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User guide

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How does the Mass Order Update extension work with Magento 2?

Features

The Mass Order Update extension for Magento 2 will allow you to update massively your orders via CSV or XML files imported manually or automatically from any order management software/platform.

Mass Order Update makes it possible for you to manage:

  • order information: change the status and add a comment
  • delivery: create a shipment and add a tracking number
  • order processing: create the invoice, the credit memo, and cancel the order

Configuration steps

The extension is very easy to use:  

  1. Create an import profile
  2. Set the import file
  3. Define where the order identifier is in the file
  4. Define if the identifier is the order id or the increment id
  5. Create your rules
  6. Execute your profile or configure an automatic execution

In the case where you don't want to apply the rule to all the orders, you have the possibility to add some conditions to it. You could also create logical combinations of conditions to manage more complicated cases. In fact, the conditions allow you to define whether or not you apply the actions of the rule to the orders.  

Note that the Mass Order Update extension can be fully integrated with Mass Order Export. This allows you to manage a complete integration of order fulfillment with a logistics software or with an ERP.

STEP 1: Configure the general settings

General Settings

You can configure the general settings from:
StoresSettingsConfigurationWyomindMass Order Update

Log

To activate the log file, set Enable log on YES.

Profile

You can also configure:

  • Number of rows in mapping preview
    It is the number of rows that will appear in the preview box.
    2
  • Number of orders loaded and processed at once
    Your profile will process the import file by batches and limit memory consumption.
    This parameter defines the size of each batch.
    100

Cron job

To activate the cron job reporting, set Enable cron job reporting on YES. If set to yes, the Mass Order Update module will send a report email on each execution.

You'll have to configure: 

  • Sender Email
    The email of the sender.
  • Sender Name
    The name of the sender.
  • Send the reports to
    The recipients of the email.
    Note that emails must be separated with a comma.
    email1@mail.com,email2@mail.com
  • Report title
    A title for the report and the email.

You can also define:

  • a Cron Interval

    By default, cron tasks can be scheduled for each period of 30 minutes.
    If you need a more precise hour, you can change that interval.
    20

STEP 2: Create your profile

To create your profile, click on create a new profile from:
SalesMass Order UpdateProfiles

The Tool Box

The toolbox is very useful as this will help you to configure your update file more quickly.

Below are the different options for the toolbox.

Input Data

To get a preview of the source file, click on INPUT DATA.

Output Data

Clicking on Execution Preview will show you what actions will be performed on your orders during the profile execution depending on your current configuration.

  

You can have different notifications among which:

  • Order not found
    The order cannot be found among your Magento instance.
  • Order is not...
    The order cannot be shipped, invoiced...
  • Conditions not fulfilled for rule ***
    The order doesn't meet the conditions for the rule.
  • Trying to ...
    The order meets the conditions for the rule, and the action will be performed on the order.

Settings

Import Profile Settings

Define the settings for your profile.  

  • Profile Name
    The profile's name must be unique.
  • Filter lines
    Leave empty to import all lines:
     means all lines will be imported
    Type the numbers of the lines you want to import, making sure to separate each line or range with a comma (,):
    2,4,6,8,10means lines 2,4,6,8,10 will be imported
    Use a dash (-) to denote a range of lines:
    8-10means lines 8,9,10 will be imported
    Use a plus (+) to import all lines from a line number:
    4+means all lines from line 4 will be imported

    Use regular expressions surrounded by # to indicate a particular group of identifiers to import:#0000002[0-9]+#
    means all lines with an identifier matching the regular expression will be imported
    Note you can combine all those options. For example 2,6-10,15+ means line 2,6,7,8,9,10,15,16,17,... will be imported.

