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Shipday · Excel Guide

Bulk Create Delivery Orders in Shipday From a Excel workbook

2026-05-14
5 min read

The Scenario

It's 7 AM Saturday. You're the operations manager for a restaurant chain and your weekend catering runs start at 10. There are 120 delivery orders sitting in an Excel workbook — customer names, phone numbers, addresses, items, delivery windows — and none of them are in Shipday yet.

The drivers need their assignments in the app before they clock in. You have two hours.

The bad version:

  • Open Shipday in one tab, the workbook in another, and start typing: customer name, phone number, delivery address, item list, delivery window. Save. Next row.
  • Somewhere around row 40, you realize you pasted the wrong address into the order above it. You go back to fix it, lose your place, and start second-guessing every row you've done.
  • At row 85 your laptop restarts for an update. You pick back up from where you think you left off. Three orders get entered twice. Saturday dispatch is a mess.

Nobody does operations management to spend their Saturday morning as a data-entry clerk. You have 35 minutes to get this done before the pre-dispatch call.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads your data, understands your column layout, and uses its built-in Shipday integration to create all 120 orders in one shot — not one trigger at a time, not one click at a time.

Open the sidebar and paste this:

Read my Delivery Queue Excel sheet and create one Shipday order per row where column G says 'pending', then mark column H as 'submitted' for each success

What You Get

  • One Shipday order created per pending row, in order, processing the full batch.
  • Column H updated to "submitted" for every row that succeeded.
  • Any row missing a required field flagged in column I with a short error note instead of silently skipping.
  • No partial-batch ambiguity — you can see at a glance which rows landed and which need attention before dispatch.

What If the Data Is Not Quite Ready

Phone numbers have formatting inconsistencies

Some rows have (555) 867-5309, others have 5558675309, others have 555.867.5309. Shipday expects a consistent format.

Normalize all phone numbers in column B of my Delivery Queue sheet to digits-only format, then create a Shipday order for each pending row using column A for customer name, the cleaned phone for the phone field, column C for address, D for items, and E for delivery time — mark column H as 'submitted' for successes

Delivery windows are in a different worksheet

The main sheet has customer and address data but delivery times live in a separate Scheduling worksheet, matched by order number in column A.

Join my Delivery Queue sheet with the Scheduling worksheet on the order number in column A, then create a Shipday order for each pending matched row using the customer name, phone, and address from Delivery Queue and the delivery time from Scheduling — mark column H as 'submitted' for successes

Some orders are flagged as hold

Column G contains either "pending" or "hold" — only pending rows should become Shipday orders.

Create a Shipday delivery order for each row in my Delivery Queue sheet where column G says "pending" — use column A for customer name, B for phone, C for address, D for items, E for delivery time — mark column H as 'submitted' for successes and leave column H blank for held rows

Clean the list, flag duplicates, and create orders in one pass

The sheet was compiled from two sources. There may be duplicate addresses. You want deduplication, a count of how many orders went to each address, and then order creation — all before 8 AM.

In my Delivery Queue sheet, identify any rows where column C (delivery address) is duplicated, mark column I as "duplicate" for any repeat after the first, then create a Shipday order for every non-duplicate pending row using columns A through E, mark column H as 'submitted' for successes, and write a summary of how many unique addresses were processed into a new Summary worksheet

Cleanup and creation belong in the same ask — there is no reason to make them two separate steps.

Try It

Get the 7-day free trial of SheetXAI and open your weekend order workbook, then tell it how many rows need to land in Shipday and which columns hold what. Also worth reading: how to pull active Shipday orders back into a live dispatch view, and the hub overview on connecting Shipday to Excel.

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