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B2B commerce

Bulk order upload (CSV/Excel)

Quick answer

Uploading a many-line order from a CSV/Excel file, instead of manual line-by-line entry.

Key takeaways

  • The customer downloads a template (SKU, quantity, optional UoM)
  • Fills the file from their own system
  • Uploads it to the portal; the system validates codes, stock and price
  • Error lines are flagged for correction

What bulk order upload is

Bulk order upload lets the customer upload a CSV/Excel file with SKU codes and quantities, instantly generating an order with tens or hundreds of lines.

How it works

  • The customer downloads a template (SKU, quantity, optional UoM)
  • Fills the file from their own system
  • Uploads it to the portal; the system validates codes, stock and price
  • Error lines are flagged for correction

Why it matters

Large customers build orders in their own systems (ERP, spreadsheets). Upload avoids manual re-keying and errors, especially for large recurring orders.

How CRMconnect helps

The CRMconnect B2B portal offers CSV/Excel upload with SKU, stock and contract-price validation on each line, plus a clear error report — a simpler alternative to EDI for customers without integration.

Real-world example

A customer with 200+ line orders built them in Excel and e-mailed them, then the back office re-keyed them. With CRMconnect CSV upload, the order enters pre-validated, removing ~2 hours of manual work and typing errors.

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Frequently asked

What file format does it accept?+

CSV and Excel, based on a template with SKU and quantity. The system validates codes, stock and contract price, flagging problem lines.

When do I use CSV upload instead of EDI?+

CSV upload is ideal for customers without EDI integration but with large recurring orders. EDI fits when volume and frequency justify a fully automated integration.

Where CRMconnect fits

Portal B2B CRMconnect Software OMS Software EDI

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