So you managed to create a batch, which you learned in the previous tutorial on creating a batch. Hooray! Now, however, you might want to know how you can add your orders to the batch. There are a few ways to do that, which we will delineate here. Follow the steps for "Import Orders" if you are importing the orders yourself or for "Cratejoy Orders" if you are importing through Cratejoy. 





"Import Orders" Step 1: Prepare Your Spreadsheet. The spreadsheet should be compliant with the import orders template to ensure that all pertinent information is imported. Under Item SKU, it is imperative to enter a SKU that does *not* already exist in the system. What we recommend, for instance, is just creating a generic Subscription Box SKU for your product. So, for instance, if you sell a box called the "Booya Box", you would want the Subscription SKU to be called something to the effect of "Booya Box Subscription". More on this in a moment. 





"Import Orders" Step 2: Go to "Import Orders" in your Shipmonk account. 




"Import Orders" Step 3: Import the orders by copying and pasting the columns and rows containing orders (note: do not import the headers) into the area that says "Paste Data". Follow the instructions on the page to ensure that the columns are mapped properly. Note: if you encounter errors in required fields, the background will appear orange. 





"Import Orders" Step 4: Click "Next" once you have assigned all columns. Your orders will now be imported and will be in "Action Required!" 



"Import Orders" Step 5: Go to the "Action Required" section of your "Orders" tab and find the product in question. Note that it is "Invalid" due to the fact that the SKU is not mapped. Recall your previous lesson on mapping. What you want to do is click "Subscription Box" here, which will flag all orders with that SKU as "Subscription Boxes". 



 


"Import Orders" Step 6:  You will now have a "Subscription" tab on your orders page. 




"Import Orders" Step 7: Go to this tab; you should only need to deal with the orders you just imported. 



"Import Orders" Step 8: Select all of these orders. You will see your created batches on the right hand side of the screen. Find the appropriate batch and click the "Add Orders to Batch" button to add each of these orders to the batch. 

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"Cratejoy" Step 1: Go to Cratejoy and head to the "Shipments" part of your page. Filter by "Unshipped" and select the appropriate "Batch" to export. Once you have all items you would like to export, choose "Export Current Batch" and open the export in Excel. Now create a new column at the end of your sheet. This will be where the *real* order numbers we are looking to filter. To fill out this column, enter the following formula =("S_")&A2&("_O_")&S2. The idea here is that we want the Subscription ID and the Order ID combined into one unified order number that we can use to search.  

"Cratejoy" Step 2: Go to the "Action Required" section of your "Orders" tab and find all the orders that have been directly imported from Cratejoy due to your integration. Note that all of these imported orders are invalid because the SKU is not mapped. Recall your previous lesson on mapping. What you want to do is click "Subscription Box" here, which will flag all orders with that SKU as "Subscription Boxes". 


"Cratejoy" Step 3: You will now have a "Subscription" tab on your orders page. Go to this tab.




 "Cratejoy" Step 4: Filter by "Order Number". Paste the order numbers you would like to add to the batch in this field and click "Apply Filter".  If your subscription box has multiple sizes or different variants, you can paste only the order numbers for those particular *sizes* by sorting the data on your Excel spreadsheet export! 




"Cratejoy" Step 5: Select all of these orders. You will see your created batches on the right hand side of the screen. Find the appropriate batch and click the "Add Orders to Batch" button to add each of these orders to the batch. 


And you're all set! Your orders are now in the batch. 

This concludes the order batching tutorial.