Bulk Order Import Guide

What Is Bulk Import?

Bulk import lets you create multiple shipping orders simultaneously by uploading an Excel or CSV file. This tool is designed to process large volumes of orders efficiently.

Benefits

• Efficiency: Cuts order creation time from hours to minutes
• Accuracy: Reduces human error in data entry
• Scalability: Can process hundreds or thousands of orders
• Automation: Automatic price calculations

Supported File Formats

• Excel (.xlsx, .xls)
• CSV (.csv)
• Maximum size: 10MB
• Recommended: up to 10,000 records per file

Step-by-Step Process

Step 1: Configuration Check

When you open the bulk import section, the system automatically checks that rate configuration is ready.

If you see a configuration error:

• Contact the administrator to configure rates
• Common errors include: unconfigured zones, missing rates

If the configuration is valid:

• You can continue with the file upload

Step 2: Upload the File

1. Click “Select file” or drag and drop your file
2. The system automatically validates the format and content
3. You’ll see a preview of the first rows of your file

Common errors:

• “Unsupported file format” - use .xlsx, .xls, or .csv
• “Corrupted or unreadable file” - check that the file isn’t damaged
• “File exceeds maximum size” - split into smaller files

Step 3: Field Mapping

Here you match your file’s columns to the system’s fields.

Required fields:

Optional fields:

• Customer reference
• Special notes
• Declared value
• Dimensions (length, width, height)
• Service type

Mapping tips:

• The system automatically suggests mappings based on column names
• You can save your mapping configuration for future imports
• Check the preview to confirm the data is interpreted correctly

Step 4: Processing

1. Confirm the configuration and click “Process”
2. The file is processed in the background
3. You can close the window without interrupting the process
4. You’ll get a notification when it finishes

Processing states:

• Queued: Waiting to be processed
• Processing: File being processed
• Completed: All orders created successfully
• Partial: Some orders had errors
• Failed: General error during processing

Results and Reports

When it’s done, you’ll see:

• Total rows processed
• Orders created successfully
• Orders with errors
• Total processing time

You can:

• View the created orders directly
• Download a detailed report in Excel
• Reprocess only the rows that had errors

Estimated Times

Best Practices

Preparing the File

• Make sure all data is complete
• Keep a consistent format for dates and numbers
• Remove duplicate rows
• Validate that addresses are correct

During Mapping

• Check the data preview
• Confirm all required fields are mapped
• Save your mapping configuration for future imports

After Processing

• Review the results summary
• Fix errors and reprocess only those rows
• Check a sample of the created orders

Common Use Cases

E-commerce

• Process daily orders from your sales platform
• Import data from your order management system

Logistics

• Import orders from multiple customers
• Process shipping manifests

Fulfillment

• Import from multiple sales channels
• Handle demand spikes (peak seasons)

Troubleshooting

Error: “No wildcard zones configured”

Solution: Contact the administrator to configure rate zones.

Error: “Unsupported file format”

Solution: Save your file as .xlsx or .csv and try again.

Error: “Required field not mapped”

Solution: Make sure all required columns are mapped in the mapping step.

Error: “Inconsistent data in column”

Solution: Check that the data has a consistent format (for example, all emails are valid).

Frequently Asked Questions

Can I close the browser while it’s processing?

Yes, processing continues in the background. You’ll get a notification when it finishes.

What happens if some rows have errors?

The system processes all valid rows and shows you a report with the errors. You can fix just the rows with problems and reprocess them.

Can I use my own Excel template?

Yes, the system lets you map any column structure to the required fields.

How do I save my mapping configuration?

During the mapping step, there’s an option to save the configuration. Next time you use a similar file, you’ll be able to load this configuration.

What’s the order limit per file?

We recommend up to 10,000 orders per file for best performance. For larger volumes, split into multiple files.