Bulk Fulfilment Creation via CSV File

Key Features

• Downloadable CSV Template; a pre-formatted file complete with sample data for guidance

• Drag & Drop Upload; add files quickly and easily

• Field Mapping; align your CSV columns with system fields, supported by built-in validation

• Auto-Mapping; automatic recognition of common field names for faster setup

• Progress Tracking; monitor the progress and receive email updates

• Error Handling; clear feedback to help you resolve issues efficiently

• Multi-Item Support; create fulfilments that include several order line items

Getting Started

Step 1: Access the Feature

1. Navigate to the Orders page within your dashboard

2. Select the relevant store for which you wish to create fulfilments

3. Open the Actions Menu (in the top right corner)

4. Choose Bulk Create Fulfilment

Step 2: Download the CSV Template

1. Within the upload modal, select Download CSV Template

2. Save the file to your computer

3. Review the template, which contains sample data and all required fields for reference

CSV Template Structure

Required Fields

The following must be provided for every fulfilment:

Optional Fields

Item Fields (Optional — for multiple line items)

➡️ To include further items, continue the numbering sequence (e.g. item_sku_2, item_quantity_2, etc.).

Important Requirements

Courier Information

• Either channel_courier_id or channel_courier_name must be provided

• If both are present, the system prioritises the courier ID

Item Mapping

• If you supply an item SKU, you must also include the corresponding quantity

• Item fields are optional; you may create fulfilments without item-level detail

File Requirements

• Format: CSV only

• Maximum file size: 10MB

• Encoding: UTF-8 recommended

Step-by-Step Process

1. Prepare Your CSV File

• Open the template in Excel, Google Sheets, or another CSV editor

• Replace the sample data with your fulfilment details

• Complete all required fields

• Save the file in CSV format

2. Upload Your File

• Select Choose File or drag and drop your CSV file

• The system validates file type and size automatically

• Click Upload to continue

3. Map Your Fields

• Review detected fields; common ones are auto-mapped

• Confirm all required fields are correctly assigned

• Map any optional fields as necessary

• The system validates your mapping before allowing you to proceed

4. Process the Import

• Select Process Import

• Your file is placed into the background processing queue

• A confirmation message will appear, and you will receive an email upon completion

Field Mapping Tips

• Auto-Mapping; common field names (e.g. order_id, shipping_method) are recognised automatically

• Manual Mapping; if a column is not auto-mapped, select the appropriate field from the dropdown

• Validation; the system checks for required fields, duplicate mappings, and SKU/quantity consistency

Processing and Notifications

• Background Processing; large files are processed asynchronously to prevent timeouts

• Progress Tracking; monitor progress within the system and review detailed logs

• Email Notifications; receive a summary report including processed rows, successful fulfilments, failures, and error details

Troubleshooting

Common Upload Issues

• “Only CSV files are allowed” → Ensure the file extension is .csv

• “File size cannot exceed 10MB” → Split the data into smaller files

• “File could not be uploaded” → Check your internet connection

Field Mapping Issues

• “Required field is missing” → Ensure all mandatory fields are mapped

• “Either Courier ID or Courier Name is required” → Provide one of these values

• “Multiple fields cannot map to the same column” → Ensure unique mappings

Processing Issues

• “Order not found” → Confirm the order ID exists in your system

• “Invalid courier information” → Verify courier ID or name

• “Invalid date format” → Use the format YYYY-MM-DD HH:MM:SS

Best Practices

• Test the process with a small file (5–10 rows) before attempting a larger import

• Double-check order IDs and courier details for accuracy

• Maintain consistent date and time formatting

• Keep a backup of your original CSV file

• Ensure you have the correct permissions for bulk fulfilment operations

Support and Assistance

If you encounter difficulties:

• Review error messages provided by the system

• Correct validation errors before resubmitting

• Contact the support team with specific error details

• Return to this guide for clarification and examples

Technical Details

System Requirements

• Modern browser (Chrome, Firefox, Safari, or Edge)

• JavaScript enabled

• Stable internet connection

• Appropriate user permissions

Performance

• Large files (1,000+ rows) may require several minutes to process

• Queue-based background processing ensures reliable performance

Security

• Files are stored securely in cloud storage

• Temporary files are cleared automatically

• All operations require user authentication