TUTORIAL

How To Import Jobs Across Different Dates

This article is regarding the import of jobs (for different dates) in a single CSV / Excel file. Important Fields to take note of

Field Description
Detrack Job Type Either Delivery or Collection
Date Date to perform the job
D.O. No. Unique identifier for the job
Address Location to perform the job

DATE FORMAT

The default date format is YYYY-MM-DD. To select other formats, navigate to Settings > Job Options > Import Date Format.

USE OF COLLECTION HEADERS

By default, the headers settings will take reference from your Delivery settings for importing. If you wish for the systems to separately take the Delivery and Collection headers for importing your file, navigate to Settings > Collection > Switch on Use collection headers for cross date import > Save.

Thereafter, when the Detrack Job Type (either Delivery or Collection) is being specified, it will take reference from the Delivery or Collection headers respectively. To import jobs across different dates:

  1. Click on Jobs > Import Jobs.
  2. Select your file for import.
  3. Click Import.
  4. The results will appear in the Import Results section.