How to Import Orders via CSV file in Webgility Desktop
This article helps Webgility Desktop users import large batches of orders from external sources into Webgility Desktop using CSV files. It provides a step-by-step guide to preparing the import file, mapping required fields, and efficiently importing orders.
Steps to Import Orders via CSV
1. Launch the CSV Import Tool
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Go to the Orders tab from the Webgility Dashboard.
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Select Import From CSV to begin the process.
2. Start the Import Wizard
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In the popup window, click Next to proceed to file selection.
3. Select Your CSV File
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Browse your system to locate the prepared CSV file.
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Click Next to continue.
4. Map Fields for the First Time
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The next screen will display fields from your CSV file.
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Match each CSV column to the correct Webgility order field.
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Required fields are shown in bold and must be mapped.
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Use dropdowns to choose the correct field names.
Note: If any fields are duplicated, mappings will not be saved.
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After mapping, click Next.
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A confirmation will appear stating your mapping has been saved for future use.
5. Review and Import Orders
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Review the imported order list.
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Select individual or multiple orders for import.
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Optionally, set the Payment or Shipment status before clicking Import Orders.
Notes
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Required fields typically include:
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Order Number
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Order Date
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Order Total
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SKU
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Product Name
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Webgility will remember your field mapping for future imports.
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For any field issues, double-check your CSV format and header names.