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Import a File: Create a New Store & Map

The ability to import your orders from a spreadsheet that has been saved as a Comma Separated Value (CSV) file gives you the flexibility to import and fulfil...

Updated January 12, 20265 min readOrders

The ability to import your orders from a spreadsheet that has been saved as a Comma Separated Value (CSV) file gives you the flexibility to import and fulfill orders from your own data source or database, sales channels not directly connected to Postsale, or lists of orders provided to you by a third party. In this article, we will:  

  • Explore how importing from a CSV file adds flexibility and saves time.
  • Look at the advantages of including shipment information such as carrier, service, dimensions, and weight in your import file.
  • Select your CSV file.
  • Map the columns in your CSV file to the fields in Postsale.
  • Save your map in a CSV store so that you can reuse it again for future order imports. 
  • How to import your orders

Before We Begin

This article assumes you are importing a CSV file for the first time. Please see this article if you have already imported a CSV file and wish to reuse a mapping file you already created. 

Things You Will Need

Let’s make sure that you have everything you need to get started:

Sample CSV Files

To make creating your import file as easy as possible, the Check out our Format Your File for Success help article includes sample CSV files that you can use as a template for your own import files. The sample files contain:

  • Column headings matching the corresponding data fields in Postsale. This makes it easy to map the correct fields in your file to the fields in Postsale.
  • Sample order and shipment data that shows how your data should be formatted for a successful import.

Now that you have everything you need, let’s begin. 

Step By Step

Real-World Example

We have been asked by St. Louis Dog Savers to ship a promotional T-shirt and a bumper sticker to their top 500 donors.

  • They supplied us with a list of all the Ship To addresses and line item information.
  • They also let us know that they want the shipments to be shipped with USPS Ground Advantage and specified the weight and dimensions of the package.  

So, we created a CSV file containing all this information so that we can import all 500 orders and the shipment details into Postsale. Now, we need to add a CSV store to Postsale and create the file map so that we can import the orders.

Frequently Asked Questions

How does importing from a CSV file benefit me?

Having the ability to import from a CSV file gives you the ability to:  

  • Import order data exported from any sales channel or order source.
  • Import Ship To addresses, order details, and shipment information provided to you by a third-party. 

Can I include shipment details in my CSV file? 

Yes. By including shipment details (carrier, service, package type, weight, dimensions, etc.) Postsale will automatically create a shipment for you and display your shipping rates. This saves time and effort by not having to create shipments or enter shipment details for each order. 

I will be importing orders from multiple sources. The CSV files are formatted differently for each source. Can I create more than one CSV store in Postsale?

Yes. You can create as many CSV stores as you need. Each store allows you to create and save a unique map for the specific CSV file format used to import orders for the order source.

Postsale also supports automatic order import from Shopify, WooCommerce, BigCommerce, Square, Miva, and eBay. See the integrations page for details.

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