File Location

This section allows you to specify where the source data file is stored. You have several options:

  • Magento File System
    The file is stored in the Magento root directory or a subdirectory of the Magento root directory.
    The File path is relative to Magento root folder.
  • FTP server
    The file is stored on a remote server available from FTP or SFTP. Do not prefix the domain name or the IP with FTP://.
    You'll be able to check if the FTP connexion is valid.
    The File path is relative to FTP user root folder.
  • URL
    The file is stored on a remote server available from HTTP or HTTPS.
    Fill in the File path with the URL of the file.
  • Webservice
    The file is available on a remote server accessible as web service.
    Fill in the File path with the URL of the web service.
    The extension uses the CURL PHP library to connect the web service. You can provide the web service a login/password couple and any parameters formatted as url parameters, as follows:
    parameter1=value1&parameter2=value2&parameter3=value3
  • Dropbox
    Fill in the File Path with the URL of the dropbox service.
    Generate your token from your Dropbox account https://www.dropbox.com/developers/apps

  

Order Identification

Choose how your orders will be identified in the imported file:

  • Order identification
    You have the possibility to choose the order id or the order increment.
    For example:
    3420
    or
    1000003421
  • Identifier offset
    You need to select the field which contains the order identifier.

File Type

This allows you to specify the file type used for the update between XML and CSV.

For CSV files, define:

  • Column separator
    Define the column separator.
  • Text delimiter
    Select the text delimiter.
  • The first line is a header
    Specify when the first line is a header.
Note that our module rules will process your file line by line, so all data for a rule needs to be in the same line.

  

For XML files, define:

  • Xpath to orders
    In case of an update from an XML file, fill in the XPath that targets the orders. The Xpath is case sensitive.
  • XML structure
    You have two options; the Automatic detection or the Predefined structure.
    The automatic detection fits for simple files made of only one nesting level such as the above file sample.
  • Predefined structure
    If you've selected the Predefined structure, you have the possibility to define your own file structure. When the structure of your file is quite complex, the info may be dispatched in deep nodes and sometimes in tag attributes such as:
    url="something"


    Below is an example of complex file where you need a predefined structure:
    <orders>
     <order>
      <CustomerOrderId>000000028</CustomerOrderId>
      <order-shipment>
       <OrderTrackingNumber>334678MCLK</OrderTrackingNumber>
       <OrderCarrier>ups</OrderCarrier>
       <OrderTrackingURL>https://www.fedex.com/apps/fedextrack/?action=track&amp;trackingnumber=334678MCLK&amp;cntry_code=us&amp;locale=en_US</OrderTrackingURL>
      </order-shipment>
     </order>
    </orders>
    

    The XPath that targets the orders in the above file is /orders/order

    The JSON syntax you need to use is:
    { 
    "incrementid":"CustomerOrderId", 
    "tracking_number":"order-shipment/OrderTrackingNumber", 
    "carrier":"order-shipment/OrderCarrier"
    }

Post Process Action

You have the possibility to define an action after the file is processed.

  • Action
    Do Nothing
    Delete the import file
    Move import file
  • Move to folder
    Define the file path where you want to move the import file, relative to your Magento root folder.

Note that this option is available only for files locally hosted in your Magento File System.

Rules

In that section, you can define your own rules and give them a Rule name

A rule is a combination from 0 to n conditions and from 1 to n actions. Rules are tested for each order corresponding to an element of the file. If the conditions are met for the current element, the actions of the rule will be executed for the order.

If there is no condition for a rule, the actions are always executed for the order.

Overview of the interface

Find below a quick overview of the Rules section. 

  1. Enable or disable a rule by clicking on the LINK symbol.
  2. Apply a label to the rule.
  3. Add a condition to your rule by clicking on +
  4. Delete a condition from the rule.
  5. Add a new action. 
  6. Delete an action from the rule.
  7. Change the order of each row using the drag and drop.
  8. Apply a label to the action.
  9. Apply the color of your choice to the action.
  10. Apply a custom script </> to the action options.
    These scripts can be previewed in the output. 
    See how to use the PHP API.
  11. Preview your file by clicking INPUT DATA.
  12. Check the actions that will be performed on your orders by clicking Execution preview.

