ONBOARDING | ECOMMERCE

To complete your Website Onboarding Process, we need to capture details about what you are selling on your online store. Our Product CSV file is how we gain all information required about your products to accurately put these together within your online store.

Ready to start? Let’s build your store!

PRODUCT CSV STEPS

IMPORTANT: Start by duplicating your CSV file. Our template is a ‘Base’, from here, you can work with the duplicated file. Ensure that we can access the file. Hit ‘Share’ in the top right-hand corner, adjust the settings from ‘Restricted’ (which is generally the default), to ‘Anyone with the link’.

There is a different tab for each required section, please read through details of each feature below and follow the applicable instructions while completing your CSV file.

  • PRODUCT URL

    Please input the product title here, in the following format:

    • Between 3 and 200 characters.

    • Separate words with dashes (-).

    • Don’t include spaces or special characters other than dashes.

    • Capital letters will automatically become lowercase on your site.

    • If the product has multiple options, like size or scent, only add the product URL slug to the first product row.

    TITLE

    Please input the product title here, in the following format:

    • Up to 200 characters.

    • If the product has multiple options, like size and scent, only add the title to the first product row.

    • Fill this out exactly as you would like it to display on the website, If you would like it in all caps, fill it out in all caps.

    • If you would like to include the brand name in the product title, please do so when filling this out.

    DESCRIPTION

    • Fill this out exactly as you would like it to display on the websiteSKU

    • Optional

    • Up to 20 characters per SKU.

    • If you leave this blank, Squarespace will automatically generate SKUs for each product/variant.

    Example: SQ3579

    OPTION NAMES

    • Please input the name of the product option here, for example if you have multiple sizes of a product, the ‘Option Name’ should be ‘SIZE’

    • .Optional

    • The names of the drop-down menus on a product details page.

    • Each pair of Option Name # and Option Value # creates a variant

    • Add a new row for every possible combination of options in the product.

    • There are 3 columns for option name, in the case your product has different sizes, scents etc. Leave these blank if not required.

    OPTION VALUES

    Please input the product options here, for example if you have three sizes, the values should be: ‘SMALL’, ‘MEDIUM’, ‘LARGE’.

    • Optional

    • The names of the options inside a drop-down menu on the product details page.

    • If you require more than three options, insert additional columns as needed, next to the other ‘Option Value’ column, titled ‘Option Value 4’, ‘Option Value 5’ and so on.

    PRICE

    • The price of the product or variant.

    • Enter numbers and decimal points (.) only. After the import, prices will display in your store’s currency.

    CATEGORIES

    You may make as many categories as you please, but we would suggest grouping them into a concise number of sections.

    Your category cells should look as follows:

    Category example: /clothing

    Subcategory example: /clothing/blouses

    • Lowercase only.

    • To add product to multiple categories, separate these by commas.

    • Up to 25 characters per category

    • If the product has multiple options, like size or colour, only add the categories to the first product row.

    • Leave the forward slash within the cell before the category name.

    TAGS

    Optional but helpful for back end organisation. It is a good idea to add the Brand name as a tag for each product.

    • Up to 80 characters per tag.

    • Separate tags by commas.

    • If the product has multiple options, like size or scent, only add the tags to the first product row.

    • Example: organic, soft

    WEIGHT, LENGTH, WIDTH, HEIGHT

    • This should be relevant to the shipping of your product, as these dimensions will be used to calculate weight / size based shipping.

    • Enter numbers here, not words

    HOSTED IMAGE URL

    • Supports web-hosted product image link(s). Paste the image’s full URL. Ensure the URL leads directly to the image, not a page that includes the image. Ensure the URL ends in an image file extension—like .jpg, .gif, or .png—instead of .com or .html.

    • Separate multiple images with spaces or line breaks. (Google Sheets: Alt+Enter)

    • It’s not possible to upload images from your hard drive into this .csv.

    After importing, Squarespace becomes the host for these image files. Changing or deleting the hosted image URLs won't affect your images. If the product has multiple options, like size or scent, only add the hosted image URLs to the first product row.

