How to import orders using a CSV or Excel file

How to import orders using a CSV or Excel file

Order creation & fulfillment

How to import orders using a CSV or Excel file

Import multiple orders into Bob Go at once instead of creating each order manually.

Bob Go allows you to import orders using a CSV or Excel file. This is useful when you need to create multiple orders quickly without entering each order individually.

How to import orders

  1. Go to Orders in the left navigation menu.
  2. Click Import/export Orders.
  3. Select CSV import from the dropdown menu.
  4. Upload your file and follow the prompts to complete the import.
Import orders in Bob Go

Is there an import template?

Yes. You can download a template that shows the correct file structure and format to use when preparing your order import.

Bob Go order import template

How does column mapping work?

After your file has been uploaded, Bob Go will display a mapping tool. This allows you to match the columns in your file to the supported fields in Bob Go.

  • Map each column in your file to the relevant Bob Go field.
  • Known fields may be mapped automatically.
  • Automatically mapped fields can still be changed if needed.
  • The upload can only be completed once all fields have been mapped.

What if my file contains errors?

Bob Go will flag errors in the uploaded file and show you the relevant details. All errors must be resolved before the file can be imported successfully.

Required fields

The following fields are required for an order import:

First nameLast name
EmailContact number
Street addressSuburb
CityProvince
Postal codePayment status

Additional supported fields

You can also include the following information in your import:

Order numberCollection address name
Delivery instructionsBuyer shipping charge
Item nameItem weight (kg)
Item unit priceItem quantity

Using the import template and checking your column mapping before completing the upload can help reduce import errors.