Import and export orders

Updated May 31, 20261 min read
Required roles:
AdminAccount ManagerManagerOperator

Stub page, the structure below outlines what the finished page will cover.

Use this page to bring orders into Carriyo from a spreadsheet and to export the current order list for reporting or reconciliation.

Importing orders

  • Dashboard path: Orders > Import.
  • Step 1: Download the Carriyo import template.
  • Step 2: Fill in the template (one row per line item, grouped by order reference).
  • Step 3: Upload the file. Progress shows in the sidebar.
  • Match rules: rows with an existing order_ref are updated; new ones are created.

Exporting orders

  • Dashboard path: Orders > Export.
  • Filters applied to the list are applied to the export.
  • File format: CSV.

Concepts behind this