  • Gift Cards help to increase sales by allowing customers to purchase an online or printable card to gift to a chosen recipient.

    Every purchased gift card has a unique code. When a customer purchases a gift card, they can email the code to their recipient or themselves. 

    When redeeming a gift card code at checkout, customers will see the card value subtracted from their order total. They can also see the balance remaining on the gift card. 

    f you would like to utilise this function, complete the dedicated section within the CSV file, one Gift Card per line. If you do not require this function, please leave the tab blank.

    If you require more Gift Card options than the allocation within your package, please get in touch with us for a quote.

    Complete one line for each dollar amount you would like to offer as a Gift Card.

    TITLE

    Choose a name for each Gift Card option you offer. The title of your Gift Card will be visible to clients within your online store.

    DESCRIPTION

    Provide a description for your Gift Cards.

    IMAGE 

    Please note the file name of your Gift Card image(s) that you have uploaded to your Google Drive folder.

    SKU

    • Optional

    • Up to 20 characters per SKU.

    • If you leave this blank, Squarespace will automatically generate SKUs for each product/variant.

    Example: SQ3579

    CATEGORY

    Please note your chosen Category name for each Gift Card. The most common choice here would be to name the category ‘Gift Cards’, however this function is useful if you want to offer both ‘Dollar Value’ and ‘Unlimited’ Gift Cards for example, so that you can categorise these separately.

    TAGS

    • Optional

    • Up to 80 characters per tag.

    • Separate tags by commas.

    • If the product has multiple options, like size or scent, only add the tags to the first product row.

    • Example: organic, soft

    AMOUNT

    Provide dollar amounts that you would like to offer in the form of Gift Cards. 

    Example: $25, $50, $100.

    EXPIRY

    Please note a timeframe for expiration of each Gift Card. If you would like your Gift Cards to have no expiration date, please note ‘N’.

  • If you would like to utilise the Subscription function, complete the dedicated section within the CSV file. If you do not require this function, please leave this tab blank. Please place each subscription offering on a seperate line.

    If you require more Subscription options than the allocation within your package, please get in touch with us for a quote.

    Subscription renewal reminder emails will automatically be sent to clients 7 days prior to their subscription renewal date.

    Subscription products are great for bringing in recurring, predictable revenue when selling products that customers order regularly, such as subscription boxes or cosmetics, health and beauty items.

    Subscribers save their checkout details and your store charges them automatically when their subscription renews. Customers can cancel their subscriptions at any time

    NAME

    Please provide the name of the product that you would like to offer on a Subscription Basis.

    LIMITATIONS

    If this product is only available on a subscription basis, please note: SUB ONLY.

    If this product is available as a one-off purchase as well as on a subscription basis, please note: BOTH

    If this product is ONLY available on Subscription, you wouldn’t have provided product details in the previous tab. Please complete NAME, DESCRIPTION, IMAGE, PRICE, SKU AND VARIANTS fields if this is the case. Follow the ‘PRODUCTS’ tab instructions for each of these sections.

    If these details have already been provided, skip these fields.

    FREQUENCY

    Choose a frequency that the customer is charged for this item. It can be anywhere between one week and one year.

    BILLING CYCLE

    Choose an end date for the subscription, or note; ‘N’ if it keep recurring until / if the customer chooses to cancel.

  • Custom product forms are useful for gathering information related to individual items, or about your customers where necessary.

    A custom product form opens as an overlay when a customer clicks Add to Cart. If fields are required, the customer can't add the product without completing the form.

    If you require more than one form, please duplicate the ‘FORM’ tab and complete one tab for each individual form. Please complete one line per form field/question.

    If you require more Form options than the allocation within your package, please get in touch with us for a quote.

    There are multiple form field structures available that we can curate for you, as follows:

    NAME

    The Name field requests first and last names.

    TEXT

    Use the Text field to collect basic information from visitors. Only one line of text can be entered here, so this field is best if you're expecting a short reply.

    EMAIL

    The Email field prompts the visitor to enter their email address. It must be a valid email format to be accepted.

    PHONE

    The Phone field prompts the visitor to enter their telephone number in a single text box. The number will format as the visitor types it in.

