How can I log multiple (bulk) deliveries?

  • Updated

If you're managing customer orders on paper or in an Excel sheet, you can use Sherpa's Standard Bulk Upload feature to import orders into the platform.

Here's a quick video tutorial!


Follow these steps:


Bulk Upload

Access Bulk Upload

In the left navigation, go to Bulk Upload > Standard Bulk Upload.



Download the Import Template

  • Download the template provided by Sherpa.


Prepare Your Spreadsheet

  • Open the template file in a spreadsheet editor.
  • Delete the sample data rows, but do not delete the header row.
  • Add your order details, with each order on a new row. Refer to the instructions table for mandatory fields and allowed values.


Save the file as a CSV.

Upload Your File

  • Return to the Sherpa web platform.
  • Click "Select File" and choose the CSV file you just saved.
  • Click "Import File Now".


Check for Errors

  • If there are no errors, your jobs will be successfully imported and displayed in the Current Deliveries view.
  • If there are errors, they will be displayed with details. For example:



Line 1: The ready date or time is in the incorrect format (should be yyyy-mm-dd).


Line 2: The pickup phone number is in the incorrect format (should be a number and between 2-20 characters).


Fix and Re-upload

  • Correct the errors in your CSV file.
  • Re-upload the corrected file.


Ensuring Correct File Format

  • All bulk upload files must be in CSV UTF-8 format. If you get an error like "invalid byte sequence in UTF-8", the file format is incorrect.
    • Excel: Go to File > Save As and select "CSV UTF-8" for the file format.
    • Google Sheets: Select Download as "Comma-separated values" which defaults to CSV UTF-8.


Column Headers

  • Ensure the column headers in your CSV match exactly with those in the template file.

For additional guidance, watch the quick video tutorial provided in the Sherpa platform.

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