Ship Manager & Bulk Upload

CSV bulk upload & e-commerce connectors

The Ship Manager screen allows you to quickly upload/pull information into the World Options platform so you process orders faster rather than booking individual shipments.

Mapping a CSV file in the World Options platform and uploading mapped CSV files into Ship Manager allows you to add the receiver's address and booking information quickly. Companies can then process orders and complete the booking via the Ship Manager screen.

This can also work for any e-commerce platform with CSV export capabilities. This is an easy integration process between World Options and customers

E-commerce connectors enables orders to be pulled into Ship Manager from an e-commerce platform (orders then processed by Customer) Once orders are complete and processed, tracking numbers can be pushed back into the relevant platform (eBay, Shopify, WooCommerce, Big Commerce, Etsy, and Magento)

Step 1 - Prepare the CSV file

First, you need to go to Manage > CSV Mapping screen and create a new file

Note: Some fields have character limits (normally 35 characters or less), and the portal will display an error message on the ship manager screen if the character lengths exceed the limit.

Step 2 - Upload the CSV file

Go to Ship > Ship Manager screen and select upload CSV button.

Select the template you mapped in Step 1 with the order information pre-filled. ("NV v2 mapped" in the example below) and click on upload file

Step 3 - Check booking information & get quote

Once CSV file has been uploaded, you need to check the booking information by ticking the radio button and correcting any errors e.g. missing information. If the box dimensions are not in the file, then you need to add them in manually on the ship manager screen.

Note: All changes need to be saved before moving forward; otherwise, you will receive an error message as shown below.

If a booking is going outside of the UK (inc Northern Ireland) a Commercial Invoice is required and this information needs to be added to the booking line if a paperless commercial invoice is required.

Once you have corrected any errors and saved the booking line information click on the Quote button

Step 4 - Ship & print paperwork

Once you complete the booking information and quotes, you can then select the Ship button to proceed.

You can Schedule a collection (a box appears) and Print the paperwork by selecting the Print button to print label.

Pulling web orders into Ship Manager

Customers are also able to pull orders from the website eBay, Shopify, WooCommerce, Big Commerce, Etsy and Magento by clicking on the Ecommerce button on the Ship Manager screen.

Once orders are complete and processed, tracking numbers can be pushed back into the relevant platform.

Note: Customers need to connect to the webstore beforehand by going to the Manage > Integration screen and linking the account.