CSV Upload (Bulk Import)
This feature lets your B2B buyers upload a CSV file with product codes and quantities, so they can build large orders in seconds instead of adding items one by one. It is ideal for repeat buyers who already manage product lists in Excel, ERP, or purchasing systems.
1. How it works
Instead of searching and adding items one by one, the process is streamlined:
Prepare: The buyer downloads the sample CSV template and fills it with their order details (usually exporting data from their own system).
Upload: On the Quick Order page, they click the "Bulk Order Import" button and select their file.
Validate: The app instantly reads every line.
Valid items are added to the cart immediately.
Invalid items (wrong SKU, negative quantity) are skipped.
2. Required CSV Format
For the upload to work, the file must follow a specific format.
2.1. File Rules
File Type: Must be .csv (Comma Separated Values).
Encoding: UTF-8.
Data: Plain text and numbers.
2.2. Columns & Headers
The file must have a header row with the exact spelling.
Required Column A: sku (or the specific product identifier used in your store).
Required Column B: quantity (must be a positive number).
Example CSV Content:
sku,quantity
TSHIRT-RED-L,50
TSHIRT-BLU-M,20
PANTS-DNM-32,10Pro Tip: We strongly recommend providing your customers with a Sample Template. They can download this directly from the Quick Order page to ensure they use the correct format.
3. Common Business Scenarios
Here is how your customers will likely use this feature:
Scenario
How it helps
Weekly Restocking
A retailer exports a list of low-stock SKUs from their own POS system and uploads it to your store.
Result: Restocking 200 items takes 3 seconds.
Sales Rep Orders
Your sales reps keep an Excel template for each client. After a visit, they update the quantities in the file and upload it to the store.
Result: Fewer typing errors and faster order entry.
New Customer Setup
You send a new B2B partner a "Starter Pack" CSV file. They adjust the quantities to fit their budget and upload them to place their first opening order.
Result: Simple onboarding for new wholesale accounts.
Project/Tender Orders
A project manager plans their material list in a spreadsheet over several weeks. When the project is approved, they upload the final list to buy everything at once.
Result: Aligns with how project teams work.
By enabling CSV Upload, you bridge the gap between your buyers’ internal tools (Excel, ERP, purchasing systems) and your Shopify store's Quick Order experience. This simple feature removes the friction of manual entry, eliminates errors, and empowers your best customers to place massive orders in seconds.
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