Importing orders in PitneyShip Pro

You can import a spreadsheet of orders as a CSV file. You can either download a template to use, or use your own format and map your data after import.
Products affected: PitneyShip™ Pro

You can import a spreadsheet of orders as a CSV file. You can either download a template to use, or use your own format and map your data after import.

The features and options you see may vary depending upon your role. If you have any questions regarding your permissions, please contact your administrator.

  1. From the Home screen or the Shipping menu, select Ship Orders.
  2. Select Import .csv.
  3. (Optional) Select Download our shipment .csv template to download a template to use to format your orders. Input your orders into this spreadsheet and save it.
  4. To download a file showing your carrier, sub-carrier accounts, and service level values, select Download your carrier, sub-carrier accounts and service level values for reference.
  5. Select Browse.
  6. Select your orders file.
  7. (Optional) Select Add recipient contact data using my imported data to add the recipients from the imported file to your PitneyShip Pro contacts.
  8. Select Continue.
  9. On the Map Imported Fields screen, match your CSV file fields in the Your Imported Headers column with the PitneyShip Pro fields in the Mapping column.
    The Overrides column allows you to overwrite certain information in your spreadsheet with another value. For instance, if you want to use Canada Post for your carrier on all orders, you can select Canada Post in the Overrides column next to Carrier.
    Map Imported Fields when importing orders
  10. (Optional) Select Remember mapping choices for future imports to save these mapping choices for future imports.
  11. Select Import Orders.
  12. Once the orders are imported, select Done.
  13. On the Ship Orders tab, select the edit icon to update the order. To update multiple orders with the same information, check the boxes next to them, then select Edit.
    Edit icon on Orders screen
    Note: Orders that are marked as Already in Process are orders that were imported by someone else. Only the user who imported an order can edit or print a label for it.
  14. Update the information as needed.
  15. Select Save Changes to save the order and return to the orders list without printing the label, or Print Label to save and print the label.

UPDATED: 30 June 2022

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