CSV import overview

CSV import turns a spreadsheet of orders into orders on the Orders page of your members area, ready to quote and book. Use it for a batch of shipments, or to move orders across from another system. Importing does not book or charge anything.

You can fill in the Transdirect template (23 standard columns plus an optional Delivery Instructions column), or upload your own spreadsheet and match its columns to Transdirect fields during the import. CSV, XLSX and XLS files are accepted.

Note

An import is limited to 1,000 rows and a 10 MB file. A multi-item order uses one row per item, so 600 two-item orders is 1,200 rows and needs two files.

Import your orders

1. Open the importer

   In the members area, open Orders, click Import CSV, then choose Import a CSV.

2. Get the template (optional)

   Click Download CSV template, either in the Import CSV menu on the Orders page or below the upload box. The template has every column heading and four sample rows. See the field reference for what each column takes.

3. Upload

   On the Upload step, drop your file in the box or click to browse.

4. Map Columns

   Check that each of your columns is matched to the right Transdirect field, then click Continue. The importer suggests a mapping and remembers it for your next file with the same headings. Order ID, Receiver Name, Street Address, Suburb / Town, Postcode, State, Country and Weight must each be matched to a column before you can continue.

5. Configure

   Choose the sender address and pickup date, then click Preview Import. Tick Update existing orders if you are re-importing a file exported from the Orders page: an existing order with the same Order ID is then updated instead of rejected. Orders that are already booked, shipped or cancelled are never changed.

6. Preview and import

   Rows with a missing or invalid value are flagged with the problem. You can correct a cell in the preview, and the import button stays disabled until no errors are left. Warnings, such as a postcode that does not match the state, do not block the import, but check them. When the preview is clean, click the import button. It shows the number of orders, for example Import 12 Orders.

7. Review and book

   You are taken back to the Orders page, where the new orders are ready to quote and book.

If an order fails at import time, for example because its Order ID is already used and Update existing orders is not ticked, only that order is skipped and the rest of the file still imports. The importer then stays open and lists the rows that did not import, so you can fix them and import those orders again.

Multi-item orders

Put each item on its own row with the same Order ID. Transdirect groups rows with the same Order ID into one consignment.

The order details (receiver, address, pickup date and so on) only need to be on the first row of each order. The following rows need the Order ID and the item fields: weight, dimensions, quantity and packaging.

Next steps

Field reference Every column in the CSV template, with accepted values.

Examples Sample rows for common cases, including multi-item orders.