Excel – FinerWorks Help and Support Portal

What is the maximum number of orders I can submit at once via Excel?

The current limit is up to 50 orders at a time. This number may change in the future. If you have more than 50 orders, you will need to split them up into more than one submission.

What if my Excel document does not match the template?

You will have the opportunity to map your Excel document to the appropriate fields prior to submitting your orders if they do not match. In some cases, you may need to modify your Excel document prior to uploading it if the column formatting is too different.

Are all columns in the Excel template required?

Most columns are required. Our Excel module documentation shows which ones are required.

Can I provide an Excel or other type of file?

We recommend .xlsx or .xls files, which are the two types of Excel file extensions. Also supported are .csv files; however, be careful with .csv files since formatting issues can easily occur.

What if I don’t have Excel?

If you don’t have Excel, we recommend using Google Docs’ spreadsheet or even Apple’s Numbers. There are also other free spreadsheet programs out there. You would populate the spreadsheet the same way, but then export it as an .xlsx document.

What if I have more than 1 item in an order?

You can submit multiple items within the same order by simply including the same PO for that row.

How does billing and payment work?

When you set up your billing and payment methods, each time your orders are successfully received by FinerWorks, the payment method you set up within your FinerWorks account will be billed.