Articles on: Integrations

How to Set Up CSV Auto-fetch

Plans: All plans Platforms: All platforms

Overview



With CSV auto-fetch, you don't have to upload a CSV file every time because we will automatically fetch shipment details as per your import rule and time.

What you’ll learn



In this tutorial, we will show you:

How to set up CSV auto-fetch
CSV fields
CSV auto-fetch using Google Drive spreadsheet
Additional considerations

How to set up CSV auto-fetch:



Go to Shipments in the AfterShip Tracking admin
Click on CSV import and select the CSV auto-fetch option




Once you click on the CSV Auto Fetch option, you will be asked to set the import rule. Click on Create new rule



a. Set the Daily import time
b. Input the HTTP, HTTPS, FTP or SFTP link that points directly to the CSV file you want AfterShip to download at the time you specify
c. Fill in the username and password, if the URL is password protected. With this, you can simply update the CSV file at the URL you specify, and AfterShip will automatically download the file and import the shipments

Click Save to finish the procedure

CSV Fields



To learn what each field in the template refers to, check our help article on importing CSV files.

All the fields in the CSV file need to be filled just like the examples given against each of the CSV field in the article.

CSV auto-fetch using Google Drive spreadsheet



Automatically import tracking numbers to AfterShip using Google Drive Spreadsheet via CSV Auto - Fetch . You can use google spreadsheet to use the CSV auto-fetch option.

Step 1: Prepare auto-fetch file


Download the AfterShip CSV Sample
Create a new Google spreadsheet
Copy the template from the sample sample CSV and paste it on the newly created sheet
Enter the required tracking data within the Google spreadsheet
Select Share
Choose the option Anyone with the link can view to make the spreadsheet public for people with the link, in this case AfterShip Tracking

Step 2: Upload the CSV file


The process is the same as the CSV auto-fetch. While adding in the Feed URL, just add the Google spreadsheet URL with the trackings you’ve created in the above step.



Additional considerations



tracking_number is the only compulsory field in the CSV, but it would be better if you input courier to ensure more accurate tracking
Keep the header untouched
If you are using excel for editing the CSV, please make sure you change format of the cells into text before editing. Otherwise, the tracking number will be truncated or the phone number "+" sign will be identified as a formula.



Make sure you save the file as a CSV



FAQ



1. Under what condition duplicate tracking numbers can be imported to AfterShip?


Duplicate or identical tracking numbers can be imported to AfterShip via CSV only when they have different carrier slugs. The same tracking number could have been assigned to shipments of different carriers, making them eligible to be imported to AfterShip dashboard via CSV manual, auto-fetch, and Google Spreadsheet upload.

Updated on: 30/01/2024

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