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Import Invoices/Orders From ProSelect/XML

Updated

Overview

This tutorial will show you the steps to import an order or invoice from ProSelect. For more information regarding proselect click here.

Note: This is the old way of importing orders from ProSelect. StudioCloud has a new seemless integration. More details are available here.

 

Table of Contents

  • Export an Order From ProSelect
  • Import an Order Into StudioCloud as a New Invoice
  • Add Items

How to Export an Order From ProSelect

  • Open ProSelect
  • Add Items to an order
  • Select the "Export Orders" option under the Orders file menu.
  • Select the "Standard XML" option next to the "Export To:" field
  • Click the "Export Now" button.

How to Import an Order into StudioCloud as a New Invoice

  1. Go to the Point of Sale component
  2. Go to the Point of Sale tab
  3. Click the Invoices/Estimates/Quotes button
  4. Click the Actions menu button
  5. Click the Import menu option
  6. Click the Import Invoices from ProSelect menu item
  7. In the Import XML Settings window select whether you want to use the ProSelect Image Name or the Image Location when the file is imported
    • The Ordered Image (ProSelect Image Name) will show the name that ProSelect has given the image. Typically, it is Print_1.jpg, Print_2.jpg, etc.
    • The Original Image (Image Location) Option will show the original image location and name. 
  8. Find the file on your computer 
  9. Click the Open button
  10. Once you see the invoice window, make any necessary changes
  11. Click the Save button

How to Import an Order Into StudioCloud Through an Existing Invoice

Please note that with this option the client is not imported since the invoice already has a client assigned to it.

  1. Go to the Point of Sale component
  2. Click on the Invoices/Estimates/Quotes section
  3. Click the edit button on the desired invoice
  4. Click the More Actions button and select the Import Items From ProSelect/XML
  5. In the Import XML Settings window select whether you want to use the ProSelect Image Name or the Image Location when the file is imported
    • The Ordered Image (ProSelect Image Name) will show the name that Proselect has given the image. Typically, it is Print_1.jpg, Print_2.jpg, etc.
    • The Original Image (Image Location) Option will show the original image location and name. 
  6. Find the file on your computer 
  7. Click the Open button
  8. Once you see the invoice window make any necessary changes
  9. Click the Save button