This document will walk you through how to prepare and upload a CSV file to import orders into the system. To ensure a smooth and successful import, follow the format and instructions below carefully.
File Requirements
File must be in .csv format.
The column headers must exactly match those provided in the sample file.
Each row represents one order item. If an order contains multiple line items, each line item must be a separate row, with all order-level fields repeated.
All required fields must be filled in to avoid upload errors.
CSV Column Descriptions and Examples
| Column Name | Description | Example |
|---|---|---|
| Customer first name | First name of the customer. | Jane |
| Customer last name | Last name of the customer. | Smith |
| Customer email | Customer’s email address. | jane.smith@example.com |
| Customer phone | Customer’s phone number (include country code if available). | +14155552671 |
| Currency | Currency used for the order (ISO code). | USD |
| Sub total | Total cost of the order before tax, discount, and shipping. | 120.00 |
| Discount | Any discount applied to the order. | 10.00 |
| Total Tax Amount | Total tax amount charged. | 8.40 |
| Amount | Final amount paid for the order (Sub total - Discount + Tax). | 118.40 |
| Quantity | Total quantity of items in the order (sum of line item quantities). | 3 |
| Order date | Date the order was placed (YYYY-MM-DD). | Jan 25, 2025 |
| Order time | Time the order was placed (24-hour format HH:MM). | 12:45 PM |
| Payment Method | Method used to pay (e.g., Credit Card, PayPal, Cash, ACH). | Credit Card |
| Line item Name | Name of the individual item in the order. | Blue T-Shirt |
| Line item Quantity | Quantity of the individual line item. | 2 |
| Line item Price | Price of the item (per unit, before tax/discount). | 25.00 |
| Address Line 1 | Street address for shipping or billing. | 123 Main St |
| City | City for the address. | San Francisco |
| State | State or region for the address. | CA |
| Country | Country (ISO 2-letter or full name recommended). | US |
| Postal Code | ZIP or postal code. | 94105 |
⚠️ Common Upload Errors to Avoid
Incorrect or missing date/time formats.
Currency not in ISO 3-letter format (e.g., use
USD, not$).Email or phone numbers in invalid formats.
Orders with multiple line items not grouped correctly.
Amount mismatch: Ensure
Amount = Sub total - Discount + Total Tax Amount.