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Formatting your Bulk Order Upload file for Shopify
Formatting your Bulk Order Upload file for Shopify

Setting up your recipient file for easy multi-recipient orders in Send To Many

Updated over a week ago

Corporate Gifting orders, influencer mailings, reseller sample distribution: these all start with a spreadsheet or CSV and need to get into Shopify. Send To Many lets you easily upload and manage these multi-recipient orders. Here's everything you need to know to turn your spreadsheet into Shopify orders.

Upload Format

Here are templates to format your data:

  • Excel template: add your data to either the Standard Upload or the With Products tab as needed. Then save that tab as a CSV for upload into Send To Many.

  • Google Sheet template: make a copy of this Sheet for your own use (File > Make a Copy). Then share it with "anyone who has the link" as a viewer so that the app can read it. Once you've added your own data, copy and paste the full URL of the tab containing your data and use this URL in the app.

Upload Columns

The following fields are :

Column

Type

Notes

Shipping First Name

Required

Shipping Last Name

Required

Shipping Phone

Required

Format this column as Text or Plain Text in Excel or Sheets to ensure it comes through properly

Shipping Email

Optional

If a recipient's shipping email is provided, you can choose to send them shipping notifications for their order

Shipping Address1

Required

Shipping Address2

Optional

including suite or unit #

Shipping Company

Optional

Shipping City

Required

Shipping Province

Required

Shopify uses ISO 3166 country codes. You can enter the code or full name.

Shipping Zip

Required

Format this column as Text or Plain Text to ensure it comes through properly. Check that zip codes starting with "0" (from US states in New England) haven't lost their first character.

Shipping Country

Required

Shopify uses ISO 3166 country codes. You can enter the code or full name.

Notes

Optional

You can upload different notes per recipient or the same note for all recipients in the send

Note Attributes

Optional

Some stores use these fields for Delivery Date, Card Message or other values used for fulfillment or reporting. See below.

Tags

Optional

One or more comma-separated tags

Line1: Variant ID

Optional

To assign different products to recipients, add the product’s variant ID. Rows without a variant ID will default to the products set in the draft order.

Line1: Quantity

Optional

If omitted, a default quantity of 1 is assumed for order generation.

Line1: Properties

Optional

For adding Line Item Properties (also known as “customAttributes”), format them similarly to Note Attributes.

Line2:...

Optional

If recipients are to receive a second product, include Line2: Variant ID, Quantity, and Property fields as necessary.

Assigning Different Products to Recipients

  • Uniform Products for All Recipients: If all recipients are to receive the same product(s), configure these in the draft order template.

  • Varied Products for Specific Recipients: Set default product(s) in the draft order for the majority. For recipients receiving different items, specify the appropriate product variant IDs. Rows lacking a variant ID will receive the default products.

  • Unique Products for Each Recipient: Designate one product in the draft order, then update the variant ID for each recipient as needed.

The Quantity column is necessary only when a recipient is to receive more than one item. Similarly, include Line Properties only if required by your fulfillment system.

Currently, the upload form supports up to two products per recipient. For orders exceeding this limit, divide your send into smaller groups and add all products via draft orders. An upcoming app release will expand this capacity.

Uploading Note Attributes and Line Item Properties

If your store uses Note Attributes (aka Additional Details or Order Properties) or Line Item Properties to handle delivery dates, card messages or other custom fields, you can add those to the upload.

Format them as follows:

Delivery Date: 2025-01-07
Card Message: Thanks for being a great business partner this year, Kate!

with a line return after each item within the cell. In Sheets and Excel, Option + Return will add a line break within a cell.

Shopify treats all values as text strings so be sure to format dates or numbers exactly as they are needed by your store.

Finding Variant IDs

To find a Product Variant's ID in Shopify Admin, navigate to the variant page and look for the final string of digits in the page URL:

Products without variants also have a variant ID behind the scenes. To find it, add ".json" to the end of the URL on the product page and search for the word "variant" in the JSON data on the page. You'll see a default variant id shortly after the first instance "variant":

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