The order upload file and CSV Mappings

In short

This lists the columns of an Order Upload file and what each result means. It also says how a CSV Mapping reads a client's own headings. Use it when you build a file or read an upload's results.

The file

• A CSV file, with commas or semicolons between values. A spreadsheet saved as .xlsx is refused, so save it as CSV first.
• The first row names the columns, in any order. Capitals, spaces, hyphens and underscores don't matter, so Order No and order_no match.
• Each other row is one order line. Rows with the same Client Order Reference make one order, in any capitals.
• The order's delivery details can be on its first row only. A later row may leave them blank, but may not give different ones.
• At most 5,000 rows in one file, and one client's orders only. Blank rows are skipped.
• A row with no reference, or with neither a product_code nor a quantity, refuses its order.
• Rows are numbered as a spreadsheet numbers them, with the headings as row 1.

Standard columns

A file with these headings needs no CSV Mapping.

Column	Needed	What it takes
client_order_reference	Yes	The client's own number for the order, such as #NT-50270
product_code	Yes	The product's SKU or one of its SKU Aliases, such as NTC-TEE-NVY-M
quantity	Yes	A whole number above zero
recipient	No	Who the order goes to
company	No	The recipient's company
email	No	The recipient's email, which some Carrier Services need
phone	No	The recipient's phone number
address_line_1	No	The first line of the address
address_line_2	No	The second line
town	No	The town or city
county	No	The county
postcode	No	A UK postcode, such as EH1 1YZ
country	No	GB or IM. Left blank, it is GB.
service_level	No	A Service Level's name, such as Next Day, or a value the mapping names. Left blank, the client's Default Service Level is used.

Northern Thread's order #NT-50270 for a tee and a pack of socks is two rows. Both give #NT-50270, with NTC-TEE-NVY-M on one and NTC-SOCK-3PK on the other. Only the first needs the delivery details.

A blank delivery detail doesn't refuse the order: it is taken in and held until someone fills it in.

CSV Mappings

A CSV Mapping matches a client's export headings to the standard columns, such as Order No for the reference. A client can have several, one for each shop or system it exports from.

Part of a mapping	What it holds
Client	The client it belongs to. It stays with that client.
Name	Such as the shop the export comes from, unique for the client
Column headings	The client's heading for each column. The reference, product and quantity columns are needed; leave the rest blank if the file has none.
Service Level values	What the file writes for each Service Level, such as NDD for Next Day. A value that is a Service Level's own name needs no row.

Account Managers and Admins keep them under Orders › CSV Mappings, with Add a CSV Mapping, Edit and Delete. Whoever uploads a file can also save a new one when Stockist asks them to map the columns.

Which mapping reads a file

The file's headings	What Stockist does
Hold every heading of one of the client's mappings	Uses that mapping. If several fit, it uses the one naming most headings.
Fit two mappings equally	Asks you to choose one.
Fit none, but use the standard columns	Reads the file by the standard columns.
Fit nothing	Asks you to map the columns, and saves the mapping for next time.

You can also choose a mapping in CSV Mapping before you check the file. The upload's page names the mapping it used.

The Result column

Download with results gives back the file with a Result column on every row of the order.

Outcome	Before you confirm	After you confirm
Taken in	Will be taken in.	Taken in as ORD-00000018.
Taken in and held	Will be taken in and held, with the hold and its reasons	Taken in as ORD-00000020 and held, with the hold and its reasons
Refused	Will be refused, with the reasons	Refused, with the reasons
Duplicate	Duplicate of the earlier order and its status: left out unless confirmed as a new order.	Duplicate of the earlier order and its status: not taken in.

Why a whole file is refused

Stockist shows "File refused" and creates nothing.

Reason	What to do
The file could not be read as a CSV file.	Save the spreadsheet as CSV, with the headings in the first row, and upload it again.
The file has headings but no rows of orders.	Add the orders' rows.
The file has more than 5,000 rows.	Split it into files of at most 5,000 rows, and upload each one.
The file has no column for the reference, the product or the quantity.	Add the column, or fix the mapping's heading for it.
This file was already uploaded and taken in.	Upload a file of the new orders only.