Fulfill orders by CSV files
CSV files allow you to export order information, customize order with images, product variants, product SKU, etc. and fulfill order manually. This article will guide you on how to fulfill orders by CSV files.
A. Export your orders in CSV format
B. Import order shipping information using a CSV file
C. Enter the correct value for the Shipping Carrier field of the CSV file uploaded to the system in section B
To fulfill your order, you will need details of your order information, which is available in the order CSV file. Please refer to this article on how to export your orders in CSV format.
From your ShopBase admin, go to Orders > All orders. Click Import tracking number.
Download the sample CSV template. Fill in required information about your orders, including:
Domain: The domain of the store with the order.
Name: Name of the order.
Lineitem SKU: SKU codes of all products in an order.
Lineitem Quantity: The number of products.
Tracking Number: The tracking number of the order.
Shipping Carrier: The order's shipping carrier
Tracking URL: The link to the order tracking page.
Name and Tracking Number are required fields. The remaining fields are optional but should be filled in so customers can track their orders easily, thereby reducing the rate of return/refund request.
The order name (the Name field) must match the order name in your store's admin exactly. If your order name contains prefixes such as #, or suffixes such as -A, the prefixes and suffixes must be included.
Lineitem SKU field information is particularly useful for orders containing multiple products with different shipping tracking codes. It is easier for the customer to track the shipping information of the products by looking at the shipping code corresponding to the SKU for each product.
Click Upload file to upload this CSV file.
Tick Update the existing fulfillments that have the same Order Name and Lineitem SKU if you want to overwrite orders (with the same field values Name and Lineitem SKU) which have been processed before.
Tick Send a notification email to the customer if you want the system to automatically send email notifications to customers about updates related to their orders.
Emails can only be sent to customers if their data is registered in the Customer page of your ShopBase admin. Make sure that you manually add new customers, or import customer data via CSV file, before importing the orders' tracking numbers.
Click Upload.
For orders paid via PayPal, ShopBase sellers can automatically send their order shipping information to PayPal as instructed in this article. Sending shipping information of orders to PayPal automatically saves sellers time. It does not limit PayPal's ability to receive payments (often in the case of delayed shipping information, customers package to PayPal).
When your order's shipping information is filled in with PayPal, PayPal will ask for the shipping provider. The values listed below will be considered the valid PayPal carrier. You should refer to and correctly fill in the Shipping Carrier field of the CSV file uploaded to the system in section B to reduce the workload, making it convenient for automatic updating of shipping information from the system to PayPal.
China Post
China EMS (ePacket)
GLS
DPD
DPD UK
DPD Local
FedEx UK
FedEx International MailService
4PX
TNT
USPS
UPS
FedEx
DHL Express
DHL eCommerce Asia
DHL eCommerce US
Other
As for the Other value, if your carrier is not one of the 16 specified shipping carriers recorded by PayPal, you can fill in the shipping service information as Other.
If your tracking numbers record your Shipping Carrier as Other on PayPal by mistake, you can update the Carrier to the correct format, then re-fulfill orders (and select overwriting option here).
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In this article
A. Export your orders in CSV format
B. Import order shipping information using a CSV file
C. Enter the correct value for the Shipping Carrier field of the CSV file uploaded to the system in section B
A. Export your orders in CSV format
To fulfill your order, you will need details of your order information, which is available in the order CSV file. Please refer to this article on how to export your orders in CSV format.
B. Import order shipping information using a CSV file
From your ShopBase admin, go to Orders > All orders. Click Import tracking number.
Download the sample CSV template. Fill in required information about your orders, including:
Domain: The domain of the store with the order.
Name: Name of the order.
Lineitem SKU: SKU codes of all products in an order.
Lineitem Quantity: The number of products.
Tracking Number: The tracking number of the order.
Shipping Carrier: The order's shipping carrier
Tracking URL: The link to the order tracking page.
Name and Tracking Number are required fields. The remaining fields are optional but should be filled in so customers can track their orders easily, thereby reducing the rate of return/refund request.
The order name (the Name field) must match the order name in your store's admin exactly. If your order name contains prefixes such as #, or suffixes such as -A, the prefixes and suffixes must be included.
Lineitem SKU field information is particularly useful for orders containing multiple products with different shipping tracking codes. It is easier for the customer to track the shipping information of the products by looking at the shipping code corresponding to the SKU for each product.
Click Upload file to upload this CSV file.
Tick Update the existing fulfillments that have the same Order Name and Lineitem SKU if you want to overwrite orders (with the same field values Name and Lineitem SKU) which have been processed before.
Tick Send a notification email to the customer if you want the system to automatically send email notifications to customers about updates related to their orders.
Emails can only be sent to customers if their data is registered in the Customer page of your ShopBase admin. Make sure that you manually add new customers, or import customer data via CSV file, before importing the orders' tracking numbers.
Click Upload.
C. Enter the correct value for the Shipping Carrier field of the CSV file uploaded to the system in section B
For orders paid via PayPal, ShopBase sellers can automatically send their order shipping information to PayPal as instructed in this article. Sending shipping information of orders to PayPal automatically saves sellers time. It does not limit PayPal's ability to receive payments (often in the case of delayed shipping information, customers package to PayPal).
When your order's shipping information is filled in with PayPal, PayPal will ask for the shipping provider. The values listed below will be considered the valid PayPal carrier. You should refer to and correctly fill in the Shipping Carrier field of the CSV file uploaded to the system in section B to reduce the workload, making it convenient for automatic updating of shipping information from the system to PayPal.
China Post
China EMS (ePacket)
GLS
DPD
DPD UK
DPD Local
FedEx UK
FedEx International MailService
4PX
TNT
USPS
UPS
FedEx
DHL Express
DHL eCommerce Asia
DHL eCommerce US
Other
As for the Other value, if your carrier is not one of the 16 specified shipping carriers recorded by PayPal, you can fill in the shipping service information as Other.
If your tracking numbers record your Shipping Carrier as Other on PayPal by mistake, you can update the Carrier to the correct format, then re-fulfill orders (and select overwriting option here).
Related articles
Fulfill order manually
Insert product image in CSV file for fulfillment
Fulfill order via PrintHub
Fulfill order via Ali Dropship Connector
Updated on: 22/08/2022
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