Create Multiple Orders via Data Import

1. In your "Overview" sidebar navigation, select "New Order" -> "Data Import".

2. Welcome to your Data Import Manager. Here you can upload your ERP files and let George turn them into orders for you. You can drag and drop your files or click "Browse files" to select files manually.

3. Once you have selected all the files you'd like to upload, click "Upload file". You can select up to 10 files, with a max. size of 65 MB per file.

Depending on your user permissions, you may be able to select between two import types.

As one package: George will process the import as one indivisible package. The orders created from your import have to be signed together. When signing your imported orders, you have to sign the whole package.

As orders: George will split your import into individual payment orders or bundles. You can sign payment orders or bundles individually.

If you cannot choose between these two options, then George will automatically process your import as one package.

George will now upload your files. After the upload is finished, you can sign your orders in the Order List. You can access your Order List anytime in your sidebar navigation under "Your Orders" -> "Payment Orders".

If your order list contains a large number of orders and you're struggling to find your recently imported orders, the filter can help you find what you're looking for.

Under "Signature status", select "Open". Under "Created through", select "George Business Import". Turn on the toggle "created by you". You can also filter by transfer date, amount, type, and priority.