The CSV Order Upload allows you to add many orders at once or create a single order with many line items, taking away the manual process of needing to select and input the data manually with our manual order process. While you can still connect most store platforms directly to ShipHero (such as Shopify, WooCommerce, and Amazon), there may come a time when your customer uses a platform that we do not directly integrate with or they have some manual orders that need to be uploaded to ShipHero. CSV Order Upload has the flexibility for exactly this situation.
CSV stands for "comma-separated values." Simply put, a CSV file contains plain text values separated by commas that can be easily read by a program like Microsoft Excel or Google Sheets.
Things to Consider
- Avoid using "TO-" as an order prefix. It can conflict with the order numbers used in the ShipHero transfer order functionality.
- Order Dates are not required. If that field is left blank, the date the file is uploaded will be used as the order date.
- Check the list of Country and State Codes accepted for the CSV Order Upload on this link; the first tab shows country codes and the second tab shows state codes.
- Note For 3PLs: Orders must be created in your clients' accounts; there are two options when uploading an Order CSV for your customers. 1. Log into the client account and upload the CSV from there or 2. Select the customer from the dropdown when you upload the CSV File.
Watch the video below for a detailed walkthrough of how the CSV Order Upload Feature works.
Step 1: Create and Upload your CSV
The CSV Order upload page can be accessed two ways. Go to My Account > CSV Management and click the link to navigate to the new CSV Order Upload page. Or Navigate to the shipping.shiphero.com interface and open the Orders > Upload CSV page.
- Click Download Template in the upper right-hand corner.
- Using spreadsheet software such as Microsoft Excel or Google Sheets, complete the order template and Save the CSV file. Required fields are noted on the column headers of the template download.
- Click the Upload Orders button and select the CSV file you just created.
Step 2: Create a Mapping Template
Once the file is uploaded, you will be asked to create a mapping for the file. We try to autofill what we can, but you may need to manually select and confirm.
If you use a custom order template this is where you can map the headings from your file to the fields within ShipHero. Be sure to name and save your mapping template, so next time you upload orders you won’t have to select which columns you want to include in the upload. (Instructions Below)
To change how the fields are mapped:
- Select the Heading from the dropdown next to the ShipHero field. Mappings that are required will be marked.
- Once the mapping is done hit Complete.
You will receive an email recap of what orders uploaded and if any had an error. The link to download a CSV with errors expires after 48 hours. Additional instructions for handling errors are provided in the section below.
Example Email:
How to Save a Custom Mapping Template
- Click the Manual link in the Map column for the upload you just completed.
- Click the Save as Template button.
- Name your template and click Save.
- The next time you need to upload a file the Mapping Template will be available in the Template Dropdown.
Handling Errors
If an order returns an error you can download a CSV that shows you only the orders with an error so you can fix them and re-upload that CSV. You can access the download from the update sent to the email of the user that created the batch or follow the process below.
- Click in the gray arrow in the Load Errors column to download the file.
- The reason for the failure to upload will be displayed under the Failure Reason column.
- Correct the errors for the affected orders and upload the file again.