This article covers how to create a shipping import to upload tracking numbers to your Director account. This is helpful if you ship in-house and have several orders that you want to import tracking numbers for all at once. You will need to have the order number, tracking number, and shipping date, unless there are multiple packages in one order in which case you would need the package numbers and package IDs as well.
- Go to the Orders Module
- Click on the Shipping Imports tab
- Click the New button at the top
- Select the appropriate Provider for your shipping import. (This article uses UPS & FedEx as examples). If you have both FedEx and UPS tracking numbers to import and you are using the FedEx and UPS provider you will need to have a separate import for each. This is also true for other providers, each needs its own import.
- Be sure that headers on your import file match those shown in the Required Format area or the import screen. Be mindful of the column names and their order as they may vary by Provider.
Important things to note:
* OrderID, PackageID, and PackageNum are referring to the appropriate numbers which can all be be found in the bLoyal orders you're running the import for. You would only need to fill in the PackageID and PackageNum fields if there are multiple packages in one order in which case you would need the package numbers and package IDs as well. You may look up package IDs by going to Orders => Packages in Director, click the blue arrow next to search for the advanced search, set Lookup to Order ID, leave the middle box on the equals sign, then type in the order number and hit Enter or click Search.
* If the import has a field called Delivery Date it is actually referring to the date the package was shipped. This field will map to the ship date field on a package within an order
* The UPS import shows that you will need to have the PackageID and PackageNum fields present in the import file you create. If you know you only have one package per order, you can leave these columns blank - include the columns with the headers but the rows can be left blank. If you have orders with multiple packages you will need the data for those fields.
* The FedEx import shows that you will need to have the PackageID field present in the import file you create. If you know you only have one package per order, you can leave this column blank - include the column with the header but the rows can be left blank. If you have orders with multiple packages you will need the data for those fields.
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- Click the Import button & find the appropriate file (this should be a CSV file)
- Click the Save & Close icon
- Checking on import issues: If you see a yellow triangle in the list view for shipping imports you can click on it to gain detail as to what the issue(s) is and work to resolve it. It's a good idea to click on this warning icon even if the status of the import is Complete and the results are Success as it contains important information.
A few common errors:
Package Error (Line 1) - Could not update shipping information - OrderID=479856, PackageID=446925, ShipDate=5/1/2012 12:00:00 AM, Error=Unable to fulfill package 446925 - the order is not in delivery status. >> This means that the order was not in Delivery status, the required status for adding a tracking number. It's possible that the order was already closed.
Column Error - Invalid columns header 'OrderID?' (expected 'OrderID') >> This means that the column headers in your import file did not match the required headers exactly.