Importing Ship Tos

Easily add multiple Ship To addresses an existing Accounts using the importer in the Ship To Tab within the Account screen. Or update multiple Accounts' Ship Tos using the main Account Importer.

The Template

Please use the Guide for instructions on what each column header means and required fields.

How To Use This Template

Please Save a Copy of this template below.
The Template will have 2 Tabs:

• Guide - This tab will provide requirements and tips for each column in the template.
• Blank Template - This tab will only contain the column headers for you to copy/paste your data into.

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Click Here to Save A Copy Of This Ship Tos Template to your Google Drive

Or click here to download the Blank Template as CSV

Using the Importer

Step 1: Prepare your file for import

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Save Your File as a Comma Delimited CSV

If using Excel there are several CSV options. Please use CSV (Comma Delimited) (*.csv)

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If you omit either the location_id or ship_to_id, a new record will be created.

By providing the ID for the Account Location or its Ship To Addresses, you are choosing to modify an existing location or address.

Step 2: Click on the Importer Icon in the Ship To tab.

From here you can upload your file, use the Append Import behavior to check data.

When there are no import errors, click Import

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If updating or re-importing Ship Tos, please use the Replace import behavior

If address columns exist in the spreadsheet, Append may duplicate addresses that have already been imported if you do not include the ship_to_id of the address you are changing.

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You may import Ship Tos for multiple Accounts using the main Accounts Importer. Account_id is required.