CSV import overview

Overview

The CSV import feature lets you upload a spreadsheet of orders directly into your Transdirect account. This is ideal for bulk bookings, migrating orders from another system, or processing a batch of shipments at once.

You can use the Transdirect CSV template or prepare your own file — as long as the columns match the expected format.

Import your orders

1. Log in to your account

   Go to the Transdirect members area and log in.

2. Go to Orders

   Select Orders from the menu.

3. Download the template

   Download the CSV template from the Orders page. This gives you a pre-formatted spreadsheet with all the required column headers.

   Tip

   Using the template is the easiest way to ensure your file is formatted correctly. You can also use your own CSV file — just make sure the column headers match the field reference.

4. Fill in your order details

   Open the template in your preferred spreadsheet application and enter the details for each order.

   Each row represents one item. If an order contains multiple items with different sizes, use the same Order ID on separate rows — one row per item.

5. Import your CSV

   Back on the Orders page, click Import CSV, select your file, and click Import.

6. Review and book

   Your imported orders appear in the Orders list, ready to quote and book.

Multi-item orders

If a single order contains multiple items with different dimensions, add each item on its own row using the same Order ID. Transdirect groups rows with the same Order ID into a single consignment.

Note

Shared fields like receiver name, address, and pickup date only need to appear on the first row for each Order ID. Subsequent rows for the same order only need the Order ID and item-specific fields (weight, dimensions, packaging).

Next steps

Field reference Complete field-by-field guide to every column in the CSV template.

Examples Sample CSV rows for common scenarios including multi-item orders.