In your admin dashboard, click on the Users tab. Next, click on the Groups tab and then under Groups. Select the group you wish to customize in order to match the header in Excel / CSV file.
Next, select Import Settings tab and switch on Use Group Custom Settings to enable matching of headers. Under the Date Format, select the format of the Date column in your Excel file. Then, match the headers by entering the customized header name and click save.
In your admin dashboard, click on the Jobs tab and select Calendar. Next click on the delivery date on the calendar and then under the Deliveries tab, click the green Import Deliveries button.
Drop file to upload or click on the box. Select file then click save. The full list of deliveries for the day will be shown.
Select the Group that you are importing for the customised header.
Import button lets you add on the deliveries from your CSV or Excel (.xlsx) file to the deliveries that are already added for the day.
Delete All and Import button lets you delete all existing deliveries for the day before importing the new deliveries from your CSV or Excel (.xlsx) file.
There is no fixed order for the headings in the CSV or Excel (.xlsx) file. The only requirement is that the first row must be a header row specifying which field the column represents and the mandatory fields Date, D.O. No. and Address must all be present. You can position the columns freely i.e. Address field can be the first column or the second or last column as long as the first row reflects the Address header correctly.
The available fields are:
D.O. No. (required field)
Date (required field)
Address (required field)
SKU (optional, only required for items)
Description (optional, only required for items)
Qty (optional, only required for items)
Always include country name in the Address field, preferably at the end, for accurate results.
Specify Notify Email only if you wish to send a delivery update to the external (customer-facing) email address.
The Assign To field must match your vehicle’s Name / Vehicle no. field exactly so that our system can assign the deliveries to the correct vehicle.
SKU, Description and Qty are only required if you are providing item details for the delivery. To specify more than one item, simply repeat the row with the same D.O. No. with different SKU, Description and Qty.
The headers (first row) must be spelled exactly as above for our system to be able to match the respective fields.
Once the deliveries have been imported, they will appear in the Detrack app of the respective assigned drivers’ phones. The Detrack app must be started and newly imported deliveries may take up to two minutes to appear.