Switch from Excel at your own pace.
Your current system keeps running until you are ready to switch. You enter your data yourselves from the spreadsheets you already have, and can try everything on a test customer first.
customers.xlsx
- 2 Nordisk Pak ApS New customer
- 3 Fjordfisk A/S Will be updated
- 4 Halvorsen AS Country missing
You import from your own files
Customers, products, batches, customs codes and purchase history can be imported from Excel or CSV, and product pictures from a ZIP file. There is a guide to the columns for each type.
- Excel (xlsx) or CSV
- Guide to the columns for each type
- Product pictures from a ZIP file
You see every row before anything is saved
A preview shows what will happen to each row, and errors are explained so you can fix them in the file. An empty cell never overwrites anything that is already in the system.
- Errors are explained per row
- Empty cells do not overwrite
- Importing the same file again creates no duplicates
Try it on a test customer
A test customer runs all the way through the flow without touching anything real: no invoice in Dinero, no freight booking and no stock draw. Emails are marked as test. When you are ready, you turn the test customer into a real customer and keep the setup.
- Own number series for test orders
- Emails marked [TEST]
- Turn into a real customer with one click
Test order
No invoice, freight or stock
Email marked [TEST]
Example
We set up the rest together
Email templates, who gets which emails, and the integrations are set up to match the way you work. If you are missing an integration or a function, I can build it for you.
- Email templates in Danish and English
- Who gets which emails, per person
- Integrations with your own systems by agreement
See it with your own orders
In a demo we go through an order as it looks at your company today, and look at what OrderTrail can take over.