Importing waybills
Bulk entry goes through one door: Import, at the top right of the waybill list.
One row is one package
This is the part everyone gets wrong, so learn it first:
Each row in the CSV is a package, not a waybill.
Rows are grouped into waybills like this:
- rows sharing the same External Waybill No become one waybill with several packages;
- when External Waybill No is empty, rows with the same sender account and the same recipient are grouped together.
So a consignment of three pieces is three rows carrying the same external waybill number.
Steps
- Click Import on the waybill list.
- Click Download Sample CSV for a template with headers and example rows.
- Fill in your data, and:
- do not edit, rename or reorder the header row;
- delete the guidance and example rows before importing.
- Choose your CSV File.
- Pick a Service (required) — what these waybills are sold as.
- Pick a Route (Optional). When only one route is available it is selected automatically and marked as such.
- Confirm the import.
Filling in the sheet
| Rule | Detail |
|---|---|
| Required columns | Sender account code, recipient name, phone, address |
| Optional columns | Leave unused ones empty — don't delete the column |
| Units | Weight in kg, length/width/height in cm |
| Numbers | Digits only, no units |
| Country | Only supported countries; a bad value is flagged in validation |
Validation and results
The whole sheet is validated first. Problems are listed per row, for example:
- Row N: Recipient Name is required
- Row N: Recipient Address is required
- Row N: Sender Account Code is required
- Row N: Unsupported country
- Row N: Unknown add-on service
Nothing is imported while validation fails. Fix the sheet and upload again.
Once it passes, the import runs and produces Import Results: how many waybills (and packages) succeeded, and how many failed. The two are listed separately, with a reason against each failure.
:::tip Try a sample first The first time you use a new template, import a dozen rows. Confirm the fields land where you expect before sending the whole sheet. :::