Import a File: Update Existing Orders

Learn how to import a CSV file to update existing Postsale orders

In This Article

Before We Begin What You Will Need Don't Have the Original CSV file? What You Should Know Bulk Update Your Orders 1 - Update Your CSV File Helpful Hint 2 - Import the File to Postsale Alternate Method

In the Import a CSV File: Create a New Map help article, we look at how to import new orders into Postsale. However, you can also import a CSV file to bulk update orders in Postsale.

Real World Example

We are fulfilling 500 shipments for St. Louis Dog Saver. They initially specified that they would like all 500 shipments shipped using USPS Priority Mail. However, we found that by using USPS Ground Advantage we could save St. Louis Dog Saver a considerable amount on postage while still getting the packages to their customers in the same number of days.

The issue is that we have already imported all 500 orders and each order is configured to ship with USPS Priority Mail. We need to quickly update the service for all 500 orders to USPS Ground Advantage.

In this article, we will look at how to update and import an existing CSV file to bulk update orders.

Before We Begin

What You Will Need

In this article, we assume that you have already imported orders into Postsale from a CSV file and that you have the original file used to import your orders. You will need access to this file so that you can make the needed updates and reimport it.

Don't Have the Original CSV file?

Using the original file and file mapping is the quickest method of updating orders in bulk. However, if you no longer have the original CSV file, see the Alternate Method section below.

What You Should Know

Postsale needs to know which orders it should update when importing a CSV file. It does this by matching the Order Number and the Source fields in your file to the Order Number and Source associated with the orders in Postsale. If Postsale finds a match, the order is updated with the information contained in your file.

Be sure that the CSV file you update and import contains the Order Numbers and Source for the orders you wish to update.

The Order Numbers and Source match, so the orders will be updated.

Bulk Update Your Orders

Let's look at how to bulk update your orders:

1 - Update Your CSV File

The first step is to update your file with the information you wish to update.

Make a copy of your original file. Then, open the copy.
We suggest that you work in the copy so that the original file and its contents are left untouched.
Update the information for the orders you wish to update in Postsale.

For our example, we will update our Service column from usps_priority_mail to usps_ground_advantage for all of the orders in the file.
See our Format Your File for Success help article for information on how to be sure your file is formatted correctly.

Helpful Hint

You only need to update the rows for the orders you wish to be updated. For any orders you do not wish to update you can either:

Leave the data for those orders as-is
Delete the order rows from the file

Save the file as a Comma Separated Value (CSV) file and exit your spreadsheet program.

2 - Import the File to Postsale

Next, let's look at how to import the file:

Procedure: Import CSV to Existing Store

Select any filter in the Orders Menu. For this example, we selected the All Orders filter.
Select Import from the Order Actions menu.
Select your CSV file using one of the following methods:
1. Drag and drop your file from your computer into the drag and drop interface.
2. Click in the drag and drop interface. Then, navigate to your file and select it.
Select the correct CSV store from the Store drop-down menu.
Click the Import Orders button to begin the import.

Since the file matches the columns mapped in the store, we are good to go! The orders will be imported.

Helpful Notification Information

Once the import is complete, the Import Complete notification lists the number of new orders that were imported and the number of orders already in Postsale that were updated.

Click the magnifying glass icon to quickly view the orders included in the import.

Alternate Method

When the original file used to import your orders is unavailable, you can create and map a new CSV file. The good news is that the file only needs to contain the following columns:

The order numbers of the orders you wish to update
The source associated with the orders you wish to update
The columns containing the information that needs to be updated for each order

Using the above real world example, our file would look like this:

Follow the steps in the Import a CSV File: Create a New Map help article. It will guide you through the process of creating your CSV file and importing it into Postsale.

order update csv import update update orders import orders csv