Preparing CSV to import orders
You can import orders in bulk using the CSV templates.
In this article, you will learn how to prepare the template for import.
Steps to prepare the CSV to import orders
You need to follow the below-given steps to prepare the CSV correctly for upload.
Step 1: Log in to your Eshopbox workspace.
Step 2: From the header, navigate to Orders > All orders. You will redirected to the Orders page.
Step 3: Navigate to the top right corner and click on Import.
Step 4: Select Create new orders.
Step 5: Download the create orders template.
Note: Eshopbox will skip any row starting with a semi-colon “;”.
In this template, you will come across the following attributes.
Product template attributes
Attribute | Description |
Channel order id | Unique code to identify the order in the sales channel. Ihttp://channel.It is a mandatory field. |
Customer order id | Order number that is shared with the customer for tracking. If left blank, this will be the same as Channel Order Id. |
Order item id | Unique code to determine items in an order. If left blank, Eshopbox will auto-generate this ID. |
Payment method | The payment method is the way a customer pays for the order. Allowed values - Prepaid, COD. It is a mandatory field. |
COD Amount | Amount to be collected from the customer at the time of delivery. Leave blank for prepaid orders. In the case of COD, it is a mandatory field. |
Replacement for order item id | If this is a replacement against an order - mention the original order item id. It is an optional field. |
Shipping customer name | Name of the customer to whom the order is shipped. It is a mandatory field. |
Shipping email id | Tracking notifications will be sent to this email. It is an optional field. |
Shipping contact number | Tracking notifications will be sent to this phone number. It is a mandatory field when Eshopbox is a shipping provider. |
Shipping address | Address of the customer to whom the item is shipped. It can be blank if the shipping label is provided. It is a mandatory field. |
Shipping pin code | A 6-digit Indian postal code is assigned to the shipping address. It is a mandatory field. |
Shipping City | City of the customer to whom the item is shipped. If left blank, Eshopbox will determine based on the pin code. It is an optional field. |
Shipping state | State of the customer to whom the item is shipped. If left blank, Eshopbox will determine based on the pin code. It is an optional field. |
Shipping Country | Enter IN for India. It is a mandatory field. |
Billing Customer Name | Name of the customer to whom the item is billed. If left blank, it will be the same as the shipping customer's name. It is an optional field. |
Billing address | Address of the customer to whom the item is billed. If left blank, it will be the same as the shipping address. It is an optional field. |
Billing pin code | Pincode of the customer to whom the item is billed. If left blank, it will be the same as the shipping pin code. It is an optional field. |
Billing City | City of the customer to whom the item is billed. If left blank, it will be the same as the shipping city. It is an optional field. |
Billing State | State of the customer to whom the item is billed. If left blank, it will be the same as the shipping state. It is an optional field. |
Billing country | Country of the customer to whom the item is billed. If left blank, it will be the same as the shipping country. It is an optional field. |
Product ID | It can be any of the product identifiers configured in your workspace. ESIN, SKU, EAN, GTIN, UPC or any other aliases. It is a mandatory field. |
Title | Additional information about the product. If left blank, the title configured in the workspace will be used. It is an optional field. |
Selling price | The price at which total units of this product are sold to a customer. It should be inclusive of tax. It is a mandatory field. |
Shipping charges | Shipping price on the ordered item. It should be inclusive of tax. It is an optional field. |
Other charges | Any other charges like gift wrap charges, COD charges, etc. It is an optional field. |
Quantity | The number of units of this SKU in the order. It is a mandatory field. |
Forward shipping provider | Shipping provider for this order. Enter Eshopbox if you are using Eshopbox shipping. It is a mandatory field. |
Forward tracking number | Tracking number provided by shipping partner. Leave it blank if you are using Eshopbox shipping. It is an optional field. |
Invoice number | The invoice number for the order. Leave it blank if you are using Eshopbox shipping. It is an optional field. |
Shipping label and Invoice URL | Shipping label and document to be included along with the order. Leave it blank if you are using Eshopbox shipping. It is an optional field. |
Placed on channel | Order date and time as per channel. It is an optional field. The date and time format should be dd-mm-yyyy hh:mm:ss. |
Expected ready to ship(RTS) | The cut-off processing date and time by which an order is expected to be in ready to ship state. It is an optional field. The date and time format should be dd-mm-yyyy hh:mm:ss. |
Gift Wrap | Enter "Yes", If you want Eshopbox to gift wrap this order. You can leave it blank if gift wrapping is not required. It is an optional field. |
Gift Message | Enter the gift message to be sent along with this order. It is an optional field. |
Custom field | A custom field can store information unique to your business. Custom fields with multiple values must be added in the same cell separated by a semicolon “;”. |
Step 6: Fill in the details under each field in the template header.
Step 7: Save the template as CSV. Your CSV is now ready for import.
Note:
Eshopbox recommends you use Google Sheets to work with your templates. After you've made the changes to the template, make sure to download the file as a CSV.
When you edit this template, remove all the sample data in it. (Row 4 to 8)
Special characters don't always work correctly when the CSV templates are exported, edited with another spreadsheet program, and then imported back into Eshopbox.
In custom fields, you need to enter the details as per the field type defined for it. For instance, if you've created a custom field with a single select option, you can only enter one pre-defined value against the custom field. Learn how to create a custom field.
The create order template details -templates cannot exceed the max file size limit of 5MB.
To view the status of your imports, you can navigate to Sidebar and select Files >Imports.