Overview
The Canix Sales Order Upload Agent is a beta service that lets our team upload your historical sales orders on your behalf. Rather than requiring a strict template, the agent uses AI-powered matching to interpret your data, so your file doesn't need to match a specific format.
This service is currently in beta and has been successfully used for a limited set of customers. If you'd like to try it, please reach out to Canix Support to get started.
Accepted File Types
The agent supports the following file types:
- Excel or CSV files (.xlsx or .csv) containing structured sales order data
- ZIP files containing PDF invoices
How It Works
- Send us your Excel file or ZIP file of PDF invoices containing the sales orders you'd like uploaded. The file doesn't need to match a specific template.
- Our team runs the upload through the agent, which processes your orders and posts them to your Canix account.
- We'll follow up with a summary of what was uploaded and flag anything that couldn't be processed.
- You verify the results by reviewing your uploaded sales orders and confirming the Total Order Balance matches your expectations.
Preparing Your File
The agent works best with clean, structured data. Please keep the following in mind depending on the file type you're sending:
If sending an Excel file
File structure
- Include only one sheet in the file. Multi-sheet files can confuse the agent.
- Remove any columns that aren't relevant to the sales orders. Extra data can cause mismatches.
- Column order doesn't matter, since the agent uses fuzzy matching on headers.
Data content
- Make sure item names in your file match the items in your Canix Facility Data. If items don't match, those line items may not upload correctly.
- Use explicit column values rather than visual cues (colors, highlighting, formatting). The agent reads data, not formatting, so anything conveyed only through color or shading might not be interpreted.
- If your orders span multiple licenses or facilities, add a clear column that identifies which license or facility each order belongs to. This ensures orders are routed to the correct account.
If sending a ZIP file of PDF invoices
- Each PDF should represent one sales order or invoice.
- Make sure the PDFs are readable (not password-protected, and not scans where the text can't be selected or copied).
- Include the license or facility information within each PDF if your orders span multiple licenses.
Customer names (both file formats)
- Make sure customer names in your file closely match the customer names in your Canix account. If the agent can't find a close enough match, that order will be flagged and won't upload until the mismatch is resolved.
What the Agent Can Do
- Upload multiple sales orders in a single run
- Add payments to the orders being uploaded
- Update sales order statuses
Known Limitations
- Line item discounts are not supported. Our API doesn't currently accept discounts at the line item level, so any line item discount amounts will be combined into the line item total.
- Customer matching: If the agent can't find a close enough customer match, the upload for that order will fail and be flagged for your review.
- Item matching: Items in your file must exist in your Facility Data. Unrecognized items will be flagged.
After the Upload
Once we've completed the upload, please review your uploaded orders in Canix and confirm the Total Order Balance matches your expectations. If you notice any discrepancies or have questions, reach out to our team and we'll investigate.
Beta Status & Feedback
This service is still in early beta. We're actively refining the agent based on customer feedback, so if you run into any issues or have suggestions, please share them with your Canix Support contact.