How to Import Orders via CSV Auto-fetch
Plans: All plans Platforms: All platforms
With CSV auto-fetch, you don't have to upload a CSV file every time because we will automatically fetch order and tracking details as per your import rule and time settings.
In this tutorial, we will introduce:
How to set up CSV auto-fetch
View import logs
Go to Orders under Tracking dashboards 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 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 (optional), 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 orders
Click Save to finish the procedure
Your newly created rules will display on the CSV auto-fetch dashboard
Choose the rule you need to edit and click on it go to the rule pop-up page to edit it
Do the required changes and click Save to finish modifying the rule
Click Delete for the rule you want to delete
Click Delete again in the secondary confirmation and the rule will be deleted
The import log dashboard gives a detailed view of your one-time and auto-fetch CSV import logs.
Go to Orders under Tracking dashboards in the AfterShip Tracking admin
Click on CSV import and select the View logs option
If you haven’t imported any order yet, no logs will appear. If you have, the dashboard will display the following information.
Feed URL: The name of the CSV import file
Feed type: The method used to import orders
Import to: The platform where the file was imported
Processed time: The date and time when the fill was processed
Processed: The total number of orders in the file that are meant to be imported
Succeeded: The total number of orders that are successfully imported
Failed: The total number of orders that failed to be imported
Error log: The reason behind the unsuccessful order import which you can see by downloading the log.
Find the failed reason under the reason column, rectify it, and import the file again.
Overview
With CSV auto-fetch, you don't have to upload a CSV file every time because we will automatically fetch order and tracking details as per your import rule and time settings.
What you'll learn
In this tutorial, we will introduce:
How to set up CSV auto-fetch
View import logs
Set up CSV auto-fetch:
Go to Orders under Tracking dashboards 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 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 (optional), 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 orders
Click Save to finish the procedure
Your newly created rules will display on the CSV auto-fetch dashboard
Edit the CSV auto-fetch import rules
Choose the rule you need to edit and click on it go to the rule pop-up page to edit it
Do the required changes and click Save to finish modifying the rule
Delete the CSV auto-fetch import rules
Click Delete for the rule you want to delete
Click Delete again in the secondary confirmation and the rule will be deleted
View import logs
The import log dashboard gives a detailed view of your one-time and auto-fetch CSV import logs.
Go to Orders under Tracking dashboards in the AfterShip Tracking admin
Click on CSV import and select the View logs option
If you haven’t imported any order yet, no logs will appear. If you have, the dashboard will display the following information.
Feed URL: The name of the CSV import file
Feed type: The method used to import orders
Import to: The platform where the file was imported
Processed time: The date and time when the fill was processed
Processed: The total number of orders in the file that are meant to be imported
Succeeded: The total number of orders that are successfully imported
Failed: The total number of orders that failed to be imported
Error log: The reason behind the unsuccessful order import which you can see by downloading the log.
Find the failed reason under the reason column, rectify it, and import the file again.
Updated on: 04/06/2024
Thank you!