How to set up a CSV configuration?

CSV - Comma Separated File Configuration

Using a CSV-import tool can be a challenge, but also necessary in some cases. 

It can be used to import a large amount of order or Shipment data from a CSV-file, by mapping each column to the right field in Webshipper. 

 

1. Import and/or Export settings

2. Configuration

3. Conversions

4. Example view

 

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1. Import and/or Export settings

Let me show you how to get started.

If you go to Settings > CSV Import > Create CSV Configuration.
You should see something like the example below. Fill in the fields as desired before scrolling down to the configuration.

In the left side column, you can specify Import settings and in the right side column, you can specify any Export settings you would like. This, however, requires the CSV import tool installed locally.

CSV Import Settings Explained

2. Configuration

Once the settings are in place you can begin your configuration.

The line called "Example Input" is the one we will be using the most.
Here you need to indicate the headlines of each column in your CSV file, separated by a "," .

Once that is made, you need to map each headline to the right field in Webshipper. You do this by clicking "Add rule" on each line in the configuration. If you do not add a rule, the system will ignore that given line.

In the end, it should look something similar to this:

3. Conversions

Lastly, it is also possible to set up "Conversions". This is used to change one value into something else. TIP: This could populate an empty field. 
Just add a column or field in your system where the order data is and then once it arrives to Webshipper you are then able to distribute the values to Webshipper values. 

In the example below I have specified in Navision a custom value. I now wish to point to my printer client ID's in Webshipper. 
So depending on which Navision value I have - it should point to a specific Webshipper printer client id to print my shipments on.

4. Example view

As you fill in all the fields and match the fields with rules, the example just below will illustrate how your order or shipment will look once your configuration is set up as you would like it to.

Remember some fields are required to fill in - see the full list here.

Required:

• OrderNumber
• Delivery - ContactName
• Delivery - Address 1
• Delivery - Zip code
• Delivery - City
• Delivery - Countrycode
• Billing - ContactName
• Billing - Address 1
• Billing - Zip code
• Billing - City
• Billing - Countrycode
• Droppoint - Company name
• Droppoint - Address 1
• Droppoint - Zip code
• Droppoint - City
• Droppoint - Countrycode
• Droppoint - Drop point id
• Quantity - must be 1 or above on duty shipments

All that is left now is to press "Create CSV Configuration, and "Upload CSV".