To provide partial automation of the route planning process, it's possible to import address/order information that's prepared in the third-party system by using the address import feature.
First of all, the list of addresses has to be prepared. The platform will ensure the data analysis and validation of the file before the import is finalised. Depending on the data provided in the imported file, the addresses will be added to the platform as:
Unassigned orders, if no vehicle/driver is specified in the file;
Orders assigned to a vehicle/driver, if relevant data is specified in the file.
📘 For file records with vehicle/driver specified, a single route per import will be created for each vehicle/driver listed in the imported file with single or multiple orders depending on the data specified in the file.
The platform supports the import of .xls, .xlsx and .csv file formats.
Import a File
Import file represents a list of addresses and their information. Each address is entered in a separate cell of a column.
The most essential information in the import file is the address. All other data fields are optional and can be used according to the capability of the third-party system from which the data is exported.
Click IMPORT to upload the address file. You can use the sample file provided for all platform users.
After the file is uploaded, modify the counting number of the row from which data import has to be started:
Exclude the row with column titles from the import;
Include only the last lines of a file in case there is a single file maintained for all address records and unplanned addresses are entered in the last rows of the file.
Click ANALYZE FILE and wait for the confirmation of successful file import.
📘 If the platform doesn't support the uploaded file format a relevant warning message will be displayed instead.
Analyze and Validate a File
After the file is imported, it's possible to edit any cell in the address import list by clicking on the desired record.
If the assignment to the vehicle/driver is not specified, the address will be imported as unassigned.
If order ID/name is not specified, an order with an automatically generated ID will be created upon data import to include all addresses with no order ID/name specified. If specified, relevant orders will be created in the platform accordingly, so that the addresses from the imported file attribute to the correct order.
If no address type is specified, the platform will treat it as a visit address.
🔔 Pick-up and delivery types can be specified for orders with the Order ID/Name field filled in the source file. If otherwise, relevant rows will not pass validation.
📘 If the client name, additional notes, e-mail and phone data are entered in the imported file, then in addition to creating an order, a relevant record in My clients database will be created upon file import.
After column names are set and desired modifications in importable data are made click IMPORT and the platform run the data validation.
Data validation fails in case there are errors. There can be a wrong address that can't be validated against the address database, a wrong or non-existing name of a vehicle or driver, or other errors. In case the validation fails, the relevant rows will be highlighted pink. The font colour of cell values with data that did not pass the validation is red.
📘 Address import can't be completed until all errors found during validation are fixed.
The validation process can be repeated as many times as necessary to find and fix all errors in the data intended for import.
Confirm File Import
If the import process is successful (without validation errors), after clicking IMPORT the data will be integrated into the platform.
Imported addresses are displayed accordingly either in the Unassigned orders tab or in the Route planning tab for the particular vehicle or driver.