The Import tool allows the users to create multiple deliveries using an import file. Currently, the tool supports .xls, xlsx. and .csv files.
This tool consists of 3 steps:
- Setup you pickup/dropoff information
- Drag and drop your spreadsheet file
- Check if the addresses are correct before creating
1- Setup your pickup/dropoff information
For the first step, users can select an import with a common pickup (traditional deliveries), meaning that all deliveries created will have the same pickup location, or a common dropoff (inverse logistic), in which case all deliveries created will have the same dropoff location. Depending on the option selected, users will have to provide information related to that location.
For providing a location, users can use whether the map, dragging the marker to the desired location, or using the Enter a location field, which has an autocomplete feature that shows geolocated places based on the user's input. The Extra info field is intended to contain additional information for that location.
In case the users have already created locations in the places section, these will be automatically loaded and ready for the users to use them.
It is important to provide a pickup date, considering that this date must be at least one and a half hours ahead of the current time.
2 - Drag and drop your spreadsheet file
In this step, users will have to provide the import information by dragging and dropping the file or searching the file in their computer. After that, a window to match the corresponding columns will appear. This is necessary so that the import tool could create the deliveries without problems.
Users must specify at least email or phone for each delivery, as well as address or address number.
Once the required columns have been matched, users will see the detail of the file once it has been processed. If the file contains errors, like missing fields, the import tool will give users the option to set default values only for the next columns: City, Product Size, Product Quantity and Product Name. This default values will apply for all the deliveries.
Missing fields in the Email, Phone, Address or Address Number columns will request the user to fix them in the file and load the information again.
If all errors have been fixed, the import tool will be ready to let the users move to the final step.
The import tool also allows the users to group their deliveries by Reference ID. With this option enabled, all the packages in the deliveries with the same Reference ID will be added to a unique delivery, keeping the pickup and dropoff information of the first original delivery with the Reference ID.
3 - Check if the addresses are correct before creating
The third step is all about getting the information ready for the creation of the deliveries. The import tool will automatically geolocate the dropoff locations. If an error occurs during this process, the tool will tell the users so that they can manually find the desired address. An address could be edited by clicking on the pencil icon.
Finally, to create the deliveries, the users must select them and press the CREATE DELIVERIES button. Once a delivery is created, a green check icon is shown.