Conditions

You can define conditions based on:

  • the file: the conditions are based on the data available in the source file
  • the order: the conditions are based on the orders data

You have the possibility to define conditions according to several options such as:

  • EQUAL / NOT EQUAL
  • GREATER / LOWER
  • GREATER OR EQUAL / LOWER OR EQUAL
  • LIKE / NOT LIKE
  • IS NULL / IS NOT NULL
  • IN / NOT IN

Actions

You can select the below actions: 

  • Set status
    You will have to select the status you want to apply to the orders. 
  • Add comment
    You can define the comment you want to add to the orders as well as if you want to send the comment email and make the comment visible on the front-office, in the customer account.
  • Invoice
    You can define if you want to send the invoice and the email.
  • Creditmemo
    You can define if you want to send the credit memo and the email.
  • Ship
    Define the carrier to apply, the tracking number, the source to use, and if you want to send a shipping email.
Note that the Source to use field will only be displayed if the Magento MSI module is enabled. 
  • Cancel
    Define if you want to cancel the orders. 

Scheduled Tasks

You can schedule the profile to be executed for all days of the week and with a default interval of 30 minutes between each execution.

The cron interval can be configured in the General Settings from: 
StoresSettingsConfigurationWyomindMass Order Update

Run your Mass Order Update profiles

From the profiles grid

To run the profile from the grid, you just need to click on RUN PROFILE from the Action dropdown on the right column.

The status will then be updated with a progress bar.

From the profile's page

Edit the profile and then click on RUN PROFILE NOW .

With the cron tasks

When the scheduled tasks are configured for the profile, then the profile will be automatically run at the day and the time selected.

So that the scheduled tasks work well in Mass Order Update, the main cron task in Magento must be configured properly. 

For more details about how to configure the cron tasks in Magento, look at the official Magento user guide: 
http://devdocs.magento.com/guides/v2.0/config-guide/cli/config-cli-subcommands-cron.html

You will receive an email each time the cron task is run if you have enabled the reporting in: 
 StoresSETTINGSCOnfigurationWyomind Mass Order Update

Have a look at our documentation to configure the reporting.

With the Command Line Interface

Mass Order Update includes command lines available from any shell console.

To run the profile:

bin/magento wyomind:massorderupdate:run [-p|--profile_ids[="..."]]

For example, for profile 2, run:

bin/magento wyomind:massorderupdate:run -p 2

Show the Mass Order Update report

The report will give you more information on the rules that have been executed for each order. 

You can display the report from the profiles' grid by clicking on Show report  from the Last Import column

Statuses

You can find different kinds of status in the report:

  • notice
    The notice displays what the profile has tried to execute. 
  • success
    It means the profile has successfully executed the rule.
  • error
    It means the profile could not execute the rule.  

Notifications

You will also find different notifications among which:

  • Order not found
    The order cannot be found among your Magento instance.
  • Order is not...
    The order cannot be shipped, invoiced...
  • Conditions not fulfilled for rule ***
    The order doesn't meet the conditions for the rule.
  • Trying to ...
    The order meets the conditions for the rule, and the action will be performed on the order.
Note that you will certainly get more errors than in the execution preview because Magento can raise an error when the order is actually processed.

PHP API for Mass Order Update

Mass Order Update allows you to fully customize the parameters of your actions by using PHP scripts in different ways.

API coding standards

For each line in the Rules tab of your profile, you can add your own custom script based on a PHP syntax.

To add your custom script, click on </>  at the end of the option you want to edit.

Opening and closing tags

Every script must include the opening PHP tag: <?php 

For example:

<?php /* Your custom script */ return $self;​
Note that it is not necessary to use the closing tag.

Outputting a value

Use the return instruction to output any value in your profile.

For example:

<?php return 'Your order has been cancelled';

Variable $cell

You can call any column of the source file using $cell["name of the column"]. It is an array that indexes each column numerically (1,2,3,...) and with a key corresponding to the name of the column header, so you can also use $cell[INDEX]. 
   

For example:

return $cell["Header 2"]
return $cell[12]
Note it is better to use associative keys. In that case, if the column order changes in the file, your scripts will still be valid.

