Import Accounts from CSV

Upload your sales book into Ordrly with the sample CSV, column instructions, and matching rules that prefer external_id then email.

Brand Published Aug 12, 2026 2 views

Overview

Import brand-owned buyers from a spreadsheet so reps can place orders without retyping accounts. Ordrly provides a sample CSV and an Instructions tab on the import modal.

Steps

  1. Go to Accounts.
  2. Click Download sample CSV and replace the example rows with yours.
  3. Click Import CSV.
  4. Use the Instructions tab if you need column definitions.
  5. Upload your file on the Upload tab and run the import.

Columns

Column Required? What to enter
name Yes Store / buyer display name
email No Buyer contact email (unique per brand when set)
phone No Phone as plain text
external_id No Your CRM / SFA / ERP ID (best key for re-imports)
dealer_type_handle No Dealer Type handle/slug (e.g. wholesale), not the display name. Leave blank if unknown. Unrecognized handles are ignored.
address_line1, address_line2, city, state, postal_code No Default shipping address. Provide at least address_line1 to create/update an address.

Find Dealer Type handles under Brand panel → Dealer Management.

How matching works

On each row, Ordrly prefers:

  1. external_id match → update that Account
  2. Else email match → update that Account
  3. Else → create a new Account

Rows that start with # in the first cell are treated as comments and skipped.

Tips

  • Start from Download sample CSV so headers stay correct.
  • Keep external_id stable across imports to avoid duplicates.
  • Only name is required; blank optional fields are fine.
  • After import, assign reps and (optionally) link Dealers before heavy order volume.

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