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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.

Try this yourself — free for 7 days

SheetXAI installs in your Excel workbook in about a minute. Paste the prompt below and watch it run.

Open the sidebar and paste this:

Type this prompt

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.

Type this prompt

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.

Type this prompt

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.

Type this prompt

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.

Type this prompt

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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