In your admin dashboard, click on the Jobs tab and select Calender. Next click on the collection date on the calendar and then under the Collections tab, click the Import Collections button.
Drop file to upload or click on the box and select file. The full list of collections for the day will be shown.
There is no fixed order for the headings in 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. No. 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. No. (required field)
- Date (required field)
- Collect from
- Address (required field)
- Collection time
- Tracking No.
- Phone No.
- Notify Email
- Webhook URL
- Assign To
- SKU (optional, only required for items)
- Item Description (optional, only required for items)
- Item Quantity (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, Item Description and Quantity 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. No. with different SKU, Item Description and Quantity (check out Sample Excel 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.
To obtain a blank CSV / Excel file, kindly refer to How To Obtain Sample CSV / Excel For Import (Collection).