Excel Upload user Guide

Excel Upload user Guide

Purpose

This SOP outlines the standardized process for uploading bulk shipments on the Eshipz platform. It ensures accuracy, consistency, and efficiency in processing large shipment volumes while minimizing errors.
Scope
This procedure applies to all eShipz customers who wish to the Bulk excel upload to reduce the load of adding again and again.

Prerequisites

Before initiating a bulk upload, ensure:
  1. You have valid login credentials for the Eshipz platform.
  2. The bulk upload template (usually .csv or .xlsx) is available.
  3. All shipment data is accurate, complete, and formatted as per Eshipz guidelines.
  4. Required fields such as Order ID, Customer Details, Address, Pin Code, Weight, Dimensions, Carrier/Service Type etc., are correctly filled.

Step-by-Step Procedure: Enabling OTP Mandatory

Step 1: Login to Your eShipz Account

1.  Open the eShipz platform (https://app.eshipz.com/login)

2. Enter your registered email address and password

3.  Click the "Login" button


What you should see: Your eShipz dashboard

Step 2: Navigate to Excel Upload

Click on the excel upload and then select the order. Then you can download our template. 


Step 3: Fill the Template
  1. Open the downloaded template.
  2. Enter the shipment details in their respective columns.
  3. Ensure:
  1. No mandatory fields are left blank.
  2. No special characters or unsupported formats are used.
  3. Pin codes, phone numbers, and product values are correctly formatted.
  4. SKU, weight, and dimensions follow the required units (kg, cm, etc.).
  1. Save the file in CSV or XLSX format as required.

Step 4: Upload the File
Go back to the Eshipz Bulk Upload screen.
Click on Select File / Browse.
Select the prepared shipment file.
Click Upload.


Step 5: Validate the Upload
The system will process the file and display a validation summary.
Once successful you will receive message.



Step 6: Click on Import your Order. 
Once the file shows all rows validated successfully, click on Import your order.
It will take you to the my order page where you can see the shipments details that we uploaded through bulk upload 


Select the Check Box, then you can Create Shipment or You can click on the Truck icon both is the same. 


Step 7: Create shipment 
Verify that all uploaded orders details are visible and correctly placed. if something shown in the red colour then we need to fill.

 
Step 8: Fetch Service
Once done with all the details click on Fetch service to select the Courier Partner it will show Bluedart and once selected then Book & Generate the label. 


For questions or feedback, please contact: hello@eshipz.com and bluedart@eshipz.com


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