Product Documentation
Product Documentation
Importing a CSV file for shipping rates allows for easy mass updating of shipping rates. You will need to be sure that your spreadsheet has the required header row in order to import data. A "shipping rates" export will give you the needed header row, along with any data that is currently in the operations portal. To start, navigate to the "Orders" section in the Operations Portal.
Then, click "Shipping Methods". In order to access and update "Shipping Methods", you will need to be set up as an "administrator" or "superuser" or have the roles of: "shippingMethodView" and "shippingMethodEdit".
Find the shipping method you would like to update and click the more details icon.
Go to the "Rates" tab.
Here, you can select the data you would like to include in an export. To do that, click the "Show/Hide Columns" icon to view the list of columns.
Select the needed columns. Note that if you use the exported file to update shipping rates via import, make sure to include the "Shipping Rate ID" column. The "Shipping Rate ID" is required as it is the identifying factor for matching information. If there's no "shippingRateID" column in the file, or it is empty - the import will add new shipping rate records. When "shippingRateID" column has values - the import will update existing shipping rate records.
Now, click the "File" menu.
Then, choose the "Export" option. This export will include the necessary header row required for importing data into the system.
You can rename the file, if needed.
Click "Save" to export the file. If there is a large amount of data, It can take a little while for the export to finish if you are exporting a large amount of data. The file will be downloaded and saved to your computer.
You can see that this sample export includes the header row.
The "amount" column contains the shipping rates or charges based on the subtotal of the order.
The "ceiling" column contains the highest subtotal amount for an order.
While the "floor" column contains the lowest subtotal amount for an order. For example, in row 2, the data is showing that for an order with a subtotal between $0 - $100, the shipping rate would be $16.
The "active" column contains the status of shipping rates, "TRUE" if active, "FALSE" if inactive.
The "shippingRateID" column contains the shipping rates ID or code. This column is very important in your CSV file. Shipping rate ID is used to identify whether a new rate will be created or an existing rate will be updated. If there is no "shippingRateID" column in the file, or it's empty - the import will add new shipping rate records. When "shippingRateID" column has values, the import will look up existing shipping rate records to update.
Once you have entered the data that you would like to update, save your spreadsheet as CSV file which is spreadsheet compatible and your file is ready to import. Be sure the spreadsheet you are using only contains the data that you would like to update or add by import.
Go back to the "Rates" tab of the Shipping Methods and click "File".
Then, choose the "Import" option.
Now, select the file you want to import.
Then, click "Open" to upload the file.
Once the file has been imported, the updates can be seen in the grid.
