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How to Upload Orders Using a CSV File in VESYL

Here’s a step-by-step guide to get your orders into VESYL quickly and accurately.

Updated today

VESYL’s Order Management system makes bulk order uploads seamless and efficient by supporting CSV file imports with flexible mapping and import options. Here’s a step-by-step guide to get your orders into VESYL quickly and accurately.


Step 1: Navigate to the Import Page

  • From your VESYL dashboard, go to the Import page via the main menu.

  • Upload your CSV file by either dragging and dropping it onto the upload area or clicking to browse your device and select the file.

The import page open and highlighted in the sidebar on the left

Step 2: Confirm File Upload & Set Mapping

  • Once uploaded, your CSV file will show with a Ready status.

  • Under the Mapping column, you can:

    • Select an existing mapping if you’ve imported a similar file before, or

    • Create a New Mapping to define how your CSV columns correspond to VESYL order fields.

      A page showing once the CSV is uploaded, the ready status and create new mapping option in the drop down

Step 3: Creating a New Mapping

  • When creating a new mapping, set the Separator to Comma (comma-delimited) to match your CSV format.

  • Map each CSV column header to the corresponding VESYL order field (e.g., Order ID, Shipping Address, Product SKU, Quantity, etc.).

  • Save the mapping for future imports to streamline this process.

The new mapping pop up showing the settings options

Step 4: Import Your Orders

  • Back on the Import Orders page, select your desired mapping from the dropdown.

  • Click Import to start the process.

The import orders page showing the status ready with the import button highlighted

Step 5: Understand Import Options

You will see two optional checkboxes before importing:

  1. Run Automations

    • If checked, VESYL will run all imported orders through your predefined automations—helping apply rules or workflows automatically during import.

  2. Transactional Import

    • If checked, the import will fail completely if any order in the file is invalid.

    • If unchecked, VESYL will import all valid orders and skip invalid ones, which means some orders might not be imported.

Both options are optional and can be left unchecked depending on your workflow preferences.

The pop up showing the run automations option and the transactional import options that can be opted out of by a simple check box

Step 6: Review and Manage Imported Orders

  • Once the import completes, you will see a summary showing how many orders were successfully imported.

  • In the top-right corner of the import screen, there’s a Delete button—this will remove all orders from the current import batch in VESYL if you need to start over or correct errors.

The page showing the the completed import with summary of number of imported orders and import number

Why Use CSV Import in VESYL?

  • Bulk Upload: Save time by importing hundreds or thousands of orders at once.

  • Flexible Mapping: Customize how your CSV data aligns with VESYL fields for maximum accuracy.

  • Automation Integration: Combine with VESYL’s automations for streamlined workflows.

  • Error Handling: Choose transactional imports for strict data integrity or flexible partial imports.


Pro Tips for Smooth CSV Uploads

  • Always validate your CSV file format and data accuracy before import.

  • Save mappings for different order sources to reduce setup time.

  • Use VESYL’s order management features post-import to track, split, merge, and fulfill orders efficiently (Learn more).


Summary

  • Upload CSV orders via the Import page with drag & drop or file search.

  • Map CSV columns to VESYL fields, saving mappings for reuse.

  • Choose import options for automation and error handling.

  • Manage imported orders and delete batches if needed.

Need help creating mappings or troubleshooting your CSV import? Contact us.

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