create new ticket
check ticket statusImporting Shipments
Shipments can be imported into an order by using a properly formatted .csv file.
- Hover over the ellipsis icon to the right of Shipments and choose Import.
- Choose a File.
- Click Import.
Formatting Guidelines
The following guidelines should be noted when creating your Shipments.CSV file for import:
- Column names must follow the exact same naming scheme as provided or the import upload will fail.
- Each row in the .csv will represent a shipping parcel with allocations.
- When creating a shipment, the Origin Location will default to your company's billing address name and location as set on Settings > Admin > Account. Only the Billing and Destination Location are entered on the Shipments .CSV for import.
- Region and Country are case sensitive and must be an exact match to those entered in your Location Settings (See Locations).
- Multiple Tax Rates can be applied (Tax Rates need to be separated in a semi-colon array).
Validation of the import file will fail if any of the following information is not correctly provided:
- 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 (t least 1 Order Item must be allocated)
Required Fields
| Blue Highlight | Required for Shipments without Parcels |
| Green Highlight | Required for Shipments with Parcels in addition to Blue Requirements above. |
| No Highlight | Field is not Required for import. |
| Field | Additional Details | Max Characters/Values |
| Shipment Name | Used to locate existing shipments If no match is found using Shipment Name, a new shipment will be created for that row. | 100 |
| Shipment Date | If the Shipment Date is set to a value in the past, import will fail. | Must match the format in Settings > Admin > Configuration. |
| Shipping Note | No size limit | |
Shipping Is Taxable | Must be TRUE or FALSE | |
| Tax Rate | Must match an already existing tax type or the importer will FAIL Multiple Tax Rates can be applied. Must be separated by ; with no spaces. Example: PST;HST | 50 |
| Billing Use As Customer | Must be Customer Location or Address Location | |
| Billing Contact Name | Refers to the Billing Contact Name | |
Billing Location Name | 255 | |
Billing Location Address | 500 | |
Billing Location City | 50 | |
Billing Location Region | Must match abbreviated Prov/State in the system of import will FAIL If region is not in the Settings > Customers > Locations, you will need to add the Name and Abbreviation prior to importing. | 255 |
Billing Location Country | Must be a valid country name or import will FAIL | 255 |
Billing Location Zip/Postal Code | 20 | |
| Destination Use As Customer | Must be Customer Location or Address Location | |
| Destination Contact Name | Refers to the Destination Contact Name | |
Destination Location Name | Refers to the name of the Location object being created containing the location information about the destination address | 255 |
Destination Location Address | 500 | |
Destination Location City | 50 | |
Destination Location Region | Must match abbreviated Prov/State in the system of import will FAIL. If region is not in the Settings > Customers > Locations, you will need to add the Name and Abbreviation prior to importing. | 255 |
Destination Location Country | Must be a valid country name or import will FAIL. | 255 |
Destination Location Zip/Postal Code | No limit on size / format | 20 |
| Parcel Name | Required if creating a shipment with parcels. | 150 |
Parcel Dimension Units | Max value is 2147483647 | |
| Parcel Length | Max 4 decimals | Max value is 9,999.9999 |
| Parcel Width | Max 4 decimals | Max value is 9,999.9999 |
| Parcel Height | Max 4 decimals | Max value is 9,999.9999 |
Parcel Mass Units | Max value is 2147483647 | |
| Parcel Weight | Max 4 decimals | Max value is 9,999.9999 |
| OrderItem1 | Must match an existing order item number or import will fail. A least 1 order item must be included in the parcel. | |
| Quantity1 | Refers to the quantity of the order item allocated to the parcel. Value required or import will fail. | |
| OrderItem2-10 | Used for adding additional order items to the parcel. | |
| Quantity2-10 | Used for allocating additional order item quantities to the parcel. |