Variable $self

Use $self to retrieve the current value of the column and manipulate the data.

For example:

return 'Order shipped. The package tracking number is ' . $self;

Variable $order

Use $order to retrieve any information of the order. 

For example:

<?php
if ($order->getGrandTotal() > 500)  return 'wait_fraud_control'; else return 'preparing';

Examples of use

Below are some examples of use with the PHP API. 

Return a delivery date in a comment

You could retrieve the delivery date available in your source file for each order in a comment.

Choose Add comment as Action type. In Comment, select the name of the field for the delivery date and add the below code:

<?php return 'Your order will be delivered on ' . $self;

Access the order with the $order variable

To retrieve the carrier code when it is not available in the source file, you may be able to deduct it from the order's information using the below code:

<?php
$explShippingMethod = explode('_', $order->getShippingMethod());
$carrierCode = $explShippingMethod[0];
return $carrierCode;

Easily manage and automate the bulk update of your orders!

Update your orders from any source

Update your orders in bulk from CSV or XML files available from Magento® files system or remote servers using FTP or HTTP.

Available actions

  • Ship the orders and add tracking numbers
  • Change the status of your orders
  • Add comments to your orders
  • Create invoices
  • Create credit memo
  • Cancel your orders

Automate the update task

Update your orders manually or automatically thanks to the cron tasks or the command line interface and get reports in real-time.

Completely synchronize your orders with your ERP thanks to the Mass Order Export  extension!

  1. Send your orders to the ERP with Mass Order Export. 
  2. Manage your orders from your ERP. 
  3. Use Mass Order Update to integrate the order status file.

Features

  • Creation of as many profiles as needed
  • Update the status of your orders
  • Add comments to your orders
  • Create invoices, credit memo, ship or cancel your orders
  • Scheduled tasks
  • Preview toolbox
  • CSV and XML files
  • Possibility to delete/move the file after import
  • Export/import profiles
  • CLI available
  • Custom codes allowed
  • Profile report
  • Log and cron job reports
Freqently Asked Questions
Pre-sales informations

This extension works with Magento Community Edition and also Magento Enterprise Edition. To know if Mass Order Update is compatible with your Magento version, please check the Compatibility tab.

License and domains

A license is valid for an unlimited period of time on one single Magento installation

  • If you're using more than one Magento installation, you will have to buy a separate license for each instance.
  • if you're running several domains on a same Magento installation, you will need only one license for all of them.
Although your license doesn’t have a limited period of validity, your support period does. By purchasing an extension, you’ll be granted a 6-month support period for free. Passed this period, you will have to pay for a new one (see FAQ: Extend your Support period)

You can pre-register your live domain to your license in advance.

Thanks to this option, you'll be able to get the extension ready to use on your domain before it goes live.

To pre-register your production domain: 

  1. Go to:
    mY accountLicenses & DOwnloads
  2. Click on  next to the extension you want your domain to pre-register on.
  3. Click on the link at the bottom of the page saying:
    Do you want to pre-register your domain in order to be ready to go live?
  4. Finally, enter your domain name and click on pre-register now .
Attention, this doesn't mean your license is activated. You'll still have to activate it on your new domain when the extension is installed. 

One license is valid for an unlimited period of time on one Magento installation only. However, it is possible to extend or transfer your license in 2 cases: 

  • If you would like to add your testing environments to your license. 
    In that case, it is possible to extend your license to an unlimited number of domains for free.
    For example: mywebsite-staging.com or mywebsite-dev.com
  • If you want to transfer your license to another live domain.
    In that case, the support period for your license must still be active.

To be able to use Mass Order Update on both your production and testing environments, follow the instructions below:

  1. Download Mass Order Update.
    (see FAQ: Extensions download)
  2. Install Mass Order Update on your environment.
    (see FAQ: Extensions installation)
  3. Activate the license.
    (see FAQ: Extensions activation from the backoffice or Extensions activation from the CLI)

Also, if you are managing a large amount of domains, please contact us so that we can automatically whitelist these domains.
Extension versioning and download

In order to download Mass Order Update, log into your Wyomind account:

    1. Go to:
      my accountLicenses & downloads 
    2. Click on the  icon next to Mass Order Update.

      A new window opens.

