Import Orders via CSV | How To

Click the Add Orders drop-down and select Upload Orders from the navigation bar.

You will be taken to the UPLOAD CSV FILE page.

Click on the Browse button to search your hard drive for your file.

The CSV file you select cannot be larger than 3MB.

Select the file with the orders you wish to upload.

Select the CSV store you would like the orders to upload to.

Click Upload Orders.

Change or Remove File

To select a different file or delete the file that you have already selected, click on the Edit or X button to the right of the entry box.

Map the columns of your CSV to the fields ShippingEasy used to store your order data.

The mapping page in ShippingEasy has a list of all order data that can be saved on our app. The data with 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:

Use the drop-down menu next to the column header to select the corresponding column headers from your CSV.

Using the example headers from the image above, the drop-down menu would look like this:

For orders with multiple line items or if a customer has ordered from your store more than once and would like to combine these orders, you must set the Order # to the same value. This unique identifier will allow ShippingEasy to 'merge' these two rows upon upload.

Select if you'd like to skip address validation for the upload.

If you skip validation, 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).

In the Upload Review screen, you will see a notification for whether you chose to skip validation or didn’t. If you did not and want to choose “use anyway” in bulk, click the Reprocess & Skip Verification link.

This will take you back to the Upload page, where you will see the Ready button again.

If your CSV is always in the same format, you might want to save the configuration you created. You can save the configuration by entering a name for it in the box labeled Save these settings for future imports as. Click Continue to finish your file upload.

The file will be listed in the Current Uploads queue, and the data will be processed into our database.

Click the green READY button once complete.

In the last step, you will have a chance to review the data for errors.

Review the data for any errors.

Complete the upload by clicking the Complete Upload button once you have made any corrections.