1. Open Bulk Processing
Navigate to Shipments → Bulk Processing.
You will see two tabs:
History – a list of your previous CSV imports
Import – where you upload and process files
(Optional) Download the CSV Template
If needed, click 'Download Template' to generate a ready-to-use CSV format with all available fields.
2. Upload Your CSV File
Open the 'Import' tab and upload your CSV by either:
Clicking the upload area
Or, Dragging and dropping your file into the box
Once uploaded, the file will display with a progress bar.
3. Map Your Columns to Open360 Fields
Match each column in your CSV to the appropriate Open360 Field using the dropdown menus.
Fields left unmapped will be ignored.
(Optional) Save Your Mapping as a Template
Click Save as template, name it, and save it.
This is ideal when you regularly import the same file format.
4. Import the File
Click Import.
Your data rows will appear in the results table below, including any records with errors.
5. Fix Imported Errors
If a row contains missing information or fields that cannot be quoted, it will be marked with an Error.
Click the Edit icon on the row to open the Edit Imported Shipment screen.
From here, you can update:
Sender and receiver address details
Contact information
Service / carrier
Special instructions
Shipment references
Residential flag
Weight, volume, items, etc.
Once corrected, click Update.
Repeat this for each error until all rows are valid.
6. Filter and Review Your Data
The Import view provides helpful toggles:
Errors only – show only rows that require fixing
Show all columns – expand the view with all available data
Show all pricing – enable pricing fields (if permitted)
You can also requote shipments after editing to refresh their pricing.
7. Choose an Import Action
Once all errors are resolved, choose how you want the imported rows to be created inside Open360:
You have three options:
Import and Save as Drafts
Creates Draft shipments that can be edited further.Import and Save as Quotes
Creates Quotes based on the imported data.Import and Create Shipments
Creates Ready-to-Ship consignments.
9. Finalise the Import
Click Create All to apply your selected Import Action to:
Every row
Or, only selected rows (if you manually select them)
10. View Past Imports
Your previous imports remain available under the History tab, including file names, dates, and success/error counts.