We added a super simple solution for merchants that have orders and customer lists on CSV files. You can now easily import all the data directly from these files. In order to upload a file:

  1. Go to Settings
  2. Click on Merchant Configuration
  3. Go to the CSV Upload Fields tab
  4. Click on Add Field
  5. Set the field index (column letter) and name according to the CSV file you are uploading.
  6. Add as many more fields as you need
  7. Click Update

PLEASE NOTE:

Scheduled time

Scheduled time needs to be in one of the following formats:

  • YYYY-MM-DD  HH:MM (e.g. “2015-02-24 14:25”)
  • Month day year time AM/PM (e.g. “Feb 24 2015 2:25 PM”)

If your excel sheet has time windows for deliveries, please use the end of the time window as the scheduled time for delivery.

Adding multiple stops for the same task

If you have multiple stops under the same task, here is how you upload them:
First, make sure each stop has its own line on the CSV file. Make sure there is a unique order ID that is the same for all lines that represent a stop under the same task.
Then, map the order ID column to the field called “External ID”.
Finally, add another column with numbers that will represent the order of the stops within the task. Map this column to the field called “Waypoint position”.

Adding inventory items

You can add an inventory item per task or per waypoint.
In order to add an inventory item, make sure to map one of the columns to either “inventory_title” or “scan_code”.
Other fields that refer to inventory items are “pickup_dropoff” (0 is pickup, 1 is dropoff, empty is unknown), “weight”, “length”, “width”, “height” and “inventory_price”.
For more information about inventory, reach out to our support team.

Now you can upload the file:

  • On the upper right side of the Dispatch tab, click on the arrow next to the Add Order button.
  • Choose the file you want to upload and click Import.
  • You can test your configuration by clicking on Test First Line Only. This will display a sample order using the first line of your CSV file.

Contact us if you encounter any difficulties.