Reference for CSV Data

To help you identify how shipping order data maps to the CSV template columns, here’s a reference of all template fields with brief descriptions and valid values.

This article covers:

• Mandatory Fields
• Additional Fields

Mandatory Fields

These fields are required for the system to distinguish and separate shipping orders. Mandatory fields include:

Column Name	Purpose	Valid Values
Warehouse	Source warehouse code	Preconfigured warehouse codes
Account_Shortname	Customer account abbreviation	Preconfigured account abbreviations
Partnumber	Part number to ship	Part numbers enabled for the specified warehouse/account

Note: If mandatory custom fields exist, they must also be populated for successful CSV imports.

Additional Fields

Optional fields that provide supplemental information for shipping orders:

Column Name	Purpose	Valid Values
Ship_To	Recipient account abbreviation	Preconfigured account abbreviations
Urgent	Priority warehouse processing	Y/Yes or N/No (default: N)
Bill_To	Billing account abbreviation	Preconfigured account abbreviations
Carrier	Shipping carrier abbreviation	Preconfigured carrier codes
Tracking_number	Shipment tracking number	Text (≤255 chars)
Purchase_order	Purchase order number	Text (≤255 chars)
Custom_1	Internal operational use	Text (≤255 chars)
Custom_2	Internal operational use	Text (≤255 chars)
Custom_3	Internal operational use	Text (≤255 chars)
Custom_4	Internal operational use	Text (≤255 chars)
Notes	Additional notes	Text (≤65,000 chars)
Requested_Quantity	Requested qty. to ship	Numeric
Packed_Quantity	Actual qty. to ship	Numeric
Location	Inventory location	Valid location in specified warehouse
Label	Specific inventory label	Existing label name matching part number/location
Line_Purchase_order	Part-specific PO number	Text (≤255 chars)
Line_Custom_1	Internal operational use	Text (≤255 chars)
Line_Custom_2	Internal operational use	Text (≤255 chars)
Shipping_Package_Qty	Number of packages	Numeric
Shipping_Package_Type	Package type	Preconfigured package type codes
Serial	Specific serials to ship	Comma-separated list (requires 'Link quantity with serials' configuration)
Estimated_Ship_Date	Planned ship date	Future date (YYYY-MM-DD format, e.g., 2024-03-20)
ShipAddress_name	Recipient name	Text (≤255 chars)
ShipAddress_email	Recipient email	Valid email format
ShipAddress_street1	Shipping address line 1	Text (≤255 chars)
ShipAddress_street2	Shipping address line 2	Text (≤255 chars)
ShipAddress_zip	ZIP code	Alphanumeric
ShipAddress_city	City	Text (≤255 chars)
ShipAddress_country	Country	Text (≤255 chars)
ShipAddress_phone	Recipient phone	Alphanumeric
ShipAddress_state	State/Province	Text (≤255 chars)
ShipAddress_isResidential	Residential address flag	Y/Yes or N/No (default: N)

The template may include additional fields depending on your system's custom configurations.