In your admin dashboard, click on the Jobs tab. Next click on the collection date on the calendar and then under the Collections tab, click the green Import Collections button.
Click on the Select import file button to select your collections file from your computer. Next, click on the Import button. To see your imported collections, click on Back to list. The full list of collections for the day will be shown.
Import button lets you add on the collections from your CSV or Excel (.xlsx) file to the collections that are already added for the day.
Delete All & Import button lets you delete all existing collections for the day before importing the new collections from your CSV file Excel (.xlsx) file. To see the Delete All & Import button, click Back to list and click Import Collections again.
There is no fixed format for 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. # 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. # (required field)
- Date (required field)
- Collect from
- Address (required field)
- Collection time
- Tracking #
- Phone #
- Notify email
- Notify URL
- Assign to
- 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 an collection 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 collections to the correct vehicle.
SKU, Description and Qty are only required if you are providing item details for the collection. To specify more than one item, simply repeat the row with the same D.O. # with different SKU, Description and Qty (check out Sample CSV 1 for an example).
The headers (first row) must be spelled exactly as above for our system to be able to match the respective fields.
Once the collections 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 collections may take up to two minutes to appear.