---
title: "Import Branch Shipping Terms"
canonical: "https://kb.myframeworks.com.au/space/CO/30509554/Import%20Branch%20Shipping%20Terms"
format: markdown
---
# Overview

The Branch Shipping Terms Import function allows you to create or update Branch Shipping Terms for suppliers in bulk using a CSV file. Branch Shipping Terms define the delivery addresses, freight charges, and shipping basis codes that apply when a supplier delivers to specific branches. Common uses for this import include:

- Setting up multiple branch shipping addresses for new suppliers
- Updating freight charges across multiple branches for existing suppliers
- Maintaining shipping basis codes and delivery addresses in bulk
- Configuring pick-up locations for different branch and shipping basis combinations

> ✅ Refer to the [Branch Shipping Terms](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28390076/Supplier+Maintenance#Branch-Shipping-Terms) section within Supplier Maintenance for information about managing individual branch shipping term records.

This process explains how to use the Branch Shipping Terms Import function to make bulk changes to supplier branch shipping information in Frameworks.

# How to Import Branch Shipping Terms

> Macro (toc)

## Accessing the Branch Shipping Terms Import

To access the **Branch Shipping Terms Import** screen, perform the following:

1. Click the **Frameworks Menu** and navigate to **Utilities > Branch Shipping Terms Import** from the navigation tree.

The **Branch Shipping Terms Import** screen opens on the **Import Criteria** tab.

![image-20251020-235816.png](media://38c5a658-c3e9-4a22-9e24-0ec4d148672a)

## Uploading the Import

To import branch shipping terms in bulk, you'll need to prepare a CSV file with the required information and upload it to Frameworks.

> ℹ️ An example CSV file can be downloaded here [shippingterms - Sample data.csv](https://sterlandsupport.atlassian.net/wiki/download/attachments/30509554/shippingterms%20-%20Sample%20data.csv?version=1&modificationDate=1730712171632&cacheVersion=1&api=v2)

To upload your branch shipping terms import file, perform the following:

1. Click **Upload **to open the file selection window.
2. Navigate to and select the CSV file containing your branch shipping terms data.
3. Click the **Upload **button to open the **File Upload** window.
  1. Click the **Browse** button to browse your PC.
  2. Select your edited **.csv **file.
  3. Click **Open** to confirm the file selection.
  4. Click **Upload **for the file to be ready for import.
  5. The filename displays in the import screen once uploaded.
4. Choose to enable or disable the **Report Only** checkbox.
5. Click **Submit** to send the import task to the Task Scheduler for processing. An information message confirms that the task has been submitted.
6. Click **OK** to close the message.

## Scheduling the Import (Optional)

If you need to delay the import to avoid impacting system performance:

1. Click the **Schedule** tab. The scheduled task defaults to run **One Time** at the current system date and time.
2. Update the **Start date** and **time** fields, or click the date finder icon to select an appropriate date and time.
3. Configure the task notification options to **send a notification** or **send an email** once the import completes.
4. Click **Submit** to schedule the import task.

> ✅ Refer to [https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402256](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402256) for more information about scheduling the import.

## Viewing the Import Results

After the import task has run, you can review the results to confirm successful processing or identify any errors.

1. Click the **Output** tab.
2. Under the **Generated Reports** section, click the report links to review the import results.
3. If the **Report Only** option was enabled and there were no errors in the report:
  - Click **New **and Return to the **Import Criteria** tab
  - Re-upload the file and disable the **Report Only** checkbox
  - Click **Submit** to process the import
4. If the report shows errors:
  - Correct the errors in your CSV file
  - Click **New **and Return to the **Import Criteria** tab
  - Upload the corrected file
  - Run the import again with **Report Only** enabled until the report is error-free
5. Click **Close** to exit the screen.

---

# Additional Information

> ✅ Refer to [Task Scheduler](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402256) for more information about managing scheduled tasks.
> ✅ 
> ✅ Refer to [Supplier Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28390076/Supplier+Maintenance#Branch-Shipping-Terms) for information about manually creating and maintaining branch shipping terms for individual suppliers.