Shipping to Multiple Addresses: Bulk Shipments

You can create a request to ship a set of products to multiple addresses using the BULK SHIPMENT method. With this method you download an address template CSV file from the Console and fill it with recipient names and addresses.

Note

Bulk shipment is not available to “demo users”. These are users with the Console Owner role that have not yet enrolled by registering a security key, as part of the onboarding process. For more information, see Procedure Overview.

Important

Download a fresh countries CSV and address template CSV file every time you make a bulk shipment request. The templates change frequently, and any request that does not use the latest templates will fail.

You then upload the file, select from the Console the products that all recipients will get, and submit the bulk shipment request for the products to be shipped to multiple addresses. If different recipients require different product sets, create a separate CSV file for each product set.

Creating the Address File

Use the templates provided by Yubico to create your list of recipient names and addresses.

1. Click Shipments > All shipments in the left menu, then click Create shipment request in the top menu and select BULK SHIPMENT.

   

2. Click Download countries CSV to download the country list. This file contains the list of countries that your organization is allowed to ship to and the country code for each country.

   Important

   Download a fresh countries CSV and address template CSV file every time you make a bulk shipment request. The templates change frequently, and any request that does not use the latest templates will fail.

3. Click Download address template CSV to download the template for recipient information.

4. Fill out the address template. For details about the fields in the CSV file, see Recipient Information Fields.

5. Save the address file, it will be used when creating the actual shipment request.

Recipient Information Fields

When filling in the template, ensure you follow these guidelines for a successful validation later on in the process:

• The table header row from the template is included in your CSV file.
• The columns in your CSV file correspond exactly to those in the template.
• Either company name or first name and last name are required.
• If the destination country is either United States or Canada, state or region is required, see USPS Region/State Codes.
• Some table cells have limits on the number of alpha-numeric characters (including spaces). Ensure that content in a cell does not exceed the limits listed in the table below.

Note

The size of the uploaded CSV file must not exceed 25 MB. If it does, split the file and create multiple shipment requests.

In the table below, fields not marked as Required are optional. The Limit column displays the maximum number of alphanumeric characters permitted per field/table cell.

Important

To avoid delivery issues to addresses with long street names, for all shipments to India the maximum combined character limit is 120 characters between Address line 1 and 2. For shipments to other destinations the combined address line character limit is 105. For more information, see Recipient Information.

Column Heading	Description	Limit
Company	Required if name of recipient is not provided. Maps to the second line of the shipping label if the address is not residential. Do not provide a company name if shipping to a residential address.	20
First name	Name of recipient. Required if company name is not provided. Maps to the first line on the shipping label.	15
Last name	Recipient’s family name. Required if first name is provided. Maps to the first line on the shipping label.	20
Address 1	Required. First line of address.	60
Address 2	Required if address is undeliverable without, for example suite #.	60
City	Required. City, town, or township.	60
Region/State	USPS codes are required for the US and Canada, see USPS Region/State Codes. Region/state is required for other countries if the address is undeliverable without it.	50
Postcode	Required. Zip code or postal code.	50
Country Code 2	Required. Country code from available_countries.csv file, see Country Codes.	2
Recipient Email	Recipient’s email address.	80
Recipient Telephone	Required. Telephone number of shipment recipient. Any format is acceptable with or without spaces. Limit is 40 of the alphanumeric characters “0-9+-( )” unless the country code is IN, in which case the limit is 255.	40

Country Codes

The downloadable available_countries.csv file contains a list of destination countries and their country codes that your organization is allowed to ship to. Use the two-letter country codes to populate the Country Code 2 field in the address template.

Note

Although the system can deliver to Post Office (PO) Boxes within the United States, delivery to the equivalent elsewhere in the world is unlikely to succeed. If possible, use a different address.

Region/State Codes for US and Canada

If the destination country is either United States or Canada, state or region is required and must confirm to the two-letter codes for states (US) or territories (CA). To populate the Region/State field in the address template, use the codes provided in USPS Region/State Codes.

Creating the Bulk Shipment Request

The steps described in the following require that you have created a CSV file with recipient information to be used when submitting the shipment request.

1. In the Console in the All shipments page, click Create shipment request and select BULK SHIPMENT.

2. Drag and drop your address CSV file into the upload area, or click Select a file to add a file from a location of your choice. The file size must not exceed 25 MB. If it does, split the shipment request.

3. Select Opt out of address validation to override the Yubico address validation service if applicable, see Overriding Address Validation. If you select this option, the uploaded CSV file will still be validated for missing required fields.

   Important

   If you chose to override the Yubico validation service and a shipment is returned or otherwise undeliverable, Yubico will not refund the product, shipping fees, applicable taxes and/or VAT associated with that shipment.

4. If applicable, select a Reseller from the dropdown list. Your selection determines the inventories from which you can draw products from.

5. Select the Delivery Type, Normal or Expedited. Your selection determines the shipping fee, which is calculated after you complete the shipping request.

6. In the Product selection section, select one or more inventories to draw products from, and select the desired products and quantity from each inventory. If inventory allocations apply for a product, this is indicated (in pink). Customized products can also be selected if available for your organization (FIDO Pre-reg type of customizations are excluded since these shipment requests are not created in the Console). Customization options are indicated by the associated Customization ID (in blue).

Note

For some countries you can request only one (1) key per address due to customs duty regulations. To see which countries this limitation applies to, see Delivery Policies.

7. When done with the product selection, click Continue.
8. Verify the product selection and the address file to be used.
9. Click Create shipment request(s).
10. The recipient information is validated line by line to ensure there are no errors. If errors were found, you will see a notification indicating the type of errors and the lines in the file where they were found.

11. Correct the errors in the file according to the instructions and save it.
12. Click Use a different file in the upload area, upload the corrected version for a new validation, and click Create shipment requests(s).
13. When the file is accepted without errors you will see a success notification. The new shipment requests will appear in the Shipments page as one request for each recipient line in the CSV file.

Note

If you have purchased directly from Yubico as well as from resellers, you will have multiple inventories to draw products from. To request shipments from multiple inventories you need to make a shipment request for each inventory separately by selecting the desired reseller in the Reseller dropdown when creating the shipment request.

Editing and Deleting Shipment Requests

You can update an address or delete a shipment request until it is locked for processing and fulfillment. Editable shipment requests are shown with en Edit icon in the Status column in the list on the All shipments page. For more information, see Editing or Deleting Shipments.

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