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
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 |
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.
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