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.