How To Import Deliveries For Different Groups With Different Excel / CSV Templates

Setup

1. Click Users > Groups.
   
   
2. Select the group you wish to customize in order to match the header in Excel / CSV file.
3. Select Import Settings tab and switch on Use Group Custom Settings to enable matching of headers.
   
   1. Select the Date Format of the Date column in your Excel file.
      
   2. Match the headers by entering the customized header name > Save.

Import Job

1. In your admin dashboard, click on the Jobs > Import Jobs.
   
2. Select the required Group.
   
3. Select your file > Import.Notes:
   1. Import button will append the jobs from your CSV or Excel (.xlsx) file to the existing jobs.
   2. If there were to be a job with an existing D.O. No., it will be updated.
   3. 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.
   4. There is no fixed order for the column headings in the CSV or Excel (.xlsx) file; the columns can be re-positioned 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.
   5. The first row must be a header row specifying which field the column represents.
      The mandatory fields corresponding to Date, D.O. No. and Address must all be present. (Case sensitive).
   6. If your job/s has multiple items, simply repeat the row with the same D.O. No. with different SKU, Item Description and Quantity.