    TEXT AREA

    Use the Text Area field to collect longer replies or more complex answers. The Text Area field doesn't have a character limit.

    DROPDOWN

    You can create a drop-down menu with the Dropdown field. Enter a label for the drop-down to give it a title, and click Options to add or edit answers visitors will choose from. Visitors can select one option. 

    CHECKBOX

    You can create a list of multiple options with the Checkbox field. Enter a label for the list to give it a title, and click Options to add or edit answers visitors will choose from. Visitors can choose multiple options. 

    RADIO

    You can create a list of multiple options with the Radio field. Enter a label for the list to give it a title, and click Options to add or edit answers visitors will choose from. Visitors can choose one option.

    SURVEY

    You can create a response survey with the Survey field. For each option in the survey, visitors rate on a five-step scale from "Strongly Disagree" to "Strongly Agree."

    In the form submission email you would recieve, survey answers are displayed using a numerical scale from -2 to 2. "-2" represents "Strongly Disagree" and "2" represents "Strongly Agree."

    ADDRESS

    The Address field displays several text boxes to collect a visitor's mailing address.

    In form blocks, the address field includes a Country drop-down menu that changes the format of the fields to match the country selected.

    WEBSITE

    The Website field displays http:// in the text box so the visitor can enter a website.

    DATE

    Use the Date field to prompt visitors to enter a date.

    In form blocks, the date format will change to match your visitor's location.

    NUMBER

    Use the Number field when asking visitors to enter a specific number as an answer. Only numbers are accepted in the this field.

    TIME

    Use the Time field to prompt visitors to enter a time.

    To your visitors, the time format matches their location. 

    In your submissions, the time appears as your visitors entered it.

    FILE UPLOAD

    The file upload field prompts the visitor to upload files of a type and number that you specify. This field is only available in form blocks, not custom product forms or custom checkout forms.

    Google reCAPTCHA needs to be turned on in your form block's storage tab before you can add this field. reCAPTCHA is active by default on all form blocks and helps prevent spam.

    Visitors can upload these file types by default:

    • Image (.png, .jpg, .tiff, .heic)

    • Document (.docx, .doc, .pdf, .txt)

    • Presentation (.pptx, .pdf)

    • Video (.mp4, .avi, .avchd, .flv)

    • Audio (.mp3, .wav, .aac, .mp4, .alac)

    You can choose which file types are accepted and how many files visitors can upload (up to 5) in the field's settings. Each uploaded file is limited to a size of 10 MB. 

    How you download these files depends on your forms chosen storage option:

    • The Contacts panel - Click the link in the form submission details to download

    • Email address - Click the link in the email to download

    • Google, Zapier, or Mailchimp - Copy and paste the URL to download

    FIELD TYPE

    Please note your preferred structure for each field in the FIELD TYPE column

    FIELD TEXT

    Please provide your required text/ question for the field.

    FIELD OPTIONS

    Please provide your required answer options if you have selected a multiple choice field structure.

    FORM APPLICATION

    Note which product(s) this form should be actioned for.

  • eCommerce websites should have policies to inform your customers of your processes. We suggest a Returns Policy, Shipping Policy, One line per required policy

    NAME

    Please provide the name of each policy

    DESCRIPTION

    Please provide the copywriting for each policy

  • There are two fulfilment options, Self Fulfilment or DropShipping.

    Self Fulfillment: you handle or oversee the entire order fulfillment and shipping process on your own. Self-fulfillment gives you the most flexibility in how you package and process orders. It also gives you the most visibility into your inventory. 

    Self-fulfillment is most manageable if you run a smaller business. You can also hire someone to help with fulfillment or rent a storage or studio space where you can process orders outside of your home. 

    Dropshipping: this option is outsourcing all of the inventory management, order fulfillment, and shipping operations to an off-site third-party partner. These are also known as third-party logistics (3PL) providers. 

    If you expect to sell a lot of orders or sell made to order products, dropshipping could help to scale your business. Squarespace has shipping extensions that seamlessly link your online store and a dropshipping partner. Dropshipping simplifies the fulfillment process for you, but can make it harder to personalize and oversee your orders.

