Bulk-Uploads Feature

Using the ShipBoss Bulk Uploads Feature

The ShipBoss Bulk Uploads feature allows you to quickly and easily upload multiple shipments using a CSV file. Follow the steps below to walk through the process of using this feature:

Step 1: Uploading the CSV File

Log in to the ShipBoss platform and navigate to the Bulk Shipments page by clicking the "Bulk Shipments" link in the header.
To upload a new batch of shipments, click the "Upload Shipments" button at the top of the page. This will open a pop-up window with a "Choose File" button.
Click the "Choose File" button to select the CSV file you want to upload from your computer, and then click the "Upload File" button to upload it to the ShipBoss system.

Step 2: Matching Field Names

After uploading the CSV file, you will be taken to the "Match Field Names" page. This page allows you to match the columns in your CSV file with the corresponding fields in the ShipBoss system.

On the "Match Field Names" page, you will see a list of all the columns in your CSV file, along with a drop-down menu for each column.
Select the appropriate field from the drop-down menu for each column. The required fields are:

From Company: The company name of the sender
From Name: The name of the sender
From Address 1: The first line of the sender's address
From City: The city of the sender's address
From State: The state or province of the sender's address
From Postal Code: The postal code of the sender's address
From Country: The country of the sender's address
From Phone: The phone number of the
From Email: The email address of the sender
To Company: The company name of the recipient
To Name: The name of the recipient
To Address 1: The first line of the recipient's address
To City: The city of the recipient's address
To State: The state or province of the recipient's address
To Postal Code: The postal code of the recipient's address
To Country: The country of the recipient's address
To Phone: The phone number of the recipient
To Email: The email address of the recipient
Package Type: The type of package being shipped
Package Weight: The weight of the package in pounds
Service: The shipping service being used
Carrier: The carrier being used for the shipment

There are also several optional fields that you can match, including:

From Address 2: The second line of the sender's address (optional)
To Address 2: The second line of the recipient's address (optional)
Quantity: The number of items being shipped (optional)
Payor: The payor for the shipment (optional)
Third Party Account Number: The third party account number for the shipment (optional)
Third Party Postal Code: The third party postal code for the shipment (optional)
Third-Party Country Code: The third-party country code for the shipment (optional)
Reference 1: A reference field for the shipment (optional)
Reference 2: A second reference field for the shipment (optional)
Custom Email: An email address to receive custom notifications (optional)
Package Length: The length of the package in inches (optional)
Package Width: The width of the package in inches (optional)
Package Height: The height of the package in inches (optional)

If the ShipBoss system was able to match a column automatically, it will be displayed in green. If it was not able to match a column automatically, it will be displayed in red.
Once you have matched all the necessary fields, click the "Continue" button at the top right of the page to move on to the next step.

Step 3: Validating Shipments

On the "Validate Shipments" page, you will be able to review and validate the shipments that will be created from the CSV file you uploaded.

Review the shipments in the table to make sure all the information is correct.
If you need to make any changes, you can click the "Edit" button in the Actions column for a specific shipment to go back to the "Match Field Names" page and make the necessary changes.
When you are satisfied with the shipments, click the "Continue" button at the top right of the page to move on to the next step.

Step 4: Reviewing and Confirming Shipments

On the "Review and Confirm Shipments" page, you will be able to review and confirm the shipments that will be created from the CSV file you uploaded.

Review the shipments in the table to make sure all the information is correct.
If you need to make any changes, you can click the "Edit" button in the Actions column for a specific shipment to go back to the "Match Field Names" page and make the necessary changes.
If you want to receive email notifications for the shipments, you can select the appropriate email notification options in the "Email Notifications" section of the page. There are options for "From," "To," and "Custom" emails.
When you are satisfied with the shipments, click the "Confirm Shipments" button at the bottom of the page to create the shipments.

Step 5: Viewing Your Upload History

After you have uploaded and confirmed your shipments, you can view the history of your bulk shipments on the Bulk Shipments page.

On the Bulk Shipments page, you will see a table with a row for each batch of shipments that you have uploaded. The table includes the following columns:

Date: The date that the batch of shipments was uploaded
File Name: The name of the CSV file that was uploaded
User: The user who uploaded the batch of shipments
# of Shipments: The number of shipments in the batch
Status: The current status of the batch of shipments
Actions: A column with buttons for performing various actions on the batch of shipments

The "Actions" column includes the following buttons:

Download Your Labels: This button allows you to download a PDF file with the labels for the shipments in the batch.
Void All: This button allows you to void all the shipments in the batch.
Show Details: This button opens a modal window with details about the batch of shipments.

The "Status" column may also include tags such as "No Labels Available" or "Processing" to indicate the current status of the batch of shipments.
To upload a new batch of shipments, click the "Upload Shipments" button at the top of the table. This will take you through the process of uploading and creating the shipments, as described in the previous steps of this guide.
To download a sample CSV file with the proper format for bulk shipments, click the "Download Sample" button at the top of the table.

Updated on: 22/12/2022

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