Bulk Order Import via CSV Template Guide

What is Bulk Order Import?

Bulk Order Import is a streamlined feature that allows users to create multiple orders simultaneously by uploading a CSV file containing order details. This eliminates the need to manually enter each order individually, significantly reducing processing time for high-volume operations.

Key Benefits

Time Efficiency: Process dozens or hundreds of orders in minutes rather than hours of manual entry, dramatically improving operational productivity.

Reduced Errors: Template-based import minimizes data entry mistakes and ensures consistent formatting across all orders.

Scalability: Handle large order volumes during peak seasons or promotional periods without overwhelming staff resources.

Automated Processing: Once imported, orders follow the same automated workflow as individually created orders, including label generation and fulfillment processing.

How to Use Bulk Order Import

Step 1: Download the Template

1. Navigate to the Import section in your dashboard
2. Click Download Template to get the basic CSV template
3. Save the template file to your computer for editing

Step 2: Prepare Your Order Data

Open the downloaded template in Excel or any spreadsheet application:

Required Fields:

• SKU: Product identifier that must match existing items in your catalog
• Quantity: Number of units for each product
• Customer Information: Name, address, and contact details
• Order Details: Any specific order requirements or notes

Data Entry Tips:

• Ensure SKUs match exactly with existing products in your system
• Double-check customer addresses for accuracy
• Use consistent formatting throughout the spreadsheet
• Remove any empty rows before uploading

Step 3: Upload Your CSV File

1. Return to the Import section in your dashboard
2. Click Upload File or drag and drop your completed CSV
3. Select your prepared CSV file from your computer
4. Click Import to begin processing

Step 4: Verify Import Results

After upload completion:

• Review the import summary for any errors or warnings
• Check that all orders appear correctly in your order management system
• Verify that SKUs are properly linked to existing inventory items
• Confirm customer information is accurate and complete

Order Processing After Import

Once successfully imported, bulk orders follow the standard fulfillment workflow:

Order Creation: Each row in your CSV becomes a separate order in the system with unique order numbers and tracking capabilities.

Inventory Linking: SKUs are automatically linked to existing inventory items, ensuring accurate stock level updates.

Label Generation: Orders proceed through the same automated label generation process as manually created orders.

Fulfillment Integration: Imported orders integrate seamlessly with your existing picking, packing, and shipping workflows.

Best Practices

Template Validation: Always test with a small batch first to ensure your CSV format works correctly before processing large volumes.

Data Backup: Keep copies of your original CSV files for reference and troubleshooting purposes.

Inventory Verification: Confirm sufficient stock levels for all SKUs before importing large order batches.

Address Validation: Use standardized address formats to prevent shipping delays or delivery issues.

Troubleshooting Common Issues

SKU Not Found Errors: Verify that all SKUs in your CSV exactly match existing product identifiers in your catalog. Check for extra spaces or formatting differences.

Import Failures: Ensure your CSV follows the exact template format and contains no special characters or formatting that might cause parsing errors.

Missing Order Details: Review the template requirements and confirm all mandatory fields are populated for each order row.

Large File Processing: For very large CSV files, consider breaking them into smaller batches to improve processing speed and reduce timeout risks.