Uploading tracking numbers into Offset orders can be done via an import upload feature from an Excel spreadsheet.
To compile all the data to build this upload sheet, wineries have been receiving shipment exports/manifests in Excel from their fulfillment houses with everything needed to copy/paste.
You will need to build an Excel spreadsheet, compiled with details for the orders you wish to update with shipment tracking. You can keep that as a template. Then copy/paste new data when you get it for the next round of shipments and save it as a new file with the date so you can keep track of all the upload/imports you do.
**Very Important**—The spreadsheet/template has to be saved in a particular format called MS-DOS Comma Separated .csv
You will need six columns in the order below, with these headers...and the headers are case sensitive:
“id” is the order number and is Column A
“TrackingNumber” is the tracking number and is Column B
“DateShipped” is formatted as YYYY-MM-DD and is Column C
“ShipToName” is client first name and last name and is Column D
“Carrier” could be UPS, FedEx, or GLS and is Column E
“ShipMethod” could be Ground, Overnight, Priority Overnight, 2Day Air, etc and is Column F
**Very Important**—All the column headers in the spreadsheet need to be exactly as you see above. In the first column, the “i” in “id” has to be lower case. If you change it to upper case the upload won’t work. Be wary my friends because that small dot above the i can be tough to see! However, the capital letters in the following columns do need to be present. If you don’t have the capital letters in columns B-F the upload won’t work.
An important note regarding .csv files: If Column B (TrackingNumber) is automatically switching FedEx tracking numbers into exponential numbers (that look like this - 4.3563E+11), you have to expand the column size and adjust the formatting to show the full number. After you do that, save the file again, but keep the file open when performing the upload function. If you close the spreadsheet a .csv file will not save formatting changes and the tracking number will revert to an exponential number. Hence, your upload will have a tracking number link that won’t work. Below, the top entry shows what happens when you close a .csv file before uploading. The second entry is how it should look in the order, uploaded while the .csv file is still open on your screen:
After building the import spreadsheet, you go to the main Orders page of your Offset account. In the upper right of the page is a red drop down titled “Actions”. You select “Import Tracking Numbers” and upload the file (which is still open on your screen). Then each order will have the data embedded.
**Very Important**—We recommend you run a test upload with 2-3 lines of data before uploading hundreds. That way you can see if the tracking data populates to the orders properly, confirming that our upload spreadsheet is set up correctly. If there is a mistake in the spreadsheet, and you upload 100s of tracking numbers, they can only be removed one by one on each order details page in Offset.