    DROPSHIPPING

    If you intend on integrating a third party logistics company for Dropshipping, please fill in the name of your 3PL Company, along with your login details for your account so that we can integrate this into your site. Leave the remainder of the columns blank - you will not need to complete these.

    Please complete the SHIPPING OPTIONS and SHIPPING ZONES columns if you intend on operating on a self-fulfilment basis. (Leave the dropshipping section blank)

    SHIPPING NAME

    Give each individual shipping option a name. Your customers will be able to see this within the checkout, so it is recommended to name the option as it is, for example: FLAT RATE SHIPPING AUSTRALIA WIDE.

    SHIPPING OPTIONS

    There can be multiple shipping options offered to your customers in the cart during the checkout process.

    1: Free Shipping:This option is the most appealing to customers. Build the cost into product prices or set a minimum purchase amount to support the shipping costs.

    If you offer a Free Shipping option at checkout, this will be available to any customer, as an offer for ALL orders. If you want to offer a Free Shipping Discount for specific orders or totals (example - free shipping on orders over $150 only), please complete 'DISCOUNT CODE - FREE SHIPPING' within the next section instead.

    2: Standard Shipping: With standard shipping, you’ll can charge every customer the same shipping rate (flat rate) or charge them based on order weight / size. 

    3: Express Shipping:Customers may want an option for two-day or next-day delivery. This would therefore be the most expensive shipping option, as it will cost you more to send with your chosen order fulfilment provider as a premium service.

    4: Click and Collect: If you would like to offer Click and Collect for your customers, please note this on a seperate line as a Shipping Option. Within this same cell, please also provide pickup details you want to share with your customers, like the pickup address, your store hours, and any instructions your customers should follow when they arrive.

    You can offer any of the following combinations of Shipping Options:

    • Express Shipping ONLY

    • Express Shipping and Click and Collect

    • Free Shipping ONLY

    • Free Shipping and Click and Collect

    • Standard Shipping AND Express Shipping

    • Standard Shipping, Express Shipping AND Click and Collect

    Please note your preference within this column, and put each of your chosen Shipping Options on a seperate line.

    SHIPPING ZONES

    For each Shipping Option, you'll choose one or more Shipping Zones.

    When choosing a Shipping Zone, there are two options:

    • Ship everywhere 

    • Ship to specific countries - Search for countries, and add each country where you’ll offer this shipping method. 

    Please note which ‘Zones’ each of your Shipping Options apply to, and if you want to offer two or more Shipping Zones per option, place these on their own line.

    Example: if you want to charge $5 for STANDARD SHIPPING within Australia, and $10 STANDARD SHIPPING anywhere else in the world.

    Within your CSV file, you would place this as:

    • LINE ONE: COLUMN 3 - STANDARD SHIPPING, COLUMN 4 - AUSTRALIA

    • LINE TWO: COLUMN 3 - STANDARD SHIPPING, COLUMN 4 - NEW ZEALAND

    • LINE THREE: COLUMN 3 - STANDARD SHIPPING, COLUMN 4 - REST OF THE WORLD.

    From here, continue on to fill out the pricing for each option within the next column.

    SHIPPING PRICING

    There are multiple shipping pricing structures available.

    1: Flat Rate: Flat rate shipping is a single cost per order, with the option to add an additional flat fee to each item if required.

    For Example: $5 Flat Rate Shipping for all orders of any size OR $5 Flat Rate Shipping PER ITEM.

    Please note that it isn't possible to set rates for specific products.

    2: Weight Dependant: this is when we set shipping charges based on the total order weight.

    We can also set alternative shipping cost structures for each region you ship to, for example increased rates to the US and Europe.`

    Please complete either the FLAT RATE or WEIGHT DEPENDANT column, depending on your preference.

    FLAT RATE: SHIPPING RATES

    If this is your preference, provide your Flat Rate Shipping rates for each Shipping Option here.

    WEIGHT DEPENDANT: SHIPPING RATES

    If this is your preference, provide your Weight Dependant cost structure for each Shipping Option.

