Import Orders via CSV File | How To

This feature is available for Basic, Plus, Select, Premium, and Enterprise plans. Discover what's included in each plan.

Run a store on a platform we do not currently support? No problem!

ShippingEasy gives you the option to import your orders with a simple CSV upload tool. All you need to do is export your orders into a CSV file format from your store platform or point of sale system. Most shopping carts and marketplaces have this option available to you.

Working with CSV Files

If you are completely new to CSV files, look over these articles:

Before you begin to import into ShippingEasy, we suggest you open up the exported CSV file into a spreadsheet program like Microsoft Excel or Numbers for Mac users. This way you can review the data, make any necessary edits, and ensure that you have all the required data. These articles will help you review and clean up your file if necessary:

Once your CSV file is all ready to go, you are ready to import your orders by uploading the CSV to ShippingEasy.

Importing Orders via CSV File

  1. Go to the ORDERS page from the blue toolbar.
  2. Click on the Upload Orders button at the top of the page, just beneath the Group as Batch button.
  3. You will be taken to the UPLOAD CSV FILE page.
    Make sure that your orders have been saved in the correct CSV file type before you upload them. If you are unsure of how to save a file as a CSV, check out our guide on saving files as CSVs.
  4. Click on the Browse button to search your hard drive for your file. The CSV file you select cannot be larger than 3MB.
    browse_upload_file.PNG
  5. Once you have chosen the file that contains the orders that you would like to upload, select the CSV store you would like the orders to upload to.
    select_CSV_store_to_upload_orders_to.PNG
  6. From there, click on the blue Upload File button just underneath the entry boxes.
    Select a different file or delete the file that you have already selected by clicking on the Edit or X button to the right of the entry box.
  7. On the UPLOAD CSV: ORDER IMPORT page, you will map the columns of your CSV to the fields ShippingEasy uses to store your order data. The mapping page in ShippingEasy has a list of all of the order data that can be saved on our app. The data that have an asterisk are mandatory fields that must be assigned a matching column of data from your CSV file.

    As an example, a CSV spreadsheet could have the following header columns:
    items in excel spreadsheet upload CSV.PNG

    Use the drop down menu next to the column header to select the corresponding column headers from your CSV. Learn more.
    Any columns that are missing headers or titles in your CSV file will typically cause the CSV upload to fail. Make sure each column in your CSV file contains a header/title.
    Using the example headers from the image above, the drop down menu would look like this:
    upload CSV file fields.png
    For orders with multiple line items or if a customers has ordered from your store more than once and you would like to combine these orders, you must set the Order # to the same value. This is the unique identifier that will allow us to 'merge' these two rows together upon upload.
  8. You have the option to check the tick-box to skip address validation for the upload.

    If you choose to skip validation for all, you will still see the red triangles for the unverified addresses in the app. If you skip validation individually, you will no longer see the red triangle in the app (as you already chose once).
    skip_address_verification.PNG

    On the Upload Review screen, you will see a notification for if you chose to skip validation or if you didn’t.
    If you did not and you now want to choose “use anyway” in bulk, you can click the link to Reprocess & Skip Verification.
    reprocess___skip_verification.PNG
    Then will take you back to the “Upload” page where you will see the green “Ready” button again.
    ready_csv_upload.PNG

  9. If your CSV is always in the same format, you might want to consider saving the configuration that you have just chosen. You can save the configuration by entering a name for it in the box labeled Save these settings for future imports as.
  10. Select the Continue button to finish your file upload.
  11. The file will be listed in the "Current Uploads" queue and the data will be processed into our database. Once complete, click the green READY button.
    current_uploads_products_ready_2018.png
    In the event you need to download the CSV file you uploaded, to confirm or change something, simple click the file name in blue.
  12. In the last step, you will have a chance to review the data for any errors.
    • Orders with errors detected are highlighted in light yellow. The field with the error is marked with an (!) - hover over the icon to learn more about the error.
      Order_Upload_Error.png
    • Edit any data by clicking on the data field to expand a text editor.
      edit_text_csv_upload.PNG
    • Delete any data line by clicking the x icon at the right end of the line.
      x_out_csv.PNG
  13. Once you have made any corrections, complete the upload by clicking the Complete Upload button.

That's it! Up to four CSV files can be uploading at one time. The freshly uploaded orders will then appear on the ORDERS page.

If you have problems that require extra assistance, please reach out to our team.

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The button for UPLOAD ORDERS is missing!

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Hello Marvin,

Thank you for contacting ShippingEasy! With Starter accounts, they do not have the option to upload orders via CSV, that option is only for paid plans (Basic subscription and above). I have included a helpful article that walks through what the Starter plan includes for your reference.

https://support.shippingeasy.com/hc/en-us/articles/204660025-What-is-the-FREE-Starter-plan-and-what-is-included-

I hope this helps!

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