You can upload bulk order data directly into Shippit using a CSV (comma separated values) file. This is especially useful if you have a highly customised or bespoke workflow that doesn't integrate directly with the Shippit platform. For further automation using CSV files, you can also submit them using an FTP server. This can help to save you time, and minimises the need for manual data entry, helping to reduce errors.
This article explains bulk order importing using a CSV file and, optionally, an FTP server. For specific instructions about using CSV, see the uploading from a CSV file article. For specific instructions about using an FTP server, see the uploading from FTP article.
Bulk upload from a CSV
CSV (comma-separated values) files are plain text files that organise the data stored in them using commas to separate different values. CSV files can be opened in a text editing program, or you can a spreadsheet program like Microsoft Excel or Google Sheets to more easily visualise the data in them.
Each line in a CSV file represents a single, complete order, and the values on that line correspond to various crucial pieces of information about that order. This can include details like the recipient's name and address, the specific items being shipped, their quantities, and any special delivery instructions.
Each CSV file you upload can be uploaded to a single store, and all the orders in your CSV file must be picked up from a single location. If you need to upload CSV files for multiple stores, or using multiple pickup locations, they must be organised into separate CSV files.
Because of this structured format, CSV files are ideal for bulk uploads. They provide a clear and consistent way to transfer large amounts of order data from your system directly into Shippit, helping to ensure accuracy and consistency across all your shipments.
For more information about using CSV, see the uploading from a CSV file article.
Automated CSV uploads using an FTP server
If you have a very high volume of daily orders, or if you want more automation in a CSV-based worflow, you can also upload your CSV file using an FTP (file transfer protocol) server.
An FTP server is a secure, dedicated, digital location where you can automatically store your prepared CSV files. When you've set up and configured the FTP connection, Shippit checks for updates and processes any new CSV files every fifteen minutes. You can also choose to process new files manually if you need to. This eliminates the need for you to manually upload files each time.
You can download a sample CSV template for order uploads, so it's good idea to always use that template as your starting point. This ensures all required fields are present and correctly ordered.
For more information about using an FTP server, see the uploading from FTP article.
Best practices for CSV and FTP uploads
Always double-check your data for accuracy before uploading. Incorrect addresses, missing contact details, or wrong item quantities can lead to delays or delivery issues.
Ensure that your data is consistently formatted in the CSV file. For example, dates should follow a uniform format, and phone numbers should not contain extra characters.
Avoid including unnecessary data or extra columns in your CSV file that are not required for the upload. A cleaner file is easier for both humans and systems to process.
If you generate CSV files automatically from another system, periodically review a sample of the generated files to ensure the data is populating correctly and consistently.
Always use strong, unique passwords for your FTP access. If possible, use SFTP (Secure File Transfer Protocol) for an encrypted connection.
Establish a consistent naming convention for your CSV files, including the date and time they are generated This helps you to keep track, and means you can be sure that files are processed in order.
When a CSV file has been successfully uploaded and processed, move or delete the file from the FTP server. This prevents re-processing the same file and keeps your server tidy. Consider moving processed files to an archive folder on the FTP server for record-keeping.
Even with automation, regularly check your Shippit dashboard or relevant logs to confirm that FTP uploads are occurring as expected and that orders are being imported without errors.
Before fully relying on the FTP automation for live orders, conduct thorough testing with sample files to ensure the setup is working correctly and all data is being mapped as intended.
Always use the template as your starting point. This ensures all required fields are present and correctly ordered: