How do I import orders from a spreadsheet (.CSV)?
Need to add orders from outside of Shopify or orders that you are already delivering that you are tracking on a spreadsheet? Learn how to use our Address Book feature to upload your these orders onto EasyRoutes. This feature requires our EasyRoutes Premium plan. Learn about how to change or upgrade your plan to get access.
Note: Delivery notifications are sent to manual stops only via Easyroutes Custom notifications. You can also consider using Draft Orders.
1. To begin, click on the "Address book" button above the map on the EasyRoutes Home Screen to start the import process.
Note: if you already have a CSV prepared for import, you can bypass the Address Book dialog by clicking the dropdown next to it and selecting "Import and add orders", then skip to Step 3 below:
2. Create your .CSV File
Next, you will need to upload a formatted .CSV file containing the deliveries that you wish to import.
If you need a fresh template, download this sample spreadsheet as a starting template for creating your orders list and exporting the needed .CSV file.
To export a CSV from Google Sheets, follow these steps:
- Open the Google spreadsheet that contains the data that you want to export
- Click on the tab that has the data to be exported (CSV files only contain one spreadsheet tab)
- On the top toolbar, click "File". A drop-down menu will appear
- Click "Download", and another menu will appear
- Click "Comma-separated values (.csv, current sheet)"
To export a CSV from Microsoft Excel, follow these steps using the "Save As..." command:
- Go to File > Save As.
- Click Browse.
- In the Save As dialog box, under Save as type box, choose the text file format for the worksheet; for example, click Text (Tab delimited) or CSV (Comma delimited).
- Browse to the location where you want to save the new file, and then click Save.
To export a CSV from the Apple Numbers app, follow these steps:
- Open the spreadsheet, then choose File > Export To > [ file format] from the File menu at the top of your screen.
- Specify export settings:
- Select CSV: Cell contents are shown as values separated by commas in the exported file. Choose whether to create a file for each table or combine tables into a single file.
- Select the “Include table names” checkbox. Ensure the text encoding is UTF-8, you can check this click the disclosure arrow next to Advanced Options.
- Click Next, then type a name for the spreadsheet (without the filename extension, such as .xls or .csv, which is appended to the name automatically).
- Enter one or more tags (optional).
- To choose where to save the spreadsheet, click the Where pop-up menu, choose a location, then click Export.
To see more locations, click the arrow next to the Where pop-up menu.
If you need a fresh template, download this sample spreadsheet as a starting template for creating your orders list and exporting the needed .CSV file as per above.
If you are exporting your orders from another data-source, review your supporting documentation for how to create these .CSV files.
Once you are ready, from the Address book, click on the "Import history" tab, then click the "Import new CSV" button:
3. Upload your CSV File
Select and upload your formatted .CSV file using the "Add file" button, or drag and drop your .CSV file into the card as prompted:
4. Select Columns for Import
If you upload a spreadsheet in the same format as one that was successfully imported and added to the map, EasyRoutes will remember your previous mapping from the last time.
Once you have uploaded your spreadsheet, you'll need to map the columns on the next screen. You will see a screen where you can choose the import method, and a list of columns that you can import:
If you have your address stored in multiple columns in your CSV, then click on "Provide the address using multiple fields". You will see more address columns available for mapping to your spreadsheet:
For each of the fields, click on "Select a column" and map it to the appropriate column from your spreadsheet. You must map one column to the Delivery Address to proceed:
Once you have completed mapping. Click on Next in the top right corner.
Note: If you see an error, then your spreadsheet or .CSV file is not provided in the expected format that we have described above. If you need a fresh template, download this sample spreadsheet as a starting template for creating your orders list and exporting the needed .CSV file as per above. If your CSV is storing the address fields in multiple columns, then you must ensure you have mapped every column in the process above. To note, you must ensure that you are including the following in either method: Street Number and Name, Unit Number (if applicable), City, State/Province (if applicable), Country (e.g. 123 Main Street, San Francisco, CA, 94110, United States).
5. Review and confirm your Import
You may also review and remove certain orders from being imported at this step first by using the checkbox(es) and selecting "Remove stop" from the Actions menu that pops up:
Click on Finish import in the top right corner to proceed when you are ready - this will add all imported entries into your Address Book.
To add imported stops directly to the map, select Import and add stops to map instead - this will add all imported entries into your Address Book and add them directly to the map for immediate use in routes.
All CSV files imported to date can be accessed from the "Import history" tab of the Address book. Click the eye icon to the right of any import to view a list of stops that are associated with each imported CSV:
From here, click "Add all to custom stops" to migrate the imported data from this CSV into the Custom stops tab of the address book for quick addition to routes:
The address book will be sorted alphabetically by a customer's last name. Frequently used entries can be pinned to the top of the address book by clicking the star icon to the left of any entry's name:
From the "Import history" tab, any previously imported CSVs can be deleted or renamed by clicking the "Action" (three dots) menu: