Who this guide is for
This guide is for users who import shipment data into Open360 using CSV files and need to review, correct, quote, and prepare shipments in bulk before progressing them through the standard shipment workflow.
What the tool does
Bulk Processing supports import-based shipment creation and review. After uploading a file, you can map file columns to Open360 fields, save mappings as templates, review imported shipment lines, edit shipment and item details, requote shipments, and save the results as Drafts, Returns, or Ready to Ship.
Import files in CSV format
Auto-map columns from your file to Open360 fields
Manually adjust mapping where headers do not match
Save templates for repeat imports
Review imported shipment lines in a table
Edit shipment, item, and DG content details
Add a service in the import file or allow the system to quote the lowest-cost option
Change the service on imported shipments when required
Requote one, many, or all selected shipments
Select columns to control how the table is displayed
Before you begin
Prepare your import file before opening the tool. Clean source data reduces validation issues and minimises cleanup after import.
Requirement | What to know | Why it matters |
Supported file types | CSV | Unsupported formats will not import correctly |
Column headers | Use clear, consistent names | Improves auto-mapping accuracy |
Recurring imports | Use the same structure each time | Makes saved templates more effective |
Mandatory shipment data | Include all required shipment fields | Missing required values can stop quoting or creation |
DG shipments | Use the API code for the DG type. The DG reference is mandatory and must contain at least three characters. | Reduces the need to update records in the table when validation fails |
Step 1: Open Bulk Processing and upload your file
Go to the Shipments tab.
Open Bulk Processing from the side menu.
Upload your shipment file.
If available, choose an existing Import Template that matches your file structure.
After the file is uploaded, the system prepares it for mapping and review.
Tip đĄâŻ
If you regularly receive shipment files from the same source system, keep the column order and header names consistent to make future imports faster.
Step 2: Map file columns to Open360 fields
After upload, map the file so Open360 can identify which source columns belong to each shipment field.
Review the mapping screen.
If you used an import template, Open360 can auto-map the uploaded columns.
If needed, click Automap to manually trigger another auto-mapping attempt.
Review any unmapped or incorrectly mapped columns.
Adjust mappings manually until all required fields are correctly assigned.
If this layout will be reused, click Save as Template.
A strong mapping setup includes all mandatory shipment fields, correctly aligned item and content columns, and a template name that other users can recognise. Use naming conventions that match the source file type, customer, or ERP.
Step 3: Review imported shipment lines
After mapping, the imported data appears in the Bulk Processing table. Use this table to check the quality of the import before continuing.
By default, shipment line columns include:
Dispatch date
Receiver Name
Receiver Suburb
Receiver State
ATL
Special Instructions
Internal Reference
Shipment Reference
Total Items
Default item columns include:
Item Reference
Item Type
Quantity
Item Description
Weight
Volume
Is DG
Default content columns include:
DG Reference
DG Type
DG Quantity
DG Weight
If the imported records look correct at this stage, quoting, label generation, and shipment creation are more likely to complete successfully.
Step 4: Edit shipment, item, and content details
You can edit imported data directly in the tool instead of updating the original file and starting again.
Find the shipment line you want to adjust.
Expand the line if you need to view items or contents.
Click the (âŚ) menu on the shipment, or the pencil icon on the item or DG content row.
Update the required values.
Click Update to save or Cancel to discard changes.
The tool supports complex imports where one shipment line contains multiple items and multiple DG content rows. Expanded lines can show child rows beneath the parent shipment. Each DG content row can display its own DG reference, DG type, quantity, and weight. If DG content has multiple hazard classes, multiple hazard icons can appear in the DG indicator column.
Step 5: Requote selected shipments
Requoting is important in Bulk Processing, especially after shipment or item details change.
Select one or more shipment lines.
Click the Requote icon in the Bulk Actions toolbar.
Requote using either the lowest-cost option or the selected supplier/service.
Wait for the quote status bar to show progress.
Review the updated quote values in the table.
Note đ
You can also requote an individual shipment from its edit tray after clicking Update. Requoting after changes to shipment details, item dimensions, weight, or supplier/service selections can affect price and ETA.
Step 6: Select additional columns
If the default table view does not show enough information, use Select Columns to display additional shipment, item, or content details.
Click Select Columns.
Choose the extra columns you want to display.
Apply the selection.
Review the updated table layout.
This is useful when different users need different views, such as operations teams reviewing delivery details or compliance teams checking DG information.
Step 7: Validate and resolve issues
Bulk Processing applies shipment validation rules, including rules used in the Create Shipment flow.
Total DG contents weight exceeds package weight
Check missing or invalid mandatory fields
Check package and item weights
Check DG details if dangerous goods are included
Check supplier/service selections if quotes are not returning expected results
Resolve validation issues before releasing shipments. Unresolved errors can lead to incorrect quotes, failed processing, or shipping paperwork issues.
Step 8: Save or progress the imported shipments
After review and correction, imported shipments can move into the standard shipment lifecycle.
Depending on your process and available actions, common next steps include:
Save as Draft if the data is not final
Move to Ready to Ship once shipment details are complete
Print labels when shipment records are ready
Manifest shipments from the Ready to Ship table later in the workflow
In Open360, shipment statuses commonly move from Draft to Ready to Ship and then to Manifested. Bulk Processing helps create and prepare shipment records before those later steps occur.
Best practices â
Use templates for repeat imports from the same source
Keep source headers clean and consistent
Review ETA and quotes before finalising
Requote after any meaningful shipment or item edit
Expand parent lines and check child items for complex shipments
Fix validation issues immediately rather than working around them later
Use drafts when the file is only partially complete
Troubleshooting
Issue | What to do |
Columns did not map correctly | Run Automap again, then manually adjust any mismatched fields. |
ETA is missing or unexpected | Confirm whether the line is using lowest-cost logic or a selected supplier/service. |
Quote values changed after editing | This is expected. Requoting updates pricing and ETA based on the latest shipment, item, and service data. |
Child rows look incorrect | Expand the shipment line and carefully review the item and content structure. |
Validation error appears on the parent line | Compare the parent package weight with the total weight of all child content rows. |
Note đ
Once imported shipments are in Ready to Ship, users can continue with standard Open360 actions such as printing labels, manifesting individual shipments, or manifesting multiple shipments together.