    Example Structures below:

    AUSTRALIA + NZ:

    0-1KG Standard Shipping: $5

    0-1KG Express Shipping: $10

    1-3KG Standard Shipping: $10

    1-3KG Express Shipping: $15

    3+KG Standard Shipping: $15

    3+KG Express Shipping: $20

    REST OF THE WORLD:

    0-3KG Standard Shipping: $20

    0-3KG Express Shipping: $30

    3+KG Standard Shipping: $40

    3+KG Express Shipping: $50

    Your CSV file could therefore look as per the below examples:

    LINE ONE

    • COLUMN 2: STANDARD SHIPPING AUSTRALIA WIDE

    • COLUMN 3: STANDARD SHIPPING

    • COLUMN 4: AUSTRALIA

    • COLUMN 5: $5

    LINE TWO

    • COLUMN 2: EXPRESS SHIPPING AUSTRALIA WIDE

    • COLUMN 3: EXPRESS SHIPPING

    • COLUMN 4: AUSTRALIA

    • COLUMN 5: $10

    LINE THREE

    • COLUMN 2: STANDARD SHIPPING OUTSIDE OF AUSTRALIA

    • COLUMN 3: STANDARD SHIPPING

    • COLUMN 4: REST OF THE WORLD

    • COLUMN 6: 0-1KG: $5, 1-3KG: $10, 3+KG: $15

    LINE FOUR

    • COLUMN 2: EXPRESS SHIPPING OUTSIDE OF AUSTRALIA

    • COLUMN 3: EXPRESS SHIPPING

    • COLUMN 4: REST OF THE WORLD

    • COLUMN 6: 0-1KG: $10, 1-3KG: $15, 3+KG: $20

  • Discount Codes entice clients to purchase your products by offering a saving of your choice on the order total. During the checkout process, clients enter their code to receive a discount.

    If you would like to utilise this function, complete the dedicated section within the CSV file, one Discount option per line. If you do not require this function, please leave the tab blank.

    If you require more Discount Code options than the allocation within your package, please get in touch with us for a quote.

    AUTOMATIC OR MANUAL

    Discount Codes can be Automatic or Manual. Manual Codes require a word to be entered at the checkout stage for it to apply to the order. Automatic Codes will Automatically apply to any qualifying order without the need for a code during checkout.

    Please note your preference for each Discount Code you would like to offer.

    CODE

    For Manual codes, please note what you would like the customer to enter at the checkout to access the discount.

    Example: 'SAVE10', ‘FIVEOFF’, ‘SUMMERSALE’.

    NAME

    The customer will see this name within the checkout process.

    Example: 'New Customer Discount' , ‘10% Summer Sale’

    TYPE AND APPLICATION

    There are four Discount Code structures we can curate for you, each with their own application options.

    Please note the Discount Type under TYPE and your chosen Application for each under the APPLICATION column.

    If you would like to offer multiple applications for one Discount Type, please put these on a seperate line.

    See Discount options and applications below:

    1 | DISCOUNT: PERCENTAGE

    Offer a percentage off a service or package. The percentage needs to be a whole number. Percentage discounts do not apply to shipping.

    You can apply discounts to entire orders or limit them to a single product or pricing plan.

    PERCENTAGE APPLICATIONS

    1) ANY ORDER: Applies to any order of products or pricing plans with no restrictions. EXAMPLE: 10% off any order

    2) ORDERS OVER: Applies to orders with a subtotal equal to or over a certain price. The subtotal is the cost of all products, before tax and shipping, or the cost of all memberships, before tax. EXAMPLE: 10% off orders over $150

    3) SINGLE PRODUCT: Applies to one product. If a customer checks out with more than one of the same discounted product, the discount only applies to one of them. If selecting this option, please outline which product(s), service(s), package(s) would you like your discount to apply to. EXAMPLE: 10% off [product name here]

    2 | DISCOUNT: AMOUNT

    Offer a flat amount off a product, order, or pricing plan. Amount off discounts don't apply to shipping, or orders less than the amount off discount.

