Importing orders in ShipAccel

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

1. If you're not already on the Orders screen, go to the Shipping & Mailing menu and select Ship Orders.
2. From the Actions menu, select Import Orders.
   
3. On the right side under Download, select either Simplified Template or Advanced Template to download a template to use to format your orders. The simplified template contains only the required fields, while the advanced template contains all Ship Orders fields.
4. Select the Carrier and sub-carrier account information. link. You will use the information from this file to fill in the Carrier Code, Sub Carrier ID, and Service fields in your import file.
5. Input your orders into the template spreadsheet and save it as a CSV file. See the list of required fields:
   • Required Fields for Importing Orders
6. When you are ready to upload your file, select Choose .csv or drag and drop them here, select your file, and select Open. You can also drag your file onto that box.
7. To add the imported orders to a batch, choose the batch from the Add to Batch menu.
8. Select Upload.
9. In the Map your file column headers to our field names window, match your CSV file fields in the Your File section with the ShipAccel fields in the Field Names section.
   • The Overrides section allows you to override the data in your file with a single value for all of the imported records. For example, you could select Small Flat Rate Box for the Package Type for all of the packages in your file.
   • For Order ID, any value entered in the Overrides field will be added to the beginning of the Order ID with an underscore, for example, OrderNum_11200.
     
10. If you want to save these mapping choices for future imports, select Save mapping for future imports.
11. Select Confirm Mapping.
12. If prompted for address verification, select either Use Suggested Address or Use Original and select Apply to All Addresses & Import. Use Suggested Address is recommended.
13. When you see the success message, click Refresh.
    

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