Downloading orders from Paypal into inFlow Cloud
You can download CSV files from PayPal once you’ve made your sales. To do so:
- Log into PayPal (be sure you’re logging into an admin account).
- Click the HISTORY link under the MY ACCOUNTS tab on your main vendor page (as soon as you log in).
- If available be sure to choose to show your transactions in your home currency (there is a dropdown in the top right which allows you to choose).
- Filter the list to show the orders you wish to download.
- Click the DOWNLOAD: CSV link in the top right of the table
- You will see a window pop up where you can choose which file you’d like to download (for example you can download only payment completed transactions or all transactions).
- If your file is too large the system will email you a link once the file has been created. This link will log you back into PayPal and allow you to download the file. If it is reasonably small then the system will load you straight into the window where you can download the file.
Importing the file to inFlow
Once you have a file from PayPal you can import it into inFlow in the following manner:
- Go to Main Menu > General > Import Data.
- Choose Sales Orders as your data type.
- Click Browse and select the file that you’d like to import (the one you made in step one).
- Click Next.
- Choose whether you want to import your orders as open or closed.
- Match the columns within your PayPal file to the columns in inFlow. We suggest the following matches:
|inFlow Field||PayPal Field|
|Phone||Contact Phone Number|
|From Email Address|
|Addresses (Billing Address)|
|Address Line 1||Address Line 1|
|Address Line 2||Address Line 2/District/Neighborhood|
|Zip/Postal Code||Zip/Postal Code|
|Order Number||Transaction ID|
|Item Name/Code||Item Title|
|Custom 1||Receipt ID|
7. Click Next to finish.
If you are having trouble:
- Check to be sure that your refunds haven’t been imported as Fully Shipped orders. If so, cancel them.