Shipments - Import


Shipments - Importing Shipments

Step     Action
  1.       Select {Import} under the Shipments section.

            A Shipment Import modal window will open.


  2.        Select {Choose File}. A File Upload modal window will open.

Note: For more information on creating your shipments file for import, 

refer to the Shipments CSV section below.

  3.       Locate file on computer to be imported and select {Open}. The name of the file to

            be imported will appear next to the {Choose File} button.

  4.       Select {Import}. A results window will pop-up to confirm the records imported successfully.


  5.       Select X to close pop-up results window.


Shipments CSV

The following guidelines should be noted when creating your Shipments CSV file for import:

  • Each row in the csv will represent a shipping parcel with allocations.
  • Shipment Name will be used to find existing shipments.
  • If no match is found using Shipment Name, a new shipment will be created for that row.
  • When creating a shipment automatically set the Origin Location - follow same logic as today (Site Owner's Default Billing Location).


Validation of the import file will fail if any of the following information is not correctly provided:

  • Shipment Date is set to a value in the past
  • Unable to find a matching Tax Rate
  • Billing or Destination Locations
  • Unable to find a matching region or country (Billing & Destination)
  • Parcel dimension (L, H, W)
  • Parcel mass units (not provided or unable to find a match)
  • Parcel dimension units (not provided or unable to find a match)
  • Parcel Order Item allocation is not provided
  • Order Item Number match could not be found