All about importing direct-to-consumer orders

There are 2 ways to get your direct-to-consumer orders into ShipCompliant in bulk: Automatically from your fulfillment house via web services, or by manually importing them into ShipCompliant. This article is about how to manually import direct-to-consumer orders in bulk.

In this article, we’ll discuss preparing, uploading and saving orders, as well as resolving errors. Also, we’ll answer common questions that users have are discussed in this article. For example, know that:

1. Successful orders are imported automatically.
2. Failures are quickly resolvable with ShipCompliant’s concise error report.
3. You can re-import any failed orders after resolving issues like missing products.

Order import templates

To import, you must have an import file that maps to ShipCompliant. The ShipCompliant Direct Order Import (1011).xlsx is the import template for direct-to-consumer orders.

1. Go to Orders, then Enter Direct Orders.
   
   
   
   
2. Click Download Order Import Templates.
   
   
   
   

Preparing your order information

1. Using your order data (for example, from an order management system), add all available order information to the ShipCompliant Order Import Template.  
2. Use the Example and Descriptions sheets within the import template as a guide.
   
   
   
   
3. Save your file import, and rename it to describe the orders included.

Uploading your orders

1. In ShipCompliant, click Orders, then click Enter Direct Orders.
   
   
2. 
   
   
3. Click Choose File.
4. Select your saved file import (.xlsx) to upload.
5. Set the Spreadsheet Mapping to ShipCompliant. 
   
   
   
   
6. Choose your Order Source.
   • Orders are from my tasting room.
   • Orders are from a third party provider.
     • Sovos ShipCompliant offers API integrations with many Third Party Providers (TPP’s). However, if you need to manually import orders from an integrated or unintegrated TPP, select this option and designate your TPP.
7. Choose compliance check and saving options.
   • Check for Compliance performs a compliance check, but doesn’t save the import once the compliance check is complete.
   • Save Order (Do NOT Check for Compliance) is typically used for historical orders that have already shipped.
   • Check for Compliance and Save Order (if Compliant) is a popular option.
     • If there are any non-compliant orders, you’ll have another chance to decide if you want to save these, or only save the compliant orders.
8. Review the additional optional and advanced settings.
   • Read this article for more information about advanced settings.
9. Click Continue.
   
   
   
   

Reviewing pending order issues

After completing the Import New Order File step, you’ll be automatically directed to the Pending Order Imports screen.

• If you selected either Check for Compliance option under Import Details, pending order imports go through address validation, product validation, and compliance checks.
  

  Click Refresh Errors if you see that there are errors but don’t see any details.

• Address errors
  • Suggested address changes come from our address validation service.
  • Follow the system prompts to edit addresses.
  • Read more about address validation.
• Product errors
  • You can add products from this page, or edit/add products under Setup.
  • Watch this short video to learn more about adding products.
• Compliance errors
  • If you get a compliance failure, an order didn’t pass one or more compliance rules for that state.  
  • Read the details of the compliance check results to best address each failure.
• If you click away from Pending Order Imports, you can get back to it.
  • Click Orders, then Enter Direct Orders. Then click the Pending Order Imports tab.
  • Alternatively, go to Operations to address pending processes.
    
    
    
    

Saving (or not saving) your orders

1. Your orders are automatically saved if both of the following are true:
   • You chose to Save your orders as outlined in step 7 of the prior section, Uploading your orders.
   • There are no outstanding import errors.
2. If any order fails the compliance check, you have 3 save options. 
   • All Shipments 
     • All compliant and non-compliant orders are saved.
   • Compliant Shipments Only
     • Non-compliant shipments aren’t saved. You can fix these and upload them again later.
   • None 
     • No shipments are saved. You can make adjustments and upload the orders again later.
3. Click Commit Shipments.
   
   
4. In Closed Order Imports, you can view all saved orders (a.k.a. committed shipments).
   • Here you can also:
     • View compliance results of the orders.
     • Export the orders.
     • The export includes all orders in the import file, not just the compliant orders.
       
       
       
       

Troubleshooting

Common import issues

• Copying and pasting data from other sources onto a previously utilized spreadsheet may result in import errors.
  • Check the format (text, date, number, etc.) of the copied cells if you’re unable to import.
• Make sure that the below is true:
  • Dates follow an MM/DD/YYYY format.
  • Billing and shipping name details are provided.
  • Email addresses are properly formatted.

Compliance failures

• Label registration compliance failures are one of the most common and preventable errors. Read more about troubleshooting label registration compliance failures.

Want more on DtC orders? Check out our recent webinar, ShipCompliant University: Life Cycle of DtC Orders –  https://event.on24.com/wcc/r/3988481/FB7AB252736C284651B80D0D12B8ADFD

Want more on reporting? Check out our recent webinar, ShipCompliant University: DtC Reporting - Common Questions, Errors, and How to Address Them – https://event.on24.com/wcc/r/3908392/7F00FDB9D3DD540A9B652368C9E2C0C4

• ShipCompliant - Direct Order Import (1011).xlsx20 KB