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AI Import

AI Import is a parallel path inside Order Import for bringing customer files into 3 Clicks when those files do not follow the standard import spreadsheet. It accepts Excel (.xlsx), PDF, and pivoted size-matrix style layouts, then intelligently maps source columns to 3 Clicks order fields. The original .xlsx template import is unchanged and remains the path for pre-formatted files.

Quick Check - Before You Start
  • You can open Order Import from the app (e.g. via Order Imports / import entry points your site uses) and select AI Import → AI Import.
  • You have permission to import orders; if AI Import is not available, check with your administrator.
  • You know which worksheet tab holds the data if the file has multiple tabs (the wizard defaults to the first tab).
  • Order Number and Style Number in the file are identifiable so you can confirm they map to the right columns before you commit.
  • Your organisation understands that AI-assisted mapping is metered and billable.

How to run an AI Import (Excel)

Step What to do
1 Go to Order Imports, choose AI Import, then AI Import.
2 Upload an Excel file (.xlsx).
3 If the workbook has multiple tabs, use the Worksheet dropdown to select the correct sheet (it defaults to the first tab).
4 Review column mapping. Confirm the columns like: Order Number and Style Number.
5 Click Continue to open Preview and review the normalised data.
6 Click Commit Import to run the import.
7 In the orders list, the new records will show the expected imported data.

Common Pitfall

If Order Number or Style Number map to the wrong columns, the Preview Image may look plausible while the committed orders are wrong or fail validation. Always check mapping before committing the import, especially for pivoted or multi-header sheets.

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Troubleshooting

Why is the data wrong after import even though the Preview looked fine?

The Preview shows data after mapping. If a source column was mis-assigned (for example Order Number matched the wrong column), the imported orders will not match your customer’s intent.

Steps to resolve:

  1. Re-open AI Import with the same file.
  2. Adjust column mapping, focusing on Order Number, Style Number, and other key fields.
  3. Re-run Preview, then Commit Import if the mapping is correct.
My file has several tabs—how do I know which one was used?

The Worksheet dropdown selects which tab is read. If you do not change it, the first tab in the workbook is used.

Steps to resolve:

  1. In Excel, note which tab holds the data you need.
  2. In AI Import, pick that tab from Worksheet before mapping and previewing.
Where is AI Import in the product if I cannot see it?

Availability can depend on permissions, feature flags, and your billing arrangement for metered AI features.

Steps to resolve:

  1. Confirm you use the Order Import entry point and look for AI Import → AI Import.
  2. Ask your administrator whether your role and site are enabled for this feature.
  3. If your organisation is trialling the feature, confirm that AI usage and billing are set up as required.