How to Import Deliveries

You can import delivery information into the merchant portal using the following Excel (.xlsx) or CSV files:

Trexity's import template

Watch our How To Import video:

1. Log in to the merchant portal, go to Import Deliveries in the menu, then download the CSV template.
   NOTE: If you are opening the template in Microsoft Excel, you may need to expand the row containing the headers in order to see the full header description. I.e. If you only see one word in the headers like "customer" or "order", click and drag the height of that row to make it bigger.
2. Fill in the fields as required and then save or export the spreadsheet as a CSV file or an Excel (.xlsx) file. 
   - Make sure to put a "yes" or "no" in the columns for delivery requirements as appropriate.
3. Go back to the merchant portal:
   - Choose the location you're shipping from in the drop-down field.
   - Enter your email address 
   - Click Import Deliveries, and upload your file.
4. Choose the location you're shipping from in the drop-down field (no change)
5. Enter an email — we will send confirmation when your import is ready for review.
6. Drag and drop or upload your CSV file — a pop-up will confirm your file is successfully accepted.
7. We will send you an email when your import is ready, and you will be notified if there are any delivery errors.
   1. If there are no errors, skip down to # 5.
   2. If there are errors, you can click “Resolve Issues” right from the email, or go back to the Imports tab in your portal, and click Resolve import issues in the menu.
   3. You will be brought to an interactive spreadsheet where you can edit the errors.
   4. Once the errors are resolved in a row, you may import that delivery.  
8. Your successfully imported deliveries will appear in the Routes tab under Drafts.

Shopify CSV export

You can pick specific Shopify orders that you want Trexity to deliver by exporting them. This option works if you don't want to integrate your Shopify store with Trexity:

1. Follow Shopify's instructions for exporting the orders you want delivered as a CSV: https://help.shopify.com/en/manual/orders/export-orders#export-orders.
   - NOTE: It's important to avoid altering the CSV between exporting from Shopify and importing into your merchant portal. Editing and resaving the file can sometimes change the format of important info like the Shopify ID number. 
2. Log in to the merchant portal, go to Import Deliveries in the menu and upload your file. Follow Steps 1 through 8 above.