How to Use the Bulk Edit CSV Upload for Products

The Bulk Edit CSV Upload is specifically for adjusting product properties, not inventory quantities. If you need to change inventory levels, use the Inventory Upload feature.

The Bulk Edit CSV allows you to update and create many products at once by uploading a spreadsheet. You can quickly make updates to a product's Name, Reorder Level, or customs information (as well as other properties listed in the CSV template). This feature is often helpful when many products require updating or are being managed in an external program and you need to update them in ShipHero.

IMPORTANT NOTE for 3PLs: When using the Bulk Edit CSV to create new products for a client, you must be logged in at the client level. Selecting the client from the dropdown in the upload section will not create the products accurately in the client's account.

How to Use the Bulk Edit CSV Upload

Using the Bulk Edit CSV upload is pretty straightforward. 

1. Go to the Inventory > Bulk Edit page.  
2. Use the Download Products option for a template with all the products, or use the CSV template here. 
3. Make the necessary edits in the file.
4. Save the file in a CSV format and Upload. 

After uploading the file, you can review the progress of the changes made by selecting the batch from the Batches section.

Important Notes on How to Prepare Your CSV file

You can download the official CSV template here   to start making changes to your existing products. This CSV file can be opened and edited with popular spreadsheet applications like Microsoft Excel or Google Sheets.

• ShipHero uses the SKU column to match product information to existing products in your account and is the  only required column in your Bulk Edit CSV.  
• The SKU of a product cannot be edited using the Bulk Edit CSV. Here is an article on How to Update a Product's SKU.
• SKUs included in the CSV, that do not already exist in ShipHero, will create a new product in ShipHero.   
• As a best practice, only include the columns with data being updated. Including columns with blank values is not recommended and can lead to unexpected results.  
• The column headers are case-sensitive and should not be changed from the templated format. 
• For settings that need to be turned on or off, use a 0 to indicate Off/No/False and 1 to indicate On/Yes/True; using any other value will not update these settings as expected.  
• Do not use special characters for the data entered as this will prevent the upload from being successful. For example, "$" should not be added to any of the currency columns.  
• Only use a SKU once per upload, having a SKU listed multiple times in the same CSV upload can cause the data to be overwritten and the file is not processed in sequential order when uploaded. 

Note for Accounts with Multiple Warehouses:

If you manage products across multiple warehouses, you'll need to specify which warehouse the updates apply to. To do this select the correct warehouse from the dropdown menu when you upload your CSV file. This option will only be available if your ShipHero account is configured with more than one warehouse.

Saving Your CSV File in Microsoft Excel

Follow these steps to correctly save your .CSV files in Microsoft Excel:

1. Open your .CSV document in Microsoft Excel.
2. Click on File.  
3. Select Save As...  
4. From the "File Type" dropdown, select     CSV UTF-8 (Comma delimited) (.csv).  
5. Click Save.  
6. If a prompt appears, choose Keep Current Format.  

Example Upload

We are going to update a product's Replenishment Minimum and Replenishment Maximum amounts. The CSV file requires the SKU column to match the products from the file to the existing products in ShipHero and the Replenishment Level and Replenishment Max Level to edit those values; all other columns have been removed since we are not updating those.    

Note: To adjust the Replenishment Level, a feature flag must   be enabled in your account. Please contact support to enable this feature. To learn more about the Replenishment Feature, check out our Replenishment Minimum/Maximum Feature article.

Bulk Edit CSV Columns and Definitions

Below is a chart with the fields that are available to edit using the Bulk Edit CSV Upload feature. Please note the Values to Use column in this chart will provide what format the data should be entered in for each product data point/setting. 

Each data point that has additional resources is linked accordingly for you to reference.