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Order import lets you load your customers’ orders into Maestra Platform in bulk — line items, statuses, prices, discounts, and more. You’ll need it when you first migrate data from another system, or when you upload orders on a regular schedule because there’s no direct integration. Imports run under Customer Data Platform → Imports. Click New import to open the settings. Before you import, make sure your account has:

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Step 1. Choose the import type

Pick the import type — Orders and actions → Orders.

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Step 2. Prepare and upload the file

Below the Upload a file for import field, you’ll find a reference of every field you can load, plus a sample file template. Use them as the starting point for your own data. Work out which fields you need. The file has to contain every required field: Build the file. Use the first row for field names — the wording is up to you.
  • Format: .csv or .txt.
  • Each row is one order line. An order with several lines takes several rows with the same external order ID.
See Preparing a file for import for the full set of recommendations. Upload the file and click Continue.

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Step 3. Map the file’s fields

Maestra Platform maps the file’s columns to its own fields automatically. Check the result and adjust it by hand if you need to:
  • In the Import column, tick the fields you want to load. Unticked columns are skipped.
  • In the Maestra field column, map each file column to a field on the account. Optional fields left unmapped are skipped.
If a custom field you need doesn’t exist yet, create it with the Create custom field button.
Click Continue.
Make sure the order ID and product ID fields point to the right external system.

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Step 4. Configure the import

This step sets extra parameters for the import:
  • Data source — the integration point the data came through. Affects how the customer’s actions are attributed. Defaults to the Maestra admin panel.
  • Touchpoint — the channel or integration the action is tied to. By default it’s derived from the integration point. To tie the orders to a specific website or store, pick the touchpoint manually.
  • Comment — a description of the import. Makes it easier to find in the list later.

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Step 5. Review and start the import

Before you start, Maestra Platform shows the first rows of the file with the mapping already applied. Check that the data looks the way you expect — that the right values landed in the right fields. If everything’s correct, click Start import.

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How to track the import

Once started, the import appears in the list on the Import page. For each task you’ll see:
  • start date,
  • import type,
  • source file with its comment,
  • load progress,
  • rows imported and errors,
  • who started it.
If errors came up during the import, some rows were skipped. Open the import details to see which rows had a problem and why. Fix them in the file and run the import again.

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How to update an order’s status

When you import an order again with the same external ID, Maestra Platform updates its status and the other line fields.
Once an order that used a promo code or points is canceled, you can’t move it to any other status. That’s how the promo code and points get returned to the customer correctly, without the benefit being applied twice.If you still need to change the status, create a new order with a different external ID.

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The result

Once the task finishes, the orders show up in customer profiles and are ready to use in segmentation, campaigns, and analytics. If errors came up, some rows may have been skipped. Open the task details to see the problem rows and the reason, fix them in the file, and run the import again.