How to import orders via CSV or Excel
You are able to import orders using a CSV file on Bob Go to save you the time and effort of creating manual orders. To import orders with a CSV or Excel file, navigate to orders in the left navigation panel and click on “Import Orders”. Select the “Import CSV” option from the dropdown menu and add your files. If you have errors in the file that you have imported, the system will flag this or show you errors. These errors will then have to be resolved before the file can be imported. You can also download a template that will show you how the files should look.
Once the file has been uploaded, a mapping tool is available where the user can map columns in the file to the required and supported fields on Bob Go. Known fields will be mapped, but can be changed if required. Please note that the upload can only be completed once all fields have been mapped.
Required fields:
- First name
- Last name
- Email
- Contact number
- Street address
- Suburb
- City
- Province
- Postal code
- Payment status
Additional supported fields:
- Order number
- Collection address name
- Delivery instructions
- Buyer shipping charge
- Item name
- Item weight (kg)
- Item unit price
- Item quantity
Related Articles
Creating a manual order
Bob Go allows you to create your own orders, instead of having the orders pull through automatically from your sales channels. To create a manual order, navigate to orders in the left navigation panel and click on the “Create order” button. In the ...
Import order notes
Shopify: Order notes will import into Bob Go automatically from Shopify. WooCommerce: Import order notes made on your WooCommerce sales channel to the order details on Bob Go on a per order basis. This option is located in the settings of each order. ...
How to fulfill an order
This video tutorial shows you, step by step, how to fulfill orders on Bob Go. Navigate to orders in the left navigation panel and open an unfulfilled order that you would like to complete, by either clicking on the the order number or the “More ...
How to partially fulfil an order
Navigate to orders in the left navigation panel and open an unfulfilled order that you would like to complete, by either clicking on the the order number or the “More fulfillment options” button. This will open the order details page. Once you ...
Creating a shipment
Bob Go allows you to create a shipment without an order. This means that you can still fulfill your orders as usual, but you can also ship a parcel from point A to point B without an order. This video tutorial shows you, step by step, how to create a ...