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CSV/Portal Specs

Here are the CSV files you can use to mass import acknowledgements, shipments and invoices within the portal.

 

(1) Acknowledgements

This will allow you to create multiple acknowledgements for multiple POs all at once within the portal. Please see the following docs:

  • Step by step guide: This will show you how to set these up and use the export tool to minimize the amount of data you need to re-key into a spreadsheet to import
  • CSV template: This is an example template that can be used for imports. It’s important to read the above guide first as using the exporting feature in the portal - in concert with the import - will save you a lot of time!

 

(2) Shipments

This will allow you to create multiple shipments for multiple POs all at once within the portal. Please see the following docs:

  • Step by step guide: This will show you how to set these up and use the export tool to minimize the amount of data you need to re-key into a spreadsheet to import
  • CSV template: This is an example template that can be used for imports. It’s important to read the above guide first as using the exporting feature in the portal - in concert with the import - will save you a lot of time!

(3) Invoices

This will allow you to create multiple invoices for multiple POs all at once within the portal. Please see the following docs:

  • CSV template: This is an example template that can be used for imports