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      How to Import Orders with a CSV File

      Importing orders via CSV file is a quick and efficient way to create new orders in the system. Follow the steps below to upload your file and map the necessary data.

      1. Navigate to the Orders Page

        • Go to the Ship section.

        • Select the circle with the plus sign labeled New Orders. 

      2. Start the Import Process

        • Click on “Import CSV Orders.”

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      3. Upload Your CSV File

        • Upload or drag and drop your CSV file into the designated box.

        • Click Next to proceed.

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      4. Configure CSV Settings

        • The default separator is a comma. Keep this setting unless your file uses a different format.

        • If your file does not include headers, uncheck the box labeled “First Row Has Column Names”

        • Click Next to continue.

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      5. Map the Columns and Complete the Import 

        • Begin mapping your CSV columns to the system fields.

        • Use the scroll or search function to find and map each field accordingly.

        • If any required fields are missing, the system will notify you.

        • Once all necessary fields are mapped, click “Import to Manual Entry.”

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      6. Verify Upload Status

        • A green status bar will appear at the bottom, indicating how many orders were successfully uploaded.

        • Refresh your page to see the newly imported orders.

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