Expandly: Help & Support

How can we help?

Logo1.png Uploading sales orders via CSV

Follow

Overview

Upload sales orders from a CSV file directly in Expandly.

Video

Coming soon.

Steps

Click Sales Orders (left menu) and then Manage Sales Orders

Expandly_-_Manage_sales_orders.png

1. On the Manage Sales Order page, click Create Order Expandly_-_Create_Order.png

and select Upload via CSV

2. On the Upload Orders via CSV page, download a sample CSV file by clicking the Sample File button (top right) Expandly_-_Sample_file.png or downloading from here

3. Open the downloaded file into Excel (or any other spreadsheet software)

The spreadsheet contains example sales orders, highlighting which fields must be completed

4. Complete the relevant information for your orders and save the file to your computer

1. On the Upload Orders via CSV page, click Browse to upload your saved spreadsheet

2. Once the orders have finished downloading, they will appear on the Manage Sales Orders page

Next Steps

Now you've uploaded orders via CSV into Expandly, you might want to:

Manage orders in Expandly

Manage reports in Expandly

Print shipping labels from Expandly

Send orders to Xero

Need more help?

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.

Contact us

Was this article helpful?
0 out of 0 found this helpful

Comments