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CG - Importing Tracking Data On Demand
CG - Importing Tracking Data On Demand

Learn how to import tracking information to ChannelGrabber in bulk from a csv file.

Matthew Taylor avatar
Written by Matthew Taylor
Updated over a week ago

If you have generated labels for your orders externally to ChannelGrabber and received tracking information from your courier, you can re-import the tracking data to the system in bulk from a csv file, using the Data Exchange.

In order to upload the tracking information back into the system, you will require three things on your csv file:

  • CG Order ID - This is a unique Order ID for your order, which the system can use to identify it (see below for information on how to obtain this).

  • Tracking Number - This is the tracking number / reference for you labels.

  • Carrier - This is the courier that you created the labels with.

The information below covers first how to export the CG Order ID from ChannelGrabber, and then how to import your tracking information back into the system on demand.

Exporting the CG Order ID from ChannelGrabber

The CG Order ID is a unique reference number present for each of your orders on the system. It denotes exactly which Channel and Order you are referring to when uploading your data back in to the system. It is slightly different from the Order ID you may be used to.

In order to get the relevant CG Order ID for your orders, you will want to run an export of the orders being updated from the system via the Data Exchange.

1. First, you will want to create a Saved Filter that contains all of the orders you wish to update with a tracking number. The order range will depend on the orders being updated, but most people use filters such as the range of orders that have been placed, or dispatched on a specific day, which makes them more versatile for repeat use.

In the screenshot below, I have created a Saved Filter that will show any order marked as being dispatched "today". This will allow me to re-use this filter on subsequent days, so I can update the tracking information in bulk, after dispatching the relevant orders.

You can set the filter to detect certain batches, tags, shipping methods, etc. so there are a wide range of options here to suit your particular requirements.

2. Next, you will want to create a Template that specifies the data you are looking to pull from the system. This only needs to be done once, and can be re-used on demand

Go to Data Exchange > Orders > Templates

CG Order ID is the field we want to export from the system here, as this will give us the unique order ID for use when importing tracking data.

In the example below I have also included selected these fields:

  • Order ID - to see the basic Order ID from the Channel.

  • CG Order ID - to get the unique order reference as mentioned above.

  • Sales Channel Name - to show the Channel the order was placed on.

  • Shipping Recipient Name - to show the name of the person who placed the order.

The extra fields are optional, but they can help you differentiate between your orders. There are other options available here as needed.

3. Next, you will want to export the data:

  • Go to Data Exchange > Orders > Export

  • Select the Template to tell the system which fields to export.

  • Select the Filter to tell the system where to pull the Order data from.

  • Click Download to export this data to a csv file (this can also be emailed to you, if you would prefer).

4. The downloaded csv will include the Orders from the Saved Filter, along with the specific fields denoted by the Template. You now have your unique CG Order ID from the system.

Importing tracking information into ChannelGrabber

Now that you have you CG Order ID, you can get the information imported back in to ChannelGrabber.

1. First, create and save a csv file that contains headers for the CG Order ID, Tracking Number, and Carrier, for your orders, then input the relevant fields accordingly.

2. Next, create a Template to tell the system how this data is mapped in the file (this only needs to be created once):

  • Go to Data Exchange > Order Tracking > Templates

  • Create a Template with ChannelGrabber Fields selected for: CG Order ID, Tracking Number, and Carrier.

  • Ensure that the File Column Header field matches exactly with the headers in your tracking info csv created above.

  • Save the Template.

3. Finally you will want to upload this data into the system

  • Go to Data Exchange > Order Tracking > Import

  • Choose the file created in Step 1 above that you are wanting to upload to the system.

  • Select the Template created in Step 2 above to tell the system how the data is mapped

  • Click Upload upload to import the data into the system

Congratulations! You have now uploaded the tracking information into ChannelGrabber for the orders you have selected.

Future attempts to do this should be much more straightforward with the relevant Templates created. If you have set up Saved Filters you can re-use each day, it will make the process much easier to complete. You can also check the History tab in the Data Exchange to see whether an upload has been successful.

We can assist if there are any issues or confusion with this process at all!

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