Payments, Invoices & Estimates

Import Orders CSV File - Field formats

This document will walk you through how to prepare and upload a CSV file to import orders into the system. Follow the format and instructions below to ensure a successful import.

File Requirements

The file must be in .csv format.

The column headers must exactly match those provided in the sample file.

Each row represents a single order item. If an order contains multiple line items, each line item must be a separate row, with all order-level fields repeated.

All required fields must be filled in to avoid upload errors.

CSV Column Descriptions and Examples

Column NameDescriptionExample
Customer First NameFirst name of the customer.Jane
Customer Last NameLast name of the customer.Smith
Customer EmailCustomer’s email address.[email protected]
Customer PhoneCustomer’s phone number (include country code if available).+14155552671
CurrencyCurrency used for the order (ISO code).USD
SubtotalTotal cost of the order before tax, discount, and shipping.120.00
DiscountAny discount applied to the order.10.00
Total Tax AmountTotal tax amount charged.8.40
AmountFinal amount paid for the order (Subtotal Discount Tax).118.40
Order DateDate the order was placed (format: DD/MM/YYYY).25/01/2025
Order TimeTime the order was placed (24-hour format HH:MM).12:45 AM
Payment MethodMethod used to pay (e.g., Credit Card, PayPal, Cash, ACH).Credit Card
Payment ProviderThe payment gateway or provider who facilitated the transactionStripe
Line Item NameName of the individual item in the order.Blue T-Shirt
Line Item QuantityQuantity of the individual line item.2
Line Item PricePrice of the item (per unit, before tax/discount).25.00
Address Line 1Address Line 1 of the Buyer's Address123 Main St
CityCityof the Buyer's AddressSan Francisco
StateStateof the Buyer's AddressCA
CountryCountryof the Buyer's Address(ISO 2-letter or full name recommended)US
Postal CodePostal Codeof the Buyer's Address94105

⚠️ Common Upload Errors to Avoid

Incorrect or missing date/time formats.

Currency not in ISO 3-letter format (e.g., use , not ).

Email or phone numbers in invalid formats.

Orders with multiple line items not grouped correctly.

Amount mismatch: Ensure .

Turn what you just learned into a plan

Answer 40 quick-fire questions and our AI builds you a personalized growth snapshot for NZ$27 — yours to keep.

Get My NZ$27 Snapshot →