Importing Shipping Information from Carrier

To import shipping information from Carrier or other shipping tool using a CSV file follow the steps below:

  • Go to the "Shipping & Receiving" tab
  • Click the "Import Shipping information" link in the "Shipping Tools" panel at the bottom of the screen.
  • This will bring up an import wizard that will guide the user through the import steps including mapping of the fields based on the columns in the CSV file.
  • The columns that can be accepted include the following:
  • Order No. (the same order number as in the Agiliron system)
  • Actual Shipping Cost
  • Ship Date
  • Tracking Number
  • Carrier
  • Shipping Method
  • Product Code
  • Lot/Serial
  • Deliver From (must match exactly the stock location code created in Settings > Company Information, note this is the code and not the location name)
  • If the "Carrier" and "Shipping Method" fields are mapped they must match exactly the options available in Agiliron as set up in "Settings > Shipping Carriers" and "Settings > Shipping Methods > Description" (e.g. "USPS" and "Priority Mail" respectively).
  • Once the information has been imported, the orders can be marked as shipped as shown in the previous section.