The CSV Order Upload template has one column for each order and line item field. Seven fields are required on every row, ShipHero groups rows into orders by Order Number, and several optional fields, including order tags, have rules or defaults that affect how orders are created.
For the steps to upload, map, and fix a CSV order file, see How to Upload Orders via CSV in ShipHero.
Table of Contents
- Required Fields in a CSV Order Upload
- How the CSV Order Upload Groups Rows into Orders
- Optional Fields with Special Rules in a CSV Order Upload
- Order Tags in a CSV Order Upload
Required Fields in a CSV Order Upload
Every row in a CSV order file must include these fields. On the mapping screen, they're marked Required.
- Address
- City
- Country Code
- First Name
- Order Number
- Postal code
- Product Sku
Use the codes listed in the CSV Order Upload country and state codes sheet for Country Code and State / Province. The first tab lists country codes and the second tab lists state codes.
How the CSV Order Upload Groups Rows into Orders
Each row in a CSV order file is one line item. ShipHero groups all rows with the same Order Number into one order.
- Order-level fields: Fields that describe the whole order, such as the shipping address, dates, shipping method, and tags, are read from the first row of each order. ShipHero ignores them on the order's other rows.
- Line item fields: Fields such as Product Sku, Quantity, Price, and Product Name are read from every row.
Optional Fields with Special Rules in a CSV Order Upload
All fields other than the required fields are optional. These optional fields have rules or defaults to know about:
| Field | What to know |
|---|---|
| Order Date | If the column is ignored or blank, ShipHero uses the upload date. |
| Required Ship Date | The date the order is expected to ship by. |
| Hold Until Date | Holds the order so it can't be picked or processed until this date. |
| Shipping Title/Name | Sets the shipping method in advance. If you fill it in, also fill in Shipping Carrier, Shipping Method, and Shipping Price. |
| Warehouse | The warehouse name where inventory is allocated. If the column is ignored, ShipHero uses your primary warehouse. A name that doesn't match an existing warehouse fails the order. |
| Profile | Must match the name of an existing profile on the account. |
| Quantity | If blank, ShipHero uses a quantity of 1. |
| Partner Line Item | Must be unique within the store. |
| Tags | See Order Tags in a CSV Order Upload. |
Order Tags in a CSV Order Upload
The Tags column at the end of the CSV Order Upload template adds order tags when the order is created. Tags are added before automation rules run, so automation rules can use them the same way they use tags from other sources.
- Multiple tags: Separate tags with a comma and a space (for example, "VIP, Gift"). Because the file itself is comma-separated, put quotation marks around any cell with more than one tag.
- First row only: Tags are read from the first row of each order.
- Length: Each tag can be up to 255 characters.
- New orders only: Tags are added only when the order is created. Blank cells add no tags.
- Template version: Templates downloaded before the Tags column was added don't include it. Download the latest template from the CSV management page.
- Custom file layouts: If you use your own file layout, match your tag column to the Tags field on the mapping screen.
To learn how tags work across ShipHero, see How to Use Order Tags in ShipHero. For tag-based rule conditions, see Automation Rule Triggers and Actions Reference.