    AMOUNT APPLICATIONS

    1) ANY ORDER: Applies to any order of products or pricing plans with no restrictions. EXAMPLE: $20 off the total of any order

    2) ORDERS OVER: Applies to orders with a subtotal equal to or over a certain price. The subtotal is the cost of all products, before tax and shipping, or the cost of all memberships, before tax. EXAMPLE: $20 off orders over $150

    3) SINGLE PRODUCT: Applies to one product. If a customer checks out with more than one of the same discounted product, the discount only applies to one of them.  If selecting this option, please outline which product(s), service(s) you want your code to apply to. EXAMPLE: $5 off [product name here].

    3 | DISCOUNT: BUY X, GET Y

    Offer discounts or free products when the quantity of products in an order meets your requirements. This offer applies to items placed in carts and isn't applied automatically. Examples include Buy One Get One 50% off (BOGO), and Buy 2, Get 1 Free. 

    This type of discount can be used with physical, service, and download products that are one-time purchases. The Buy X get Y discount can’t be set up to work with the purchase of gift cards, subscription products, or for Digital Products like courses, Member Sites, etc.

    BUY X, GET Y APPLICATIONS

    For qualifying orders, your Buy X, Get Y discount can cause product or service 'Y' to be discounted in multiple ways.

    1) FREE: 'Y' is free when the discount is applied.

    2) AMOUNT OFF: 'Y' is discounted by a specified amount and deducted from the order total. If selecting this option, please note your chosen amount.

    3) DISCOUNTED: 'Y' is discounted by the specified percent off. If selecting this option, please note your chosen percentage.

    Please select one option from 1, 2 or 3 and provide the following details:

    What must be purchased to access this discount, which product and how many - and what will be free or discounted.

    4 | DISCOUNT: FREE SHIPPING

    Remove shipping costs for an order. You can choose to limit the discount to a specific shipping structure such as free two-day shipping, or make it available for any shipping option you provide. 

    FREE SHIPPING APPLICATIONS

    Choose which product(s) or package(s) would you like your code to apply to, or note whether it can be applied to all orders.

    When completing the TYPE and APPLICATION columns, be sure to note dollar amounts under the application column, so that we know what value your code holds, for example: AMOUNT OFF DISCOUNT: $20 off orders over $150

    LIMITATION

    You can limit the number of times a discount can be applied by a single person. You can also limit the number of times a discount code can be used at all - by anyone.

    We can apply limitations through different restrictions. Please select your chosen limitations and note these requirements for each Discount Code.

    • UNLIMITED: Customers can apply the discount unlimited times. You can however still set an expiration date.

    • PER CUSTOMER: Limits usage to once per customer email address.

    • SELECT TOTAL:Choose a total number of times the discount can be applied overall, by anyone.

    AVAILABILITY

    Please note a date when the Discount expires, or if there is no expiry, put ‘N’.

COMPLETED YOUR CSV FILE?

Complete the Onboarding Process by booking a time with us to approve Two Factor Verifications. Following this, make sure to check in with us. Once you have provided confirmation that all steps have been completed and content provided, we can get started on your project!

WHILE WE BUILD YOUR WEBSITE

While we are working away on your first draft, you can start preparing yourself for future Website Management. We recommend downloading the following mobile apps:

Stripe Payment Processing: This will be your ‘wallet’ for all intents and purposes, here you will manage your funds from orders and make transfers to your own bank account as necessary.

Google Authenticator: As a financial management platform, Stripe generally requires two-step authentication. Google Authenticator app is the most common choice.

SquareSpace Mobile App: This app allows you to view audience traffic and analytics, manage stock, sales, customer accounts, add products as well as make minor site edits.

We recommend reading through all available resources to start learning how to manage your new platform. The SquareSpace Help Centre is an incredible library and will likely have the answer to any questions you may have. You can watch videos and read step by step explanations on how to utilise all available functions within your website.

ACCESS MORE RESOURCES

A space for you to access educational resources, process timelines and detailed instructions, our Client Hub has been thoughtfully curated with you in mind. If you have any questions or require additional support please feel free to get in touch with us.