This document will walk you through how to prepare and upload a CSV file to import orders into the system. Follow the format and instructions below to ensure a successful import.
File Requirements
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The file must be in .csv format.
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The column headers must exactly match those provided in the sample file.
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Each row represents a single order item. If an order contains multiple line items, each line item must be a separate row, with all order-level fields repeated.
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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 |
| Subtotal | 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 (Subtotal – Discount + Tax). | 118.40 |
| Order Date | Date the order was placed (format: DD/MM/YYYY). | 25/01/2025 |
| Order Time | Time the order was placed (24-hour format HH:MM). | 12:45 AM |
| Payment Method | Method used to pay (e.g., Credit Card, PayPal, Cash, ACH). | Credit Card |
| Payment Provider | The payment gateway or provider who facilitated the transaction | Stripe |
| 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 | Address Line 1 of the Buyer’s Address | 123 Main St |
| City | City of the Buyer’s Address | San Francisco |
| State | State of the Buyer’s Address | CA |
| Country | Country of the Buyer’s Address (ISO 2-letter or full name recommended) | US |
| Postal Code | Postal Code of the Buyer’s Address | 94105 |
⚠️ Common Upload Errors to Avoid
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Incorrect or missing date/time formats.
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Currency not in ISO 3-letter format (e.g., use
USD, not$). -
Email or phone numbers in invalid formats.
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Orders with multiple line items not grouped correctly.
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Amount mismatch: Ensure
Amount = Subtotal - Discount + Total Tax Amount.