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Create orders directly in Cahoot using the Manual Order Import Module, which uses an Excel CSV template. This feature is ideal for replacement orders or miscellaneous shipping needs.  

Note: There is no automatic sales channel updates or tracking syncs for manually imported orders. Imported orders submitted after same-day cutoff will process next business day.
Important: For orders shipping with Cahoot Fulfillment 
Do NOT use the manual import if the order requires any third-party documents, re-barcoding, or reboxing. Instead, submit a B2B Fulfillment Work Order. 


Video Walkthrough



Step-by-Step Guide

1. Go to Orders> Import Orders.

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2. Download Import Template and the Import Legend.

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3. The Template file includes columns you need to fill out to import your orders and the Legend shows you what each column means and what formats are supported. Fill out your template file and save it to your computer. You can leave non-required fields blank.

 

Tip 1: DO NOT REMOVE, RENAME, OR REARRANGE COLUMNS in the template. Cahoot expects the precise headers from the template in the precise order to successfully process a file.

Tip 2: Do not use special characters, and make sure the file does not have any leading or trailing spaces in any of the fields. Watch the Video Walkthrough above for more detail.

Tip 3: It's recommended to import just 1 or 2 orders the first time to make sure it's processed successfully before importing a big bulky file.

 

If you have a multi-line order, you'll need to enter in the same order and customer data for each SKU; fill out the data row for the first SKU, then copy it to the line below; keep the Sales Channel Order ID, shipping dates, and Customer data the same, and update the product details for the next SKU on the order: 

Note: Excel likes to trim leading 0's out of ZIP codes or other long numbers; example: 06604 > 6604. Please ensure leading 0's are not being removed by Excel. Here's how:

1. Select the cells on your worksheet where you'll be adding the data.
2. Right-click anywhere in the highlighted cells, and then on the shortcut menu, click Number Format > Text > OK.

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3. Type or paste the numbers in the formatted cells.

4. Save the file as CSV (do not re-open before uploading)

5. The file can be uploaded with no issue or truncation as long as it's not re-opened and saved again.

 

Note: When importing Amazon orders, regardless of the Amazon country you must use the "Amzn" Sales Channel. Do NOT put "Amazon" as the Sales Channel - this will cause the Manual Order Import for these orders to fail. Also remember that no Manually Imported order will update Amazon with tracking information, etc.

 

4. On the Import Orders page, click Select files, browse to your saved template file(s), select them and click Submit to upload.

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5. Once the import is complete, Cahoot will begin processing the import file and adding orders to Cahoot. This can take up to 30 minutes.

Note: Make sure you check back on the Import Orders page to see if there were any issues with your import. If the import failed or errors were found, click "Download report" to see more details about the error(s). The row number on the error report is the precise row number from Excel, already taking headers into account.

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Import Fields Legend

Note: Enter "B2B" as the Sales Channel when importing wholesale or retail orders. This also applies to large orders that require non-standard boxes or master case packs for shipping. 

 

* denotes a required field

Field

Description

Sales Channel Order ID*

Order ID of the Order in its Sales Channel. If an order has multiple products, repeat the order ID in each separate line.
Cahoot: Order ID is unique; once you have imported an order at a Sales Channel, you cannot import another order with that Order ID. You cannot add products to existing orders. 

Sales Channel

The order’s Sales Channel. While this is not required, if you enter a value, it must be from this list of currently allowed values:
"Acenda", "Amzn", "B2B", "BigCommerce", "ChannelAdvisor", "Custom", "eBay", "eBay", "US", "Etsy", "Flxpoint", "GeekSeller", "Google", "Shopping", "Inventory", "Transfer", "Linnworks", "Macys", "Magento", "MagentoV2", "Nordstrom", "Pulse", "Commerce", "Sellercloud", "Shopify", "Walmart", "Woocommerce", "Zentail"

Earliest Ship By Date

Earliest ship date requested by the marketplace
We recommend that orders are imported before 10:00 AM PT for same-day shipping. Any errors in import will delay processing.

Latest Ship By Date

Latest ship date requested by the marketplace

Earliest Deliver By Date

Earliest delivery date required by the Sales Channel
If blank, Cahoot will pick cheapest label allowed.

Latest Deliver By Date

Latest delivery date required by the Sales Channel
If blank, Cahoot will use the Earliest Deliver By Date for this field.

Customer Requested Carrier

Enter the Carrier the customer specified or leave blank
Allowed values: “UPS”, “FedEx”, and “USPS”

Customer Requested Service

Enter the Shipping Service the customer specified or leave blank
Examples: Ground Shipping, 2 Day

Customer First Name*

Customer’s Ship To address first name

Customer Last Name*

Customer’s Ship To address last name

Company Name

Ship To address company name

Address Line 1*

Ship To address line 1

Address Line 2

Ship To address line 2

Address Line 3

Ship To address line 3

City*

Ship To city

State or Province*

State or province name. For US states, two letter state code is required. For Canadian addresses, two letter province code is preferred. See here for a full list

Postal Code*

Ship to ZIP or postal code

Country Code*

Country’s two letter code. See here for a full list

Item SKU*

Ordered item’s SKU
Cahoot: If the order has multiple SKUs, enter one row of data in the import file for each distinct SKU. So for example, an order with 3 different products will take 3 rows in the import; one for each SKU/Qty combination

Item Name

Ordered item’s name
Cahoot: If the order has multiple SKUs, enter one row of data in the import file for each distinct SKU. So for example, an order with 3 different products will take 3 rows in the import; one for each SKU/Qty combination

Quantity Ordered*

Ordered item’s quantity

Unit Price* (non-US only)

Ordered item’s price
Cahoot: This field is mandatory ONLY FOR INTERNATIONAL shipments to be used on Customs Documentation. Include numbers with up to 2 decimals. Do not enter a "$" or other currency symbol. Note that Cahoot only supports USD.

Customer Notes

Any notes for this customer

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