Importing orders from Squarespace

Note: view our Zapier webhooks and import integrations for more ways to connect to your Squarespace account.

Planning optimized delivery routes using Squarespace orders? Follow the steps below to export your orders from Squarespace, and import them into EasyRoutes for delivery route planning.

Exporting from Squarespace:

  1. From your Squarespace dashboard, navigate to the Orders page found within the Selling tab of the sidebar menu. Click the Download CSV button found in the upper right-hand corner above your order list:

Squarespace Orders page with an arrow pointing at Orders under Selling in the sidebar, and the DOWNLOAD CSV button outlined in the upper-right corner

  1. Ensure that only Pending orders is selected from the Fulfillment section, and click Download to generate a CSV file of your pending Squarespace orders.

    Optional: If only certain products are eligible for delivery, select Specific product and use the search bar to select applicable item(s) only for export:

Squarespace Choose what to include dialog with Pending orders ticked under Fulfillment and the DOWNLOAD button outlined

Squarespace Choose what to include dialog with Specific product selected under Product and a search for "shirt" returning Blue T-Shirt, outlined

Importing to EasyRoutes:

  1. Login to your EasyRoutes for Web account. Access the Orders page from the EasyRoutes sidebar navigation menu.
  2. Click the Import new CSV button found to the right of the map, below your active Route Options:

Orders page with an arrow pointing at the Import new CSV button, among the small buttons to the right of the map below the route options

  1. Click the Add file(s) button and select the CSV file exported from Squarespace (or drag and drop the CSV file directly onto the button):

Import stops page, Step 1, with a CSV drop zone and the Add file(s) button highlighted in its centre

  1. Review the import preview (shown below) to ensure all imported variables are mapped to the proper column:
    1. If everything looks correct, click the Save button, and skip to Step #8 below.
    2. If something's not right, click the Edit stops button:

Import stops preview table listing three stops with their name, company and address columns, and the Edit stops, Cancel and Save buttons below

  1. After clicking the Edit stops button, you'll be able to configure which CSV column is mapped to which EasyRoutes variable. Ensure that variables are mapped as follows:

Column Title

Dropdown Selection

First name Shipping Name
Address Shipping Address1
Apartment, suite, etc. Shipping Address2
City Shipping City
Province/state/territory Shipping Province
Postal code/ZIP code Shipping Zip
Country/region Shipping Country
Email Email
Phone Shipping Phone
Item quantity Lineitem quantity
Item name Lineitem name
Note: Additional order information that doesn't fit any of the mappings above can be mapped to the Tags field, and then used to filter orders by tags.  Order tags need to be comma-separated in the CSV file to import more than one per stop.
  1. Once all columns have been mapped, click the Next button in the upper right-hand corner of the page:

Import stops - 1 file page header, at Step 2: Select an import method and select the columns to import, with the Next button outlined

  1. Imported orders will be shown as pins on the map, with order details in the table below. Review the listed orders before clicking the Import and add orders button above the map:

Import stops Step 3 review page with three numbered pins on the map, the stops' details in a table below, and the Import and add orders button highlighted in the top-right corner

  1. Your imported orders will now be available as pins on the map, ready to route. Configure any desired Route Options using the controls to the right of the map. Click the Create route button above the map to generate an optimized delivery route containing your imported orders:

Orders page with two imported orders as pins on the map, the Route start, Route end and Routes to create options outlined, and an arrow pointing at the Create route button

Additional Resources:

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