Intro

• Great for submitting multiple orders to different people, ideally +20, at once
• The CSV file will be submitted by the customer service team

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Formatting Shipping Information

Before getting started, download the XLS template above to follow along.

For the CSV upload to work, it must match the template exactly. If any information is off, the orders will not be submitted correctly risking lost shipments.

The CS Team can make minor edits to your file, but to ensure the highest level of accuracy, any major updates or reformatting will be sent back for completion.

Examples of edits the CS Team can make: 

• Adding the shipping method
• Adding one email to each order, if we aren’t sending individual tracking (For surprises, etc.) 
• Adding a bill to job number or customer PO if applicable
• Adding “OFSA-OS” if all products are non-sized 
• Entering optional fields: Instructions, Packing Slip Note, Handwritten Note, Need By Date, Receiver Email, Receiver Phone 

Most of the fields are straightforward and some specific things to consider beforehand are:

• Leave the Unique Key blank. The CS team will fill this info in later.
• Shipping Method -The most common options can be found below:
  • Domestic
    • Economy (Automatically selects the least expensive option)
    • FedEx Ground 
    • FedEx Express Saver (3 Day Service)
    • FedEx 2 Day
    • FedEx Standard Overnight 
    • UPS Ground
    • UPS 3 Day Select
    • UPS 2nd Day Air
    • UPS Next Day Air
  • International 
    • Economy (Deliver Duty Unpaid, recipient will be responsible for the duties and taxes)
    • FedEx International Economy (Deliver Duty Paid, you are billed for the duties and taxes)
    • UPS Worldwide Expedited (Deliver Duty Paid, you are billed for the duties and taxes)
• Address fields:
  • All fields are limited to 30 characters
  • No special characters. These will not be read by the system (example: ą \a; ę).
  • State information must be provided in a 2 or 3-letter abbreviation 
• SKU's can be found on the inventory management page, listed like:
  • 38978-1-L
  • Two items separated by a comma; 38978-1-M, 38978-4-OSFA
• If we are sending a Quantity of 1 item, list 1.  For multiple SKUs separate the quantity by a comma; i.e. 1,1
• Each order can only have a Packing Slip Note or Handwritten Note, not both. 

International Orders

These orders must have the following information listed on the Excel sheet:

• Recipient's Email 
• Recipient's Phone Number

Without the correct information, there will most likely be shipping delays or errors at customs.

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Submitting Request

After filling out the CSV template to the best of your ability, email the file to our Client and Program services team. By clicking the link, a formatted email will populate, asking for your program name as well as if the orders are a surprise. We can remove the confirmation email from the orders so your recipients will not be notified of the orders.

*Disclaimer: If the link above does not open your preferred email client, please feel free to email the CSV file to customerservice@kotisdesign.com.

Security Note

Please reach out to your IT department for your company's preferred method of submitting files securely.

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Summary

•  Use the CSV template to submit +20 orders at once
•  Fill out all the recipient info as best as possible, keeping in mind international orders require special care
•  Submit the CSV file to our Client and Program services team via the link above

Thank you!