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The Extend B2B Buying app simplifies bulk purchasing by allowing your customers to upload products directly to their carts using a CSV file or by pasting CSV content. Based on the option selected in the admin, the CSV feature will appear on the store either alongside the product table or by itself. For this guide, we have selected the “CSV and Table” option. Note: Please note that the CSV upload and the product table are independent features — the CSV upload is specifically for adding products to the cart by uploading a CSV file.

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​Using the CSV Upload Feature

After logging into the store, first select your location. Based on the selected location, the product catalog will be displayed to you accordingly. You will also see a CSV Upload button alongside the table. Clicking the CSV Upload button will open a dialog box with two options:
  1. File Upload
  2. CSV Paste

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​1. File Upload

  1. Upload a CSV file by dragging and dropping it into the dialog box or selecting it from your computer.
  2. Download Template: You can click the Download Catalog button to download a CSV template.
    The template will contain a list of products where you only need to fill in the quantities for each product you want to order.
  • The template includes columns like Product ID, Product Title, Variant ID, Variant Title, Variant SKU, Price, Quantity ,Stock Availability)
Note: You can upload a maximum of 500 line items using CSV Upload or CSV Paste. This is due to a platform limitation — Shopify checkout currently supports up to 500 items per order. 3. After Upload: Once your CSV is uploaded successfully without any errors, you will be directed to an intermediary screen where you can:
  • Review the products
  • Adjust quantities if needed
  • Select which items to add to your cart
4. Error Handling: If there are errors related to order quantity, minimum quantity, or maximum quantity, they will be highlighted. You must fix these errors on the intermediary screen before proceeding. Note: If you prefer not to use the provided template, your own CSV file must at least contain these two required columns:
  • Variant ID
  • Quantity

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​2. CSV Content Paste

  1. Instead of uploading a file, you can paste CSV content directly into the text box.
The format should be simple: Variant ID, Quantity (for example: VID49803086397759,1). ​ 2. After Pasting and Submitting:
  • The system will validate your entries.
  • If valid, you’ll be directed to the intermediary screen to review and select products to add to your cart.
3. Error Handling: If there are any issues (e.g., missing Variant IDs or invalid quantities), you will receive an error message prompting you to correct them and then proceed. Regardless of whether you choose File Upload or CSV Content Paste, after uploading or pasting your content, reviewing the items, adjusting quantities, and resolving any errors, you can easily add the selected items to your cart.

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Support for Semicolon-Separated CSV Files

We now support semicolon ( ; ) as a separator, so if your CSV columns are separated by semicolons, both File Upload and CSV Content Paste will process them correctly.