Event Setup/Running It Manually
Step 3: Import to Shopify
Goal: create the Shopify orders in one pass.
EZ Importer is a Shopify app that reads your prepared CSV and creates real orders, matching each line item to the right product and size by ID.
Steps
- Go to
ezimporter.highviewapps.comand sign in as MS Plus. - Choose Import Orders.
- Give the import a name you will recognise later. Include the event and the date, for example "Gong merch 31 Jul".
- Select the mapping Funraisin/DonorDrive Imports.
- Select your prepared CSV file.
- Choose Review Import. Do not skip this.
- Check the Record Count and Orders To Import figures against what you expected from Step 2. If either number surprises you, stop and go back to the file. It is much easier to fix a spreadsheet than to unpick imported orders.
- Choose Import.
Settings that are already correct, and must stay that way
| Setting | Value | Why |
|---|---|---|
| Email Customer on Import | Off | Buyers should not get a Shopify order email. They already have their Funraisin receipt. |
| Check for duplicates | Off | Leave it off, and control duplicates in your file instead. Turning it on has knock-on effects for the other events sharing this mapping. |
| Order number | Auto-generated by Shopify | Do not try to carry the Funraisin reference across as the order number. |
| Line item matching | By Product and Variant ID | Not by SKU. SKUs are reused across campaigns and will attach items to the wrong year's product. |
Note
The mapping is shared with the Walk and Mega events. Do not change it to solve a problem with one event's file. Fix the file.
What happens automatically once the orders exist
| Item | Where it goes | Who acts |
|---|---|---|
| Tee, hoodie | Ogo Print on Demand location | Ogo prints and ships |
| Jersey | Hillbrick location | Hillbrick manufactures, hand-off is arranged offline |
| Socks | Office location, 54 Railway Rd Blackburn | MS Warehouse picks and posts |
| Ticket | Guest Manager | Attendee created and ticket PDF emailed to the buyer |
You do not need to do anything to trigger these. Creating the order is the trigger.
Note
Tickets send themselves. The moment a ticket line item lands in Shopify, Guest Manager creates the attendee and emails the ticket. Do not also send a ticket manually or the buyer gets two.
MS Gong Ride Event Setup Runbook. Built and maintained by Entangle.
