> For the complete documentation index, see [llms.txt](https://docs-shpf.bsscommerce.com/bss-b2b-quick-order-and-quotes/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-shpf.bsscommerce.com/bss-b2b-quick-order-and-quotes/quick-order/csv-upload-bulk-import.md).

# CSV Upload (Bulk Import)

The **CSV Upload (Bulk Import)** feature empowers B2B buyers to upload spreadsheets containing product SKUs and quantities to quickly populate massive orders in seconds. It bridges the gap between buyers' internal ERP/purchasing software and your Shopify store.

***

## 1. How the Bulk Import Flow Works

```mermaid
graph TD
    A["Buyer clicks Bulk Order Import"] --> B["Upload 1 or multiple CSV files"]
    B --> C{"Batch Validation & Catalog Lookup"}
    C --> D["Interactive Product Results Table opens"]
    D --> E["Buyer inspects items, edits quantities per row"]
    E --> F["Click Add to Cart"]
    F --> G["Items added to Cart with live B2B pricing"]
```

1. **Upload CSV File(s)**: Buyers drag and drop one or multiple `.csv` files into the bulk import modal.
2. **Batch Validation & Stock Lookup**: The app verifies SKU validity and inventory levels in real time.
3. **Interactive Results Table**: Displays verified active products with images, titles, SKUs, prices, and editable quantity fields.
4. **Add to Cart**: Buyers review the verified list and click **Add to Cart** to push all items directly to checkout.

***

## 2. Interactive Product Results Summary (QS-155, QS-192)

Instead of silently dumping products into the cart, the system displays a clear **Results Summary Table**:

### Key Summary Features:

* **Product Rows**: Each row displays the product thumbnail, title, brand, SKU, real-time unit price, and an editable quantity input box ($\ge 1$).
* **Total Variants Counter**: Displays the consolidated variant count cleanly in the footer.
* **Multi-File Merging**: If a buyer uploads multiple CSV files containing duplicate SKUs, quantities are automatically summed together.
* **Smart Inventory Handling**: If a product has out-of-stock variants, only the out-of-stock variants are excluded while all in-stock variants are preserved.
* **Invalid SKU Banner**: Any unrecognised or discontinued SKUs are isolated and listed in an informative warning banner without failing the rest of the import.

***

## 3. Required CSV Format

To ensure seamless importing, uploaded files must adhere to standard CSV formatting:

### 3.1 File Rules

* **File Type**: `.csv` (Comma Separated Values)
* **Encoding**: UTF-8
* **Header Names**: Must include exact column headers: `sku` and `quantity`

### 3.2 Sample CSV Structure

```csv
sku,quantity
TSHIRT-BLK-S,50
TSHIRT-BLK-M,100
TSHIRT-BLK-L,75
HOODIE-GRY-XL,20
```

{% hint style="info" %}
Provide your buyers with a downloadable **Sample CSV Template** pre-populated with real product SKUs from your store catalog.
{% endhint %}

***

## 4. Common Business Scenarios

| Scenario                       | Business Outcome                                                                                               |
| ------------------------------ | -------------------------------------------------------------------------------------------------------------- |
| **Weekly Warehouse Restock**   | A retailer exports 200 low-stock SKUs from their POS system and uploads the file directly to Quick Order.      |
| **Sales Rep Field Orders**     | Sales representatives maintain client Excel order sheets and upload them on the road in 1 click.               |
| **Purchase Order Re-ordering** | Corporate buyers import purchase order spreadsheets directly to populate their cart for streamlined invoicing. |
