How To Import Jobs Across Different Dates

Instead of importing your jobs on a daily basis, you can import your jobs across days in one CSV or Excel manifest. You can also import collections and deliveries in one file. 

To import jobs across days via an Excel or CSV file, you need to ensure that you create 2 mandatory columns for “Type” (referring to job type, either Delivery or Collection) and “Date”. For the “Date” column in your Excel or CSV file, you need to populate the dates in a consistent format; the default format used is shown in red (on your Detrack Dashboard > Jobs > Import Jobs).  If you would like to change the date format, you can do so at Job Settings > Options > Date Format, from there you can select between 7 formats in the drop-down menu.

By default, the headers settings will take default from your Delivery settings for the import.

If you wish for the systems to separately take the Delivery and Collection settings for importing your file, navigate to Settings > Collection Settings > Check the Use collection headers for cross date import > Save.

When preparing your manifest, indicate the Type of the job, either Delivery or Collection for it to take reference from either the Delivery or Collection header settings.

Type D.O. # Date Address
Delivery D1 2019-10-11 DummyAddress1
Delivery D2 2019-10-12 DummyAddress2
Collection C1 2019-10-13 DummyAddress3
Collection C2 2019-10-14 DummyAddress4

To import jobs across different dates,

    1. Click on Jobs > Import Jobs
    2. Click on Select import file to select the file to import.
    3. Click Import to import the file.
    4. You will see “All records are imported successfully!” if all is successfully imported.