Import shipping rules in bulk/CSV file

Purpose: learn how to import a CSV file with shipping rules.

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When you're planning on adding a large amount of shipping rules, it might be faster to add them all to a CSV file and upload them all at once. This way you don't have to add each shipping rule individually. 

Step 1: Download/create a CSV template

Download the cheat list and CSV template

Shipping rules can only be added by a specific format. Therefore, the CSV template has been created. Next to that, the template needs user specific IDs. You can get these from your own cheat list.

You can download the cheat list and CSV template at:

1. In your Sendcloud panel, go to Shipping > Shipping rules
2. Click Upload file
3. Click Download template
4. Click Download cheat list

Create a CSV template

If you want, you could also create your own CSV file. Make sure to open a sheet in Excel, Google Sheets, or Numbers. The column names you want to add are:

Columns

• Rule name
• Condition and or 
• Condition 
• Operator
• Condition Value
• Action
• Action Value

Rows

With the guidance of the columns, you can now fill out a shipping rule per row. Continue reading at Step 2 to learn more. The options you'd otherwise select in the panel at Settings > Shipping rules > Create new rule/Edit, are the same options you fill out in the CSV file. If you need help setting up a shipping rule, please refer to this article.

Step 2: Fill in the CSV file

After you've created or downloaded the CSV file template, it's time to start filling it on. 

• Rule name - pick a name that describes your shipping rule best
• Condition and or - only fill this in when you use more than one condition; use one of the following options: 'And' 'Or'
• Condition - (see table):
   Condition table

  In the table below you can see the condition at 'Name' and the code of that condition at 'Code'. Fill in the code of the condition that applies to your shipping rule. When the condition is a country, please use the ISO code.

  Name	Code
  Integration	integration
  Item name	item_name
  Item SKU	item_sku
  Company name	name_2
  Order number	order_number
  Item Quantity	order_quantity
  Order Status	order_status
  Total parcel item value	order_value
  Payment status	payment_status
  Postal code	postal_code
  Sender address	sender_address
  To Country	shipping_country
  Checkout delivery method	shipping_method_name
  Weight (kg)	weight

• Operators per condition - (see table):
  
  Operators per condition table:

  In the table below you can see what operators are supported for what conditions:

  Conditions:	Operator name	Operator code
  Integration	Is/Is not	eq/ne
  Dynamic Checkout Method	eq/ne	dynamic_checkout_delivery_method
  Payment status	Is/Is not	eq/ne
  Postal code	Contains/Does not contain/Ends with/Is/Is not/Starts with/in/Not in	in/not_in/ends_with/eq/ne/ starts_with/in_list/not_in_list
  Company name	Contains/Does not contain/Ends with/Is/Is not/Starts with*	in/not_in/ends_with/eq/ne/ starts_with
  Item name	Contains/Does not contain/Ends with/Is/Is not/Starts with	in/not_in/ends_with/eq/ne/ starts_with
  Item SKU	Contains/Does not contain/Ends with/Is/Is not/Starts with/in/Not in	in/not_in/ends_with/eq/ne/ starts_with/in_list/not_in_list
  Order number	Contains/Does not contain/Ends with/Is/Is not/Starts with	in/not_in/ends_with/eq/ne/ starts_with
  Order Status	Is/Is not	eq/ne
  Item Quantity	Greater or equal than/Greater/Is/Is not/Less or equal than/Less than	ge/gt/eq/ne/Ie/It
  Total parcel item value	Greater or equal than/Greater/Is/Is not/Less or equal than/Less than	ge/gt/eq/ne/Ie/It
  Sender address	Is/Is not	eq/ne
  To Country	Is/Is not	eq/ne
  Checkout delivery method	Contains/Does not contain/Ends with/Is/Is not/Starts with	in/not_in/ends_with/eq/ne/ starts_with/
  Weight (kg)	Greater or equal than/Greater/Is/Is not/Less or equal than/Less than	ge/gt/eq/ne/Ie/It
  Carrier	Carrier	is (eq)/is not (ne)
  Customer email	email	contains (in) / does not contain (not_in) / is empty (empty) / pattern match (fnmatch)
  Phone number	phone	does not start with (doesnt_start_with) / is empty (empty) / pattern match (fnmatch) / starts with (starts_with)

• Condition Value - this is an open answer containing numbers/letters 
• Action (see table):
  
  Action table

  In the table below you can see what actions are supported and how they need to be formatted in the CSV file. Fill in the code of the Action you want to use. When the action is a shipping method, use the shipping method ID.

  Name	Code
  Use box	box
  Insure shipment by	insurance_pc
  Set Item HS Code	set_item_hc
  Set Item Origin Country	set_item_origin_country
  Set number of parcels	set_parcel_number
  Ship with address	set_sender_address
  Ship with	set_shipping_method
  Set weight	set_weight
  Set customer email	set_email
  Set item value	set_item_value
  Set item weight	set_item_weight
  Phone number	set_phone
  Use shipping contract	use_shipping_contract

• Action Value - this is an open answer containing numbers/letters 

Step 3: Upload CSV file

1. Go to Shipping > Shipping rules
2. Click on Upload file
   
   
3. Drag your file into the screen:
   
   
4. If the file was successfully uploaded, a green pop-up should appear:
   
   
   
   If the file can't be uploaded, an error screen and a red pop-up will appear:
   
   
   
   The red pop-up shows a list of issues in the file. Make sure to solve these issues before you try to upload the file again.

Step 4: Edit or delete

Once your file is successfully uploaded, your shipping rules will be visible.

Activate or deactivate shipping rules:  

Change the order of the shipping rules: ^⌄

Edit or delete shipping rules: ⋮

Examples

Scroll down for the downloadable CSV files.

Related articles

→ Automate your workflow using Sendcloud Shipping Rules

→ How can I import CSV/bulk order?

Downloads: