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Formatting your Bulk Order Upload file for Shopify

Setting up your spreadsheet for easy multi-recipient orders in Send To Many

Updated over 3 weeks ago

Send To Many takes all the hassle out of bulk order upload in Shopify, starting with very flexible spreadsheet formatting. In most cases, you should be able to use your existing order spreadsheet without making changes, so create a send and give your file a try.

But if you have a more complicated upload or are just curious, here's what you can expect from the upload experience:

  • Flexible Column Names: No need to re-name or re-format your spreadsheet columns. You can name spreadsheet columns however you like. Simply map them to the required fields directly within the app during upload.

  • Automatic Validation: We automatically validate recipient details and addresses, fixing or alerting you to the most common issues.

  • Product Selection: Products can be specified in your spreadsheet or selected later within the app.

  • Additional Order Information: if you need to add additional details to your orders, add them as extra columns in your upload and map them to Additional Details, the Order Note or Tags during upload.

  • Saved Upload Formats: after you've mapped your columns once, we'll save your upload format so you won't need to remap them again on future uploads.

File formats and size

Google Sheets, Excel (XLS, XLSX), csv, Numbers (and a few more esoteric ones) will all work. If your file includes a large header block, we'll do our best to skip that and find the order table.

When using Google Sheets:

  • Set sharing to "Anyone with the link can view" so the app can access it. You can change secure the file again once it's been uploaded.

  • Copy the full URL of the specific tab you want to upload

  • If you run into any odd issues with Sheets, downloading the specific tab as a CSV and uploading that file instead will usually fix it.

There's no actual limit to the number of rows in your order spreadsheet. However, uploads with more than 1000 rows can be a bit slower to manage in the app.

Recipient Information

A recipient name of some kind is required (either as one column or separated into first and last names). We'll do our best to manage compound names like

"John Smith and Anjali Gupta" or "Smith Gupta Family".

  • Recommended (but not required):

    • Include recipient’s email and phone number for easy follow-up if needed.

    • You can also add a company name column.

Address Columns

  • Separate addresses into clear columns, naming them whatever is most convenient:

    • Street

    • City

    • Province/State

    • Postal Code/Zip

  • Country: Required only if sending internationally. Otherwise, we'll default to your store’s home country.

Uploading Products

If all recipients are getting the same product, you can skip including it in your spreadsheet and select it in-app. Otherwise, use one or more product columns in your upload file.

During upload, we'll match your uploaded info to the products on your site and let you confirm or refine the selections are necessary.

  • Product Identification: You can use a SKU, product name or nickname, even the Shopify Product or Variant ID (eg: 7841427193900). Or you can even use shortcuts like "product 1". Either way, you can easily confirm and finalize the selections during upload.

  • Multiple Products: Include one column per product if sending multiple products per recipient.

  • Separating Product + Variant Columns: Sometimes it's convenient to include both product and variant columns in your upload. For example, an apparel store might use a product column and a separate variant column size/color/etc. If some products in the upload don't have a variant, just leave it blank.

Variant columns with multiple product columns: you can include multiple pairs of Product + Variant columns, but make sure you keep them together in the spreadsheet. And if you include one Variant column, all product columns must have a corresponding variant column, even if it's left blank.

Additional Columns

Some store's require additional information like delivery dates, card messages, or tags for fulfillment, inventory tracking or accounting. Upload this type of data with as many additional columns as you need and map them during upload.

  • Map these columns to Shopify's Order Note, Additional Details (aka "customAttributes" or "note_attributes"), or Tags directly in the app.

  • Additional Details columns:

    • include as many as needed.

    • Be sure your column headers exactly match the attribute names expected by your Shopify store. If your store expects "delivery_date", use that as your column header. And if your store expects dates in a specific format, make sure they are formatted that way in your upload file.

We built Send To Many to make bulk order uploading in Shopify as straightforward, efficient, and error-free as possible. If you run into any issues, please email as at [email protected] or reach us via chat.

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