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.
- Navigate to the Orders Page
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Go to the Ship section.
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Select the circle with the plus sign labeled New Orders.
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- Start the Import Process
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Click on “Import CSV Orders.”
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- Upload Your CSV File
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Upload or drag and drop your CSV file into the designated box.
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Click Next to proceed.
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- Configure CSV Settings
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The default separator is a comma. Keep this setting unless your file uses a different format.
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If your file does not include headers, uncheck the box labeled “First Row Has Column Names”
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Click Next to continue.
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- Map the Columns and Complete the Import
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Begin mapping your CSV columns to the system fields.
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Use the scroll or search function to find and map each field accordingly.
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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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- Verify Upload Status
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A green status bar will appear at the bottom, indicating how many orders were successfully uploaded.
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Refresh your page to see the newly imported orders.
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