Shipping Rate Importer
- 04 May 2023
- 3 Minutes to read
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Shipping Rate Importer
- Updated on 04 May 2023
- 3 Minutes to read
- Print
- DarkLight
- PDF
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The Shipping Rate Importer tool is an easy and efficient to import your shipping rates into the WineDirect platform. Follow the setup process to learn how to do this:
PC users: Excel files must be saved in .xls format (excel workbook).
Mac users: Excel files must be saved in .xlsx format (excel workbook)
Mac users: Excel files must be saved in .xlsx format (excel workbook)
Setup Shipping Strategy
Before rates can be imported, a Shipping Strategy must be created to associate the rates from your import sheet with the strategy that you have made. You will also need to ensure that you add all Shipping Types and the Zones into which you plan to import rates. Otherwise, you could encounter errors upon importing your rates.
1. Go to Store > Shipping.
2. Click Add A Strategy on the right and add a name for your strategy. (This name will be used to attach the rates in your import sheet to the strategy you have created).
3. If these are your default shipping rates, check off Default Strategy for All Products.
4. For the Type, you must select if you are shipping based on weight, number of units, or dollar amount.
5. Copy the exact name of the strategy to enter into your import sheet.
Download Sample File
1. Once the Shipping Strategy is set up, go to Settings > Import/Export > Shipping Rate Importer.
2. Click Download Sample File.
Fill Out the Sample File
1. Use this excel sheet to transfer the information for rates. Ensure in Strategy Column A; you have the exact spelling of your strategy setup on the admin panel. Once you have completed your shipping rate, Import and save it.
Below is a table with all of the column headers that you will see and the information that should be input.
All headers must say the same in your spreadsheet as you have downloaded it. If you do not have any information to enter into a column, you leave the fields in the column blank but the column header in your sheet.
| Strategy | Name a strategy that matches precisely what is set up in your Shipping Rates. |
|---|---|
| Type | Name of the shipping type you want to use. Example: FedEx Ground |
| Zone | The shipping zone name to the rates will apply. Model: CA, Zone 1, etc. |
| FromCount | Beginning number of units, the strategy will apply to. |
| ToCount | The end number of units the strategy will apply to. |
| Rate | Price of the shipping. No dollar sign is required. 00.00 |
FromCount to ToCount must be consistent, such as 1 to 5 is $10, and 6 to 10 is $20. It cannot be 1 to 5 is $10, and 1 to 7 is $15. The unit counts must be consistent and consecutive.
2. Save the file to a convenient place on your computer to import, and carry on with importing your sheet.
Import Your File
Ensure that your file is completely closed before attempting to import. The file must not be minimized or running in Excel when trying to, as this will cause the Import to error.
1. Go to Settings > Import/Export > Shipping Rate Importer.
2. Click Choose File and locate the file on your computer.
3. Click Import.
When creating a new shipping strategy using the Shipping Rate Importer, you must complete the process by adding states/provinces to the correct zones and ensuring that you have the valid Shipping Type Codes if you use an integrated compliance or fulfillment provider.
4. *If creating a new strategy, go to Store > Shipping > Select your strategy name > Manage Shipping Zones. All the zones for your import sheet will be made. However, it would be best to associate states/provinces with each zone.
5. *If creating a new strategy and using an integrated fulfillment or compliance provider, go to Store > Shipping > Select your strategy name > Manage Shipping Types. Your sheet will have created all shipping types. However, you must update the Shipping Type Codes to match those your integrated provider uses.
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