The CSV Order Upload creates many orders at once, or one order with many line items, from a single CSV file. Use it when orders come from a platform ShipHero doesn't integrate with, or when you have manual orders that would take too long to enter one at a time with the manual order process. A CSV (comma-separated values) file is a plain-text spreadsheet you can create in Microsoft Excel or Google Sheets.
Before You Begin
- File size limit: Each file can have up to 10,000 rows. Larger files are rejected with the message "We couldn't process your CSV because it has more than 10,000 rows." Split larger uploads into several files.
- New orders only: The CSV Order Upload creates new orders. It doesn't update existing orders. A row whose order number already exists in ShipHero fails and appears in the error file.
- Order number prefix: Don't use "TO-" as an order number prefix. It conflicts with the order numbers ShipHero uses for transfer orders.
- SKUs: Each SKU must exist as a product in the warehouse the order is assigned to.
- Order tags: You can add order tags in the Tags column. See the tag rules in the CSV Order Upload Field Reference.
- 3PL accounts: Orders must be created in your client's account. When you upload from the 3PL account, select the client in the Whose file is this? window before mapping. You can also log in to the client account and upload the file there.
For required fields, how rows are grouped into orders, field rules, and tag formatting, see CSV Order Upload Field Reference.
Table of Contents
- How to Create and Upload a CSV Order File
- How to Map CSV Order Upload Fields
- How to Save a Custom CSV Order Upload Mapping Template
- How to Fix CSV Order Upload Errors
Watch the video below for a walkthrough of the CSV Order Upload.
How to Create and Upload a CSV Order File
You upload order files from the CSV management page. It's available in two places:
- Web dashboard: Go to My Account > CSV Management and select the link to the CSV Order Upload page.
- Shipping platform: Go to Orders > Upload CSV on shipping.shiphero.com.
To create and upload your order file:
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On the CSV management page, select Download template.
- Open the template in Microsoft Excel or Google Sheets and fill in your orders. Use one row per line item, and repeat the order number on every row that belongs to the same order. For required fields and field rules, see CSV Order Upload Field Reference.
- Save the file as a CSV.
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Select Upload Orders and choose the CSV file you saved.
How to Map CSV Order Upload Fields
After you upload the file, ShipHero shows the mapping screen, where each ShipHero field is matched to a column in your file. Required fields are marked Required at the top, followed by the Not Required fields. ShipHero fills in the matches it can find, and each field shows Confirmed when it's matched or Ignored when no column is selected. If you use your own file layout instead of the ShipHero template, this is where you match your column headings to ShipHero fields.
- For each field, select the matching column from the Select a matching column dropdown. To skip all optional fields you aren't using, select Ignore All.
- Select Complete. ShipHero processes the upload and emails you a recap. See How to Fix CSV Order Upload Errors.
How to Save a Custom CSV Order Upload Mapping Template
A mapping template saves the column matches from an upload so you don't have to map the same file layout again. Save a template after you complete an upload.
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On the CSV management page, select Manual in the Map column for the upload you just completed.
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Select Save as template.
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Enter a name for the template and select Save.
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The next time you upload a file, select the saved template from the Template dropdown. The template name then appears in the Map column for that upload.
How to Fix CSV Order Upload Errors
After each upload, ShipHero emails the user who created the batch a recap of which orders uploaded and which returned an error. The CSV management page also shows the message "Your latest upload has [number] orders with errors. Download the CSV, fix it and upload it again."
When any row of an order has an error, ShipHero doesn't create any part of that order. All of the order's rows go into an error file with the reason for the failure, for example "Product with sku [SKU] does not exist in warehouse [warehouse name]."
Important
The link to download the error file from the recap email expires after 48 hours. The download on the CSV management page doesn't expire.
To download and fix the error file from the CSV management page:
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Select the download arrow in the Load errors column for the upload.
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Open the file. The Failure Reason column shows why each order didn't upload.
- Correct the errors in the file and upload it again.