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Bulk Importing Orders

Bulk Importing Orders into CODRocket

When you have a large volume of orders to process, entering them one by one is inefficient. CODRocket's bulk import feature allows you to upload dozens or hundreds of orders simultaneously from a CSV or Excel file. This is especially useful when migrating from another system, importing orders from offline sales channels, or processing large batches from marketing campaigns.

CODRocket help center guide - Bulk Importing Orders

Preparing Your Import File

Before importing, you need to prepare your data in the correct format:

  1. Go to Orders > Import
  2. Click "Download Template" to get the CSV template
  3. Open the template in Excel, Google Sheets, or any spreadsheet application

Template Columns

ColumnRequiredFormatExample
customer_nameYesTextAhmed Benali
phoneYesText/Number+212612345678
phone_2NoText/Number+212698765432
cityYesTextCasablanca
addressYesText123 Bd Mohammed V, near Marjane
product_nameYesTextWireless Headphones
quantityYesNumber1
priceYesNumber299.00
delivery_feeNoNumber35.00
notesNoTextCall before delivery
sourceNoTextFacebook

Import Process Step by Step

  1. Upload the file: Click "Choose File" and select your prepared CSV or Excel file
  2. Column Mapping: CODRocket automatically maps columns based on headers. Review the mapping and correct any mismatches
  3. Validation Preview: The system validates every row and shows you a preview with any errors highlighted in red. Common errors include missing required fields, invalid phone number formats, and unrecognized city names
  4. Error Resolution: Fix any errors either in the preview interface or in your original file and re-upload
  5. Confirm Import: Once all rows pass validation, click "Import Orders" to create them all

Handling Multi-Product Orders

If an order contains multiple products, use one row per product line with the same customer details. CODRocket intelligently groups rows with identical customer phone numbers into a single order with multiple line items.

Import Limits and Performance

  • Maximum rows per import: 5,000 orders per file
  • Supported formats: CSV (.csv), Excel (.xlsx, .xls)
  • Processing time: Typically 1-2 minutes for 1,000 orders
  • Duplicate detection: The system warns you about potential duplicate orders based on matching phone number and product within the last 24 hours

Post-Import Actions

After a successful import, all orders are created with "New" status. You can then:

  • Use bulk actions to assign orders to drivers or change statuses en masse
  • Filter imported orders by the import batch date for easy identification
  • Export a summary report of the import for your records

Common Import Issues and Solutions

  • Encoding problems with Arabic text: Save your CSV file with UTF-8 encoding. In Excel, use "Save As" and select "CSV UTF-8"
  • Phone number formatting: Ensure phone numbers include the country code or follow a consistent format
  • City name mismatches: Use the exact city names as configured in your delivery zones

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