To quickly assign orders to batches in bulk, you can upload a CSV file using our Data Import feature. If you don’t yet have access to the Shipping Advanced or Shipping Premium Module, reach out to our Sales team to enable this feature. Let’s get started!
How to create Batches via Data Import
1. If you haven’t created Batches for these orders yet, start by making them in Ordoro. Click here for instructions on creating a Batch. You’ll need the Batch ID later to assign orders to it.
2. Click on your Company Name in the top right corner. Select the Data Import feature.
3. Select the dropdown menu and select Add Orders To Batch. Then select Download the example file.
4. Open the downloaded file. In the first column, enter the Order Numbers you want to assign to Batches. In the second column, enter the matching Batch ID for each order.
Note: If you include an order already in a Batch, this upload will move it to the new Batch ID listed in the spreadsheet.
NOTE: The Order Numbers in each batch can be sorted based on the spreadsheet’s sequence in Column A. On the batch detail page, choose Sort: Batch for ascending order or Sort: Batch (Reversed) for descending order.
5. Save your updated file as a .csv file.
6. Click on your Company Name in the top right corner. Select the Data Import feature.
7. Select the Add Order to Batch option from the drop-down menu. Then, drag and drop or upload the saved CSV file from your desktop into the Data Import window.
8. Select Verify Columns. These will map for you, so there is no need to adjust these settings.
9. Select Save All. If Your Order Number and Batch IDs are associated with existing Orders and Batches, this should run successfully.
Otherwise, you will need to fix your entries. If you run into the following Error:
This means that the file’s Batch ID doesn’t match an existing Batch ID in Ordoro. Fix this entry, add the correct Batch to Ordoro, and hit Save Entry. See Step 10 in this support article for more details.