Orders — Import CSV

Use Import CSV to bulk import orders from a spreadsheet/CSV.

Where to find it:

• Go to Orders → Import CSV.

Before you start

• Your CSV must have a header row.
• All SKUs in the CSV must already exist as Items for that client. If any SKU is missing, the import will stop and show a “Missing SKUs” message.
• Large files: the upload is capped at about 50KB in the UI.

Required columns

You must map these fields during import:

• Order number
• SKU
• Quantity

Optional columns

You can also map:

• Purchase Order number
• Order date / requested ship date
• Ship-to details (name, company, address lines, city, county, postcode, country, email, phone)
• Line item name (optional)

How line items work

• Each row becomes a line item.
• If the same order number appears on multiple rows, those rows are grouped into a single order with multiple line items.
• If an order with the same order number already exists for that client, it is skipped.

Tips

• Ensure the CSV has a header row.
• If upload fails, try saving as CSV UTF-8.

What gets created

• Orders are created as manual orders inside ParcelPilot.
• ParcelPilot also records that they came from a CSV import, so they can be identified later if needed.