NO

Numeric

8

The quantity of the 3rd product being ordered. This field is required by field PRODUCT02. Must be a whole number, no decimals.

53

PRODUCT04

NO

Alpha

255

The 4th product code on the order.

(Must be exact product offer match in OLX)

54

QUANTITY04

NO

Numeric

8

The quantity of the 4th product being ordered. This field is required by field PRODUCT02. Must be a whole number, no decimals.

55

PRODUCT05

NO

Alpha

255

The 5th product code on the order.

(Must be exact product offer match in OLX)

56

QUANTITY05

NO

Numeric

8

The quantity of the 5th product being ordered. This field is required by field PRODUCT02. Must be a whole number, no decimals.

57

SHIP TO LAST NAME

YES

Alpha

50

Shipping last name

58

SHIP TO FIRST NAME

YES

Alpha

50

Shipping first name

59

SHIP TO COMPANY

NO

Alpha

255

Shipping company

60

SHIP TO ADDRESS1

YES

Alpha

255

Shipping street address

61

SHIP TO ADDRESS2

NO

Alpha

255

Shipping street address continued

62

SHIP TO CITY

YES

Alpha

50

Shipping city

63

SHIP TO STATE

YES

Alpha

50

Shipping state or province

64

SHIP TO ZIP

YES

Alpha

50

Shipping zip code or postal code.

Format for US: ##### or #####-####

Format for Canada: XXX XXX

65

ORDER HOLD DATE

NO

Date

8

For hold orders, enter the release date here.  Order will not be go through payment processing until this date.  This must be a date in the future if passed.
Format: MM/DD/YYYY

66

PAYMENT METHOD

YES

Alpha

2

Method of payment.

Format: "CC" for credit card, "CK" for Telecheck/check by phone, "PC" for paper check, "IN" for invoice or "MO" for money order.

67

ACH ROUTING NUMBER

For ACH

Numeric

50

Routing #  (CK, PC pay methods only)

68

ACH ACCOUNT NUMBER

For ACH

Alpha

50

Account #  (CK, PC pay methods only)

69

RESERVED

 

 

0

This field will be blank.

70

USE PRICES

YES

Alpha

1

This field will have a "Y" indicating that the prices are to follow for each of the products starting at field position 57.
IMPORTANT: USE_PRICES and USE_SHIPPING must be set to the same value. If one is Y then both must be Y.

NOTE: USE_PRICES and USE_SHIPPING must be set to N for installment orders.

71

PRICE01

NO

Numeric

9

The price of the 1st product being ordered. This field is required by field PRODUCT01. NOTE: This is the price before any discount is applied.

72

DISCOUNT01

NO

Numeric

9

The discount of the 1st product being ordered. This field is required by field PRODUCT01.
NOTE: Must be less than or equal to the product price or set to blank or zero if not applicable.

73

PRICE02

NO

Numeric

9

The price of the 2nd product being ordered. This field is required by field PRODUCT02. NOTE: This is the price before any discount is applied.

74

DISCOUNT02

NO

Numeric

9

The discount of the 2nd product being ordered. This field is required by field PRODUCT02.
NOTE: Must be less than or equal to the product price or set to blank or zero if not applicable.

75

PRICE03

NO

Numeric

9

The price of the 3rd product being ordered. This field is required by field PRODUCT03. NOTE: This is the price before any discount is applied.

76

DISCOUNT03

NO

Numeric

9

The discount of the 3rd product being ordered. This field is required by field PRODUCT03.
NOTE: Must be less than or equal to the product price or set to blank or zero if not applicable.

77

PRICE04

NO

Numeric

9

The price of the 4th product being ordered. This field is required by field PRODUCT04. NOTE: This is the price before any discount is applied.

78

DISCOUNT04

NO

Numeric

9

The discount of the 4th product being ordered. This field is required by field PRODUCT04.
NOTE: Must be less than or equal to the product price or set to blank or zero if not applicable.

79

PRICE05

NO

Numeric

9

The price of the 5th product being ordered. This field is required by field PRODUCT05. NOTE: This is the price before any discount is applied.

80

DISCOUNT05

NO

Numeric

9

The discount of the 5th product being ordered. This field is required by field PRODUCT05.
NOTE: Must be less than or equal to the product price or set to blank or zero if not applicable.

81

USE SHIPPING

YES

Alpha

1

This field will have a “Y” to indicate that the shipping charges for the order are to follow in field 68.
IMPORTANT: USE_PRICES and USE_SHIPPING must be set to the same value. If one is Y then both must be Y.