    3. Choose the version of Mass Order Update.
      You will be able to choose the most recent version of Mass Order Update (for both Magento 1 and Magento 2).
    4. Click on  .

Your download can start.

When purchasing an extension from wyomind.com, you benefit from a lifetime upgrade. You can at any time download the latest version of the extension directly from your account. 

To upgrade Mass Order Update, follow the steps below:

  1. Go to:
    my accountLicenses & Downloads
  2. Click on  next to Mass Order Update.
  3. Choose the latest version of Mass Order Update (for Magento 1 and Magento 2).
  4. Click on download .
  5. Install the new version of Mass Order Update to update your Magento admin. 

Extensions Installation/Uninstallation

You can install Mass Order Update manually.

  1. Download Mass Order Update (zip file) on:
    mY ACCOUNTLicenses & Downloads
     
    Refer to the FAQ: Extensions download
  2. Once Mass Order Update is downloaded, open the folder and unzip it.
  3. Copy the content of the unzipped folder and paste all files and directories in your Magento 2 root directory.
  4. In your Command Line Interface, execute:
    bin/magento setup:upgrade 

    If you are using a production mode, execute also:

    bin/magento setup:static-content:deploy  
    bin/magento setup:di:compile  

You can install Mass Order Update using Composer software in two cases:

  • if you purchased Mass Order Update on Magento Marketplace.
  • if you purchased Mass Order Update on Wyomind.com AND requested access to our repository:
    repo.wyomind.com
  1. Add to your composer configuration our repository:
    composer config repositories.wyomind composer https://repo.wyomind.com 

  2. Execute Composer command:
    composer require wyomind/orderupdater
  3. Then go in your Command Line Interface and execute:
    bin/magento setup:upgrade ​
  4. If you are using a production mode, also execute:
    bin/magento setup:static-content:deploy  ​
    bin/magento setup:di:compile​

To uninstall Mass Order Update, start with disabling the extension running the following command:

bin/magento module:disable Wyomind_OrderUpdater

Then, you have 2 ways to uninstall the extension depending on how the extension has been previously installed: 

  • Manual installation

    Run the orderupdater-uninstall.sh file (you can find it in the extension zip folder) from your Magento root directory:

    sh orderupdater-uninstall.sh

     

  • Installation via Composer

    Run the below command line:

    composer remove wyomind/orderupdater

Once the uninstallation is over, refresh your cache and enable the compiler back again (if you use it). 

You can install Mass Order Update via Web Setup Wizard if you purchased it from Magento Marketplace only.

To know how to proceed, all steps are described in the link below: 
http://docs.magento.com/m2/ce/user_guide/system/component-manager.html

Next step is to activate your license:
Extension activation

Extensions activation

Once Mass Order Update is installed, you have to activate the license. For previous versions, you can activate the license from your back-office:

    1. Go to your Magento admin panel. A message pops up at the top of the page.


      If the message doesn't appear then you must check that:

         1. The Adminhtml_Notifications and Wyomind_Core modules are well enabled.
         2. The HTML output of the Adminhtml_Notifications and Wyomind_Core modules are not disabled in:
      storesconfigurationadvanced advanced
         3. The encryption key well exists in app/etc/env.php:
      <?php
       return array(
       'backend' => array(
       'frontName' => 'admin'
       ),
       'crypt' => array(
       'key' => '1e8f3c6772b7a6a6689c3c8cefa4ccf0'
       ),
       /* ... */
       )
      ?>​
    2. Copy your activation key in:
      StoresConfigurationWyomind Your extension

      You can find your activation key in 2 different places:
      In the confirmation email that you received after purchasing Mass Order Update.
      In your Wyomind account:My account Licenses & downloads
      Select Mass Order Update and click on  .

