---
title: "Import Basic CSV Files"
canonical: "https://kb.myframeworks.com.au/space/CO/30528886/Import%20Basic%20CSV%20Files"
format: markdown
---
Import product and delivery details from CSV spreadsheet files directly into a sales order or quote. The Basic CSV import supports flexible file formats for custom customer files.

> 📝 ## Prerequisites
> 📝 
> 📝 Before importing a Basic CSV file:
> 📝 
> 📝 - Customer account must exist in Frameworks system
> 📝 - CSV file must follow the required format (see File Format Requirements below)
> 📝 - Product codes in the CSV file should match Frameworks product codes

## File Format Requirements

The Basic CSV file requires this structure:

**Delivery Details Row:**

- Column A = H (denotes Header row with delivery information)
- Column B = Customer ID
- Column C = Customer Order Number
- Column D = Date Required
- Column E = Deliver To
- Column F = Address
- Column G = Suburb/City
- Column H = State
- Column I = Instructions
- Column J = Contact Name
- Column K = Contact Phone

**Product Details Rows:**

- Column A = D (denotes Detail row with product information)
- Column B = Product Number
- Column C = Quantity
- Column D = Unit of Measure
- Column E = Unit Price
- Column F = Discount Percentage
- Column G = Usage
- Column H = Picking Group
- Column I = Comments
- Column J = Product tally information (if applicable)

The file must be comma-delimited CSV format with no header row explaining the columns.

---

## Import Basic CSV File

1. From the **Frameworks Menu**, navigate to **Sales > Transaction Processing > Sales Orders**.
2. Click **New** to create a new sales order or search for an existing order using the **Find** button.
3. In the **Cust No.** field, enter the customer number or click the **search** icon to find the customer.
4. Click **Actions**, select **File Imports**, then **Basic CSV File**.
5. Click **Choose File**, navigate to the CSV file on your computer, and click **Open**.
6. Click **Upload** to import the file.
7. When the **Import Status** window displays, review the import results and click **Close**.

## Result

The **Import Status** window displays:

- Number of product lines successfully imported
- Number of errors encountered during import

Products that match existing Frameworks product codes are added to the order automatically. Delivery details from the Header row populate the order header section.

Multiple imports of the same product are consolidated automatically. If products have multiple tallies, these are also consolidated.

If product codes don't match exactly but descriptions are similar, the **Resolve Product Mapping** window displays requiring resolution. If unresolved import lines exist, the **Resolve Import **icon appears next to the **Actions** button.

> ✅ ## Related Tasks
> ✅ 
> ✅ - <u>[Create a Sales Order](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30529072)</u> - How to create new sales orders
> ✅ - <u>[Find an Open Sales Order or Quote](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30520258)</u> - How to search for existing orders
> ✅ - <u>[Resolve Import Issues in Sales Orders](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/459079694)</u> - How to resolve unmatched product codes
> ✅ - <u>[Add Products to a Sales Order](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30531976)</u> - How to manually add products after import