Edited Dec 20th 2024
Step 1
Click Orders from the Menu, click on the dropdown menu then select Import Orders
Step 2
Enter the Shipper Name (Account Name)
Step 3
Click on Download Template
Step 4
Complete all fields starting from Row 3. Bolded fields are required, all others are optional.
After completing, delete Row 2 to avoid errors during import.
- PO_NUMBER – <vendor po #>
- FREIGHT_TRACKING – [Optional] – e.g: FedEx tracking
- SO_NUMBER – [OPTIONAL] – Sales Order number
- FIRST_NAME – Customer first name
- LAST_NAME – Customer last name
- ADDRESS1 – Delivery address
- ADDRESS2 – Optional
- CITY – Required
- STATE – Required
- ZIP – Required
- PHONE1 – Required
- PHONE2 – Optional
- EMAIL – Optional
- ITEM_SKU – Required
- ITEM_SERIAL_NUMBER – [optional] Item’s serial number
- ITEM_DESCRIPTION – Required
- ITEM_CATEGORY – [optional] – Desk, Chair, Sofa, etc.
- WEIGHT – [Required] – weight per item
- CUBE – [Optional] – cube per item
- LENGTH – [optional – item length]
- WIDTH – [optional – item width]
- HEIGHT – [optional – item height]
- COMMODITY_TYPE – optional – cg/uph
- RETAIL_VALUE – Optional – retailer value per item
- INSURANCE_COVERAGE_AMOUNT – Optional – amount of insurance coverage to be applied on this line item (if quantity >1, this amount will applied on each item)
- QUANTITY – Optional – total quantity. If left empty, this will default to 1
- LINKS – [Optional. Example: https://mysite.com/image1, https://mysite.com/image2, https://mysite.com/image3
- VENDOR – The manufacturer/vendor of the item
- NOTES – [optional] customer service notes
- DRIVER_NOTES – [optional] driver notes
- SERVICE_LEVEL – Blanket Wrap [use: blnk], White Glove [wg], Room of Choice + Assembly [rocpa], Room of choice + Debris [rocp], Room of Choice [roc], Threshold [thr], Curb [curb], Parcel [prcl], Unattended [unattended], Will Call [willcall], B2B [b2b], Blanket Wrap [blnk], Express [exp]
- PICKUP_ADDRESS1 – [Optional, empty=>FOB]
- PICKUP_ADDRESS2 – [Optional if FOB]
- PICKUP_CITY – [Optional if FOB]
- PICKUP_STATE – [Optional if FOB]
- PICKUP_ZIP – [Optional if FOB]
- PICKUP_COMPANY – [Optional if FOB]
- PICKUP_CONTACT_NAME – [Optional if FOB]
- PICKUP_CONTACT_PHONE – [Optional if FOB]
- PICKUP_CONTACT_EMAIL – [Optional if FOB]
- STOP_TYPE – 1-delivery (default), 2-return [empty default to delivery]
- MASK_CUSTOMER_INFORMATION – 0 / empty (default), 1- hide customer information from the tracking page
- HANDLING_INSTRUCTION – [Optional if FOB]
- GENERAL_CUSTOM_FIELD – Optional – Input is limited to 100 characters
- INSPECT_UPON_ARRIVAL – [Optional] Enter “inspect” if the item requires pre inspection. Leave empty if not.
Step 5
Save the file in CSV format
Step 6
Drag and drop the file or click the Import Orders box to select the file from your computer. Please note that the file must be in CSV format.
Step 7
Check all orders to be imported and verify that the information is accurate. Once confirmed, click Import to proceed.
The last column, Inspect Upon Arrival, will display Inspection for each order, as a pre-inspection is required.
Confirmation page that the import has been completed
