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.