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How to setup Waitlists in bulk?

Bulk uploading lets you create multiple Waitlists at once using an existing file — such as a purchase order — or a simple spreadsheet with product details.

It’s the fastest way to put lots of products live for pre-order, without having to add them one-by-one.

1. Prepare your file

You can upload:

  • Purchase orders (PDF, Excel, or even images are accepted)

  • Spreadsheets (XLSX or CSV files)

Our AI model automatically extracts products, SKUs, quantities dates and other values from your document.

You can upload an existing purchase order and let our AI do the heavy-lifting, or you can upload a spreadsheet containing the data in the table below.

Columns with * are optional.

Column

Example

Description

Product Name

Purple Socks

The product name as listed in your store

Variant SKU code

Socks_001

The unique SKU for each variant, as used in your store

Quantity

25

Number of units you want to add to the Waitlist

Earliest Ship Date

Jan 10 2026

The earliest estimated shipping date

Latest Ship Date

Jan 20 2026

The latest estimated shipping date

Size*

L

The variant's size. Alternatively, use a size grid: one column per size, with the quantity in each cell

Color*

Deep Purple

The variant's color. Width, Length, Material and Fit are read the same way

Location*

London Warehouse

The inventory location the Waitlist sells from. Matched against your location names in Purple Dot

Payment Plan*

50/50

The payment plan your shoppers get. Matched against either the plan name ("30% upfront, 70% on shipment") or its shorthand ("30/70")

Cancellation Policy*

Until scheduled pause

What your shoppers are allowed to cancel. Must match a policy name exactly as Purple Dot shows it, e.g. "Until scheduled pause or if delayed", "Only if delayed", "Never cancellable"

Labels*

Spring 26

Drop 1

Launch Date*

Jan 2 2026

The date the Waitlist goes on sale. Only read if scheduled launches are turned on for your store

Scheduled Pause Date*

Jan 9 2026

The date the Waitlist stops taking pre-orders. Only read if scheduled pauses are turned on for your store

📎 Upload Template.xlsx

💡 Tip: If you don’t have unique SKU codes for each variant in your store, try adding extra columns with the variant information (e.g. size or colour) to improve the matching accuracy

💡 Tip: Keep your shipping dates in separate columns — this helps our AI match them accurately.

2. Upload your file

  1. Click Create Waitlists

  2. Choose Create in bulk

  3. Click Upload a file or drag and drop your document.

  4. Wait a few seconds while our AI reads your file and extracts the key information.

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💡 Tip: If the upload processing is taking a long time, try splitting your upload into smaller documents for faster outputs. It usually takes about 30 seconds to process 30 - 50 SKUs.

3. Review your matches

Our AI will have automatically matched the products in your file to the products in your store.

You’ll then be able to:

  • See a summary of the products, variants and units extracted

  • Fix any variants our AI model couldn’t match

  • Correct any other matches before continuing

You’ll be able to finalise your quantities and Waitlist details at the next step.

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💡 Tip: For any unmatched or mismatched products, try copying the SKU number or product name from the “Your document” column and entering it within the “Change variant” search.

4. Edit and confirm Waitlist details

Next, you’ll edit Waitlist details — like shipping dates, labels, and quantities — before creating them. We'll have pulled through some of this information automatically.

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You can click into a row to open up the Waitlist details and adjust any of the settings manually.

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You can also edit the details for multiple Waitlists at once by selecting the relevant Products from the list and using the bulk actions.

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💡 Tip: Try adding your purchase order or shipment number as a label - it makes it easier to track and update your Waitlists once they’re live.

💡 Tip: The "Adjust quantities" feature is useful if you’ve uploaded a purchase order and only want to put a % of your incoming inventory on pre-order.

💡 Tip: If you want to share the Waitlists and inventory across multiple storefronts, just select the relevant stores from the “Creating Waitlists in…” list.

5. Create your waitlists

When everything looks good, click Create Waitlists.

We’ll confirm once your waitlists have been successfully created.

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✅ That’s it

You’ve bulk uploaded your Waitlists!

If you’re not sure where to start, try using our Excel template below, or check out the sample purchase order as inspiration for the types of document you can upload.

📎 Bulk Waitlist Upload Example.csv

📎 Purchase Order Upload Example.pdf

If you have trouble with your upload or questions on the best file formats, reach out to our support team, who can guide you through it - we’re happy to help!