Importing deliveries

You can import delivery information into the merchant portal using the following Excel (.xlsx) or CSV files:

Trexity's import template

1. Log in to https://merchant.trexity.com, go to Import Deliveries in the menu, then download the CSV template.
   NOTE: If you are opening the template in Microsoft Excel, you may need to expand the row containing the headers in order to see the full header description. I.e. If you only see one word in the headers like "customer" or "order", expand the height of that row.
2. Fill in the fields as required and then save or export the spreadsheet as a CSV file or an Excel (.xlsx) file. 
   - Leaving the "Scheduled Date" column blank will create the new deliveries as drafts. You can then schedule those drafts at a later time.
   - Make sure to put a "yes" or "no" in the columns for delivery requirements as appropriate.
3. Go back to https://merchant.trexity.com, click on Import Deliveries, and upload your file.
4. Confirm which deliveries you want to create by clicking on the check boxes. If you want everything selected, click on the top check box. 
5. Click the Import Deliveries button. You can see the imported deliveries in the Routes view of the portal.

Shopify CSV export

1. Follow Shopify's instructions for exporting the orders you want delivered as a CSV: https://help.shopify.com/en/manual/orders/export-orders#export-orders.
   - NOTE: It's important to avoid altering the CSV between exporting from Shopify and importing into your merchant portal. Editing and resaving the file can sometimes change the format of important info like the Shopify ID number. 
2. Log in to https://merchant.trexity.com, go to Import Deliveries in the menu and upload your file.
3. Confirm which deliveries you want to create by clicking on the check boxes. If you want everything selected, click on the top check box. 
4. Click the Import Deliveries button. You can see the imported deliveries in the Routes view of the portal.