Upload Excel Order List

Upload customer information and order details in an Excel file for use in Inspection and Bulk Messaging.

This feature is only available with the Pro plan and Enterprise plans.

Manage Excel Form

Order → Upload Excel Order List → Manage Excel Form

Use Standard Form

Download a CSV or XLSX file in the standard format.

Enter the information into the Order List file and save the file in CSV or XLSX format.

Order Date	The day order was received.
Order Number	Order’s unique identifier number.
Invoice Number	Invoice number.
Product Name	Product’s name.
Quantity	The quantity of the product.
If there is no quantity value, it is registered as a default quantity of 1.
Product Code	Product’s unique code.
Customer Name	Purchasing customer’s name.
Customer Mobile Number	Customer’s Mobile Phone Number.
Customer Email	The customer’s email in the correct format. Example: abcd@email.com
Recipient	Recipient’s name.
Recipient's Phone Number	Recipient’s landline phone number.
Recipient's Mobile Number	Recipient’s mobile phone number.
ZIP Code	Recipient’s ZIP Code.
Recipient's Address	Recipient’s detailed address.
Notes	A field for any additional information you would like to add.

This form is used when registering Order Lists in a format that fits your company needs. In personalized forms, the mandatory fields to be entered in the “Order List” file will vary depending on the selected options of intended use.

Click on Add New Form.
Enter the name for the new form.

Selected all applicable uses.

Send Video Message	Send the recorded video to the customers.
Inspection	We compare the ordered items with the actual items being packed to prevent incorrect shipments.
Categorize Video By Admin	If you enter a specific manager's ID, that manager will only be able to view the designated videos.

Select all the channels to send the Video Message.

SMS	Send an SMS to the customer's mobile phone number.
Email	Send an email to the customer's email address.

Select all the additional features you want to use.

Add Delivery Tracking Widget to the Video Message	The Video Message page will display the delivery status based on the set courier company and the video number.
Display Seller name on the Video Message	Seller's name will be displayed in the Video Message received by the customer.
Notes	A field for any additional information you would like to add.

After selecting the options, create an order information file (in XLSX or CSV format) that includes all the Required Fields required fields listed, and then upload the it.

Order Date	The day order was received.
Order Number	Order’s unique identifier number.
Video Number	Invoice number.
Product Name	Product’s name.
Quantity	The quantity of the product. If there is no quantity value, it is registered as a default quantity of 1.
Product Code	Product’s unique code.
Customer Name	Purchasing customer’s name.
Customer Phone Number	Customer’s Landline Phone Number.
Customer Mobile Number	Customer’s Mobile Phone Number.
Customer Email	The customer’s email in the correct format. Example: abcd@email.com
Recipient	Recipient’s name.
Recipient's Phone Number	Recipient’s landline phone number.
Recipient's Mobile Number	Recipient’s mobile phone number.
ZIP Code	Recipient’s ZIP Code.
Recipient's Address	Recipient’s detailed address.
Invoice Number	Invoice number.
Courier Name	Registered courier company's name.
Seller Name	Seller's registered name.
Admin Account ID	If you enter a specific manager's ID, that manager will only be able to view the designated videos.
Notes	A field for any additional information you would like to add.

Select which item each column in Excel corresponds to.

Order List Upload

After the Excel template has been registered, you can modify the information in the same order list file and upload it.

Order List for inspection must be sorted by the invoice number in Excel before uploading.
You can upload up to 10,000 orders at a time.

Click on Select a form and select the form that matches the Order List you want to upload.

Select the file and upload the Order List.

Allow Overwrite of Duplicate Items	When uploading data that includes a previously used video number, the information related to that video number will be updated with the most recent uploaded data.
Disregard Phone Number Check	If this option is not checked, information will not upload correctly if it contains special characters other than hyphens (-) or if it contains any letters. If the option is checked, the information will upload even if it includes special characters, which will be ignored.
Allow Hyphens in Video Number	If the invoice number includes a hyphen (-), check the option and then upload the order Excel file.

In Order → Order List all the uploaded Order Lists can be checked.

FAQ

Is it possible to send Video Messages without uploading order information?

For individual cases, yes. For Bulk Messaging, order information must be previously entered.

Order information cannot be seen even after uploading the Excel file.

If the order information is not visible, download the Result file from the Excel Order List Status to check for errors. After correcting the errors in the file, upload it again.

Will the upload fail if the file format is different?

When saving the file in Excel, make sure to save it as XLSX or CSV format otherwise upload won't work.