NOTE: USE_PRICES and USE_SHIPPING must be set to N for installment orders.

82

SHIPPING

NO

Numeric

9

The shipping charges to assign to the order if the USE_SHIPPING field is used.  Note that this amount will only be applied to the 1st line item in the order.

83

EMAIL

NO

Alpha

255

Customer email address.

84

MERCHANT TRANSACTION ID

NO

Alpha

50

For approved pre-authorized or settled orders, enter the Transaction ID received from the merchant processor; leave blank if order is unpaid.  This value will be used for settlement of pre- authorized or crediting of settled orders when applicable.

85

COUNTRY

YES

Alpha

3

Country code for the billing address on an order. Country codes "001" for US, "034" for Canada.

86

SCOUNTRY

YES

Alpha

3

Country code for the shipping address on an order. Country codes "001" for US, "034" for Canada.

87

BILL PHONE 2

NO

Alpha

20

Billing PM phone number.
Format: (###) ###-####

88

SHIP TO PHONE

YES

Alpha

30

The shipping phone number.

Format: (###) ###-####

89

RESERVED

 

 

0

This field will be blank.

90

RESERVED

 

 

0

This field will be blank.

91

RESERVED

 

 

0

This field will be blank.

92

RESERVED

 

 

0

This field will be blank.

93

CUSTOM 1

NO

Alpha

50

Custom text field.

94

CUSTOM 2

NO

Alpha

50

Custom text field.

95

CUSTOM 3

NO

Alpha

50

Custom text field.

96

CUSTOM 4

NO

Alpha

50

Custom text field.

97

CUSTOM 5

NO

Alpha

50

Custom text field.

98

COUPON CODE01

NO

Alpha

255

The coupon code for PRODUCT01.

99

COUPON CODE02

NO

Alpha

255

The coupon code for PRODUCT02.

100

COUPON CODE03

NO

Alpha

255

The coupon code for PRODUCT03.

101

COUPON CODE04

NO

Alpha

255

The coupon code for PRODUCT04.

102

COUPON CODE05

NO

Alpha

255

The coupon code for PRODUCT05.

103

RESERVED

 

 

0

This field will be blank.

104

TRACKING NUM

NO

Alpha

35

If the order is fulfilled then provide the tracking number, otherwise, leave blank.

105

SHIPPING CARRIER

NO

Alpha

35

If the order is fulfilled then provide the shipping carrier, otherwise, leave blank.

106

SHIPPING DATE

NO

Date

8

If the order is fulfilled then provide the transaction date, otherwise, leave blank.
Format: MM/DD/YYYY

107

CLIENT TRANSACTION ID

NO

Alpha

35

If the order is fulfilled then provide the client transaction id from the fulfillment software, otherwise, leave blank.

108

CVV CODE

NO

Alpha

4

Credit Card CVV code.

109

VOICE RECORDING ID

NO

Alpha

50

Voice Log ID or number.

110

ACH CHECK NUMBER

For ACH

Numeric

50

Check number (CK, PC pay methods only)

111

ORDER STATE SALES TAX

NO

Numeric

9

State Tax (when applicable).  OLX can be configured to allow tax to be split over the items or to put all the tax on the first item.  This is a dollar value and not a percentage.

112

ORDER FEDERAL SALES TAX

NO

Numeric

9

Secondary tax amount to add to the order.  This is a dollar value and not a percentage.

113

CUSTOMER COMMENTS

NO

Alpha

4000

Customer notes.

114

ACH IS SAVINGS ACCOUNT

NO

Numeric

1

For CK/ACH orders, pass a "1" if the account is a savings account.

115

CUSTOMER AGE

NO

Numeric

4

Conditionally required based on DNIS.

116

CUSTOMER DOB

NO

Date

8

Conditionally required based on DNIS.

Format: MM/DD/YYYY

117

CUSTOMER GENDER

NO

Alpha

50

Conditionally required based on DNIS, Format: "male" or "female"

118

CUSTOMER SSN

NO

Alpha

50

Conditionally required based on DNIS, Format: ###-##-####

119

PACKING SLIP COMMENTS

NO

Alpha

4000

Packing slip comments.

120

ORDER COMMENTS

NO

Alpha

4000

Order comments.

121

LOCATION CODE

NO

Alpha

10

Location code for order.


Attachments

The attached documentation includes the OLX Telemarketing Import Spec, Template, and Example.



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