Uploading your order history to AMP ensures that sales reps and buyers have access to complete, up-to-date order records. If you already have an order table in AMP, you can update it with new order data. The order history file must be in CSV format for a smooth upload process.


Steps to Upload Order History to AMP

  1. Prepare Your Order Data

    • Compile your order data in an Excel spreadsheet or export order history from your backend system.
    • Ensure the data matches AMP’s order upload format. If needed, adjust your data to match the required structure.
    • Save your file as a CSV.

  2. Navigate to the Sales Activity Tab

    • In the AMP CMS, go to the Office Sales Orders tab.
    • Click on Manage Order History.

  3. Choose Your CSV File

    • Click the Choose File button.
    • Select the CSV file you want to upload from your computer and click Open.

  4. Upload the File

    • Once the file is selected, click Upload to begin the upload process.

  5. Review and Tag the Data

    • Review the data that’s been uploaded to ensure it looks correct.
    • Tag the columns appropriately. Make sure that each column is properly labeled (e.g., Order ID, Customer Name, etc.).

  6. Accept the Upload

    • After reviewing and tagging the columns, click Accept the upload to finalize the process.


Important Column Tags

  • Order ID: This is a required tag for each order record.
  • UTC Date: This is also a required tag. It indicates the date and time of the order in Coordinated Universal Time (UTC).
  • Line Item Tags (LI): Ensure line item columns are tagged with LI tags to differentiate them from order-level data.


Pro Tip:

  • For a successful upload, ensure your header columns are tagged with Header tags, and your line item columns are tagged with LI tags.
  • Double-check that the Order ID and UTC Date are correctly tagged, as these are essential for a smooth upload process and will prevent errors.


By following these steps, you can quickly upload your order history into AMP, providing your reps and buyers with access to essential order data. If you run into any issues, feel free to reach out to AMP support for assistance.