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 > Import Jobs.
Select the required Group.
Select the required file > Import.
There is no fixed order for the column headings in the CSV or Excel (.xlsx) file; the columns can be repositioned 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 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.
The available fields are:
- D.O. No. (required field)
- Date (required field)
- Deliver to
- Address (required field)
- Delivery time
- Tracking No.
- Phone No.
- Notify email
- Webhook URL
- Assign to
- SKU (optional, only required for items)
- Item Description (optional, only required for items)
- Quantity (optional, only required for items)
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, Item Description and Quantity 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, Item Description and Quantity.
The headers (first row) must be spelled exactly as above for our system to be able to match the respective fields. (Case sensitive)