      A new page opens where you'll find your activation key (see below).


    3. In your Magento admin go to:
      StoresConfigurationWyomind Your extension

      Paste the activation key in the Activation Key field and choose between the automatic (yes) or the manual (no) activation method:
      By choosing Yes, the connection to Wyomind license server will be automatic.
      By choosing No, you will have to log on to Wyomind license server yourself.

    4. Click on Save config .
    5. A message appears at the top of your admin panel. Click on that link: 
      Activate it now!
    6. Copy and paste the license code in the License code field from your admin or simply click on Activate now! 


    7. Finally, refresh your cache, log out and log in back straight after, to complete the installation.

When the extension includes other modules, repeat the steps described above for each one, using the corresponding activation keys (each module has its own activation key).

Add another domain to your license


To activate the license on another domain (test, staging...):

  1. Once the extension is installed on the new domain, copy your activation key in:
    StoresConfigurationWyomind Your extension
  2. After having saved the configuration, a notification appears. Click on Add this domain to my license.

  3. A transfer request will then be sent to our team within an hour.
    Once the request is taken care of, you will receive a confirmation email.
    If your transfer request is accepted, you can use Mass Order Update on both environments at the same time.

Note that the order in which you activate your license on your domains does not matter. You can start with your staging/dev/local environment or with your live domain, the process will be the same.

Also, if you have loads of staging domains, or if you are an agency managing load of domains for your customers, please contact us so that we can automatically whitelist these domains.

Once Mass Order Update is installed, you have to activate the license.

For this, you can use the below command line (change the Activation key with the corresponding value):

bin/magento wyomind:license:activate Wyomind_OrderUpdater <YOUR_ACTIVATION_KEY>

To retrieve the list of all the available modules as well as the licenses status, please use:

bin/magento wyomind:license:status

 Among the different status, you can find: 

  • registered = your license is registered
  • pending = you need to run the activation command line
  • invalidated = the license has been invalidated due to a wrong activation key or a license infringement
 
Check how to add another domain to your license.
Extensions use

You can use regular expression in the File path field. This will make the file name dynamic and all files matching the regular expression will be processed by your profile.

For example:

  • filename-.*
    That expression will take into account all files starting with "filename-". You can also use this example to run the profile with files using the following format: filename-YYYY-MM-DD.ext
  • orders_update_[0-9].csv
    That expression will take into account all files starting with "orders_update_" followed by a number between 0 and 9 and ending with ".csv".

The profile will then run all the corresponding files one by one.

Mass Order Update allows you to use files (for example XML or CSV) from your Dropbox.

Here is how to configure your profile for a file stored in your dropbox from the Settings part:

  1. In File location, select Dropbox

  2. Fill the Path to file field with the file path relative to the root directory of your Dropbox container.


    For example : /import/xml

  3. Configure your Dropbox app to allow the Full Dropbox.

    For example:

 

Magento® Compatibility

Magento® Open Source

(Magento® Community Edition)

  • 2.4.2
  • 2.4.1
  • 2.4
  • 2.3.7
  • 2.3.6
  • 2.3.5
  • 2.3.4
  • 2.3.3
  • 2.3.2
  • 2.3.1
  • 2.3

Adobe® Commerce

(Magento® Enterprise Edition)

  • 2.4.2
  • 2.4.1
  • 2.4
  • 2.3.7
  • 2.3.6
  • 2.3.5
  • 2.3.4
  • 2.3.3
  • 2.3.2
  • 2.3.1
  • 2.3
User's reviews
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Changelog
  • Fix when executing profiles via cron tasks
  • Fix for the shipments when Magento MSI is disabled
  • Fix for a bug causing a double reservation when creating a shipment with MSI
  • Custom carrier added to the list of available carriers
  • Fix for custom script execution

Enhancement

  • Improved license management system (Clear code)
  • Minor fix on custom scripts

Enhancement

  • License system improved
  • Version for Magento Marketplace
Demo store
Work in progress...

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