Import orders in bulk
Create many orders from one Excel or CSV file, and correct many orders at once with bulk edit.
- Your role has the Import permission (and Edit for bulk edit).
- One file is for one merchant. A file can hold up to 5,000 rows.
Open Import
There are two ways to open it.
- From the page ⋯ menu, choose Import orders…
- …or hover Create Order in the header and choose Import orders.
Choose the merchant and download the template
Always start from a fresh template. It is built from your account.
- Merchant. Pick the merchant first. One file is for one merchant, and the package rules and order ID setting come from that merchant.
- Upload file. Drag a file in or click. It can be Excel or CSV, with up to 5,000 rows. You need the merchant first.
- Download template. Available once you pick a merchant. Choose CSV or Excel. It is built from your account, so city, area, service, payment type and the merchant’s package rules are dropdowns (in a CSV the lists are in a second sheet). Required columns are marked.
Fill in the file and upload it
Fill in one row per order, then upload the file.
| 2 Reference | Recipient * | Phone * | City ▾ * | 3 Area | Service ▾ * | Payment ▾ * | Package rule ▾ | COD | |
|---|---|---|---|---|---|---|---|---|---|
| 1 1 | KH-7716 | Khalid Al-Harbi | 0550123456 | Riyadh | Olaya | Next day | COD | PR-102 | 450.00 |
| 2 | DD-310 | Sara Al-Qahtani | 0551234567 | Jeddah | Al Rawdah | Same day | Prepaid | 4 | 0 |
| 3 | SF-2204 | Omar Nasser | 0559876543 | Dammam | Faisaliyah | Next day | COD | PR-102 | 220.00 |
- One row per order. Fill in the recipient, phone, city, service and payment type. Mandatory columns (*) are highlighted in amber in the template. COD is a number: 0 for a prepaid order.
- Reference. The merchant’s own reference. If the merchant uses their own order IDs, this becomes the order ID and must be unique.
- Area. Type the merchant’s own wording. If it does not match your zones, an Area rule maps it for you. Area is required unless the row has a map pin.
- Package rule. Leave it empty to use the merchant’s default rule.
- Upload the file. You review it before anything is created. A file can have up to 5,000 rows.
Review every row
Before anything is created, you review the whole file.
| Row | Recipient | City | 1Result | |
|---|---|---|---|---|
| 1 | Khalid Al-Harbi | Riyadh | Valid | ✕ |
| 2 | Sara Al-Qahtani | Jedda | City not found 2Fix ▾ | ✕ |
| 3 | Omar Nasser | Dammam | Duplicate reference 3Create anyway | ✕ |
| … 5 more rows, all valid | ||||
- Result. Every row shows whether it is valid or what is wrong, for example “City not found”, “Phone number looks incomplete”, “Area isn’t in Riyadh” or “Unknown service ID”. Cells with errors are highlighted.
- Fix. Correct the mistake right here. Stored values, such as city, area, service and package rule, are dropdowns. Reference, recipient, phone and COD are typed.
- Create anyway. Use it for a duplicate reference when you want the order created.
- The count says how many rows are valid.
- The button says “Fix N rows to continue” until every row is valid, and then “Create 8 orders”. Nothing is created before that, so a batch is all-or-nothing.
Follow your batches
Every upload becomes a batch on Orders › Import.
| 2Batch | 3Type | Merchant | 4Uploaded by | Rows | 5Status | |
|---|---|---|---|---|---|---|
| IMP-0032 | Create | Sahab Fashion | Merchant portal | 5 | Ready to confirm | 6Open › |
| IMP-0031 | Create | Al Noor Electronics | Admin portal | 8 | Completed · 8 created | Open › |
| IMP-0030 | Bulk edit | Sahab Fashion | Admin portal | 12 | Rejected · locked orders | Open › |
- Merchant filter. Show the batches of all merchants or of one.
- Batch. Every upload becomes a batch with its own ID, whatever its status. Orders › Import lists the uploads of your team and of your merchants.
- Type. Create, for new orders, or Bulk edit, for changes to existing orders.
- Uploaded by. The admin portal, or a merchant uploading from the merchant portal.
- Status. Completed, Ready to confirm, Validating, or Rejected with the reason. The batch also shows how many orders were created or updated.
- Open the batch to see the details: Open N orders shows Orders filtered to the batch (with a Back to Import link), Review & confirm finishes a batch that is ready, and Download error report shows what was rejected.
Edit many orders at once
Use bulk edit to correct existing orders with a file.
| Order | Merchant | Status | ||
|---|---|---|---|---|
| ☑ | ORD-004822Ref KH-7716 | Al Noor ElectronicsNext day | Out for delivery35m · attempt 1 | ⋯ |
| ☑ | ORD-004821Ref DD-310 | Daily Dates Co.Same day | Unassigned12m | ⋯ |
| ☑ | ORD-004819Ref SF-2204 | Sahab FashionNext day | In hub3h | ⋯ |
ORD-004815 · Delivered: can’t be edited
- Select the orders you want to change, or filter them first and select none, then open ⋯ in the bar and choose Bulk edit orders. You can also find it in the page ⋯ menu.
- Download the template. It holds the orders that can be edited (locked ones are left out), with their editable fields and dropdowns. Choose CSV or Excel, change it and save it.
- Upload the file. Only the editable fields apply.
- Locked orders are rejected with the reason. The batch appears on Orders › Import, like any other batch.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
Why was my whole file refused?
A batch is created only when every row is valid. Open the review, fix the rows marked in red and try again.
Can I import orders for several merchants in one file?
No. One merchant per file.
Can I find the orders of one batch later?
Yes. Open the batch and press Open N orders, or use the Import batch and Order source filters on the Orders page.