Account User - Import Orders using Standard Mapping File

This article provides step-by-step instructions on how to import orders using the Standard Mapping File. Follow the guidelines below to ensure a successful import process.

Preparing the Import File

1. Download the Standard Import File from your platform or delivery partner.

2. Do not rename or alter the column headers—this will prevent successful import.

3. The file must remain in CSV format. Excel (.xlsx) files are not supported.

Required Columns

The following columns must be filled in for every order:

• Dropoff Contact Name

• Address Line 1

• City

• Province

• Postal Code

• Service Level

• Vehicle Type Id

• Ready At

Optional Pickup Columns

If the following pickup columns are left blank or not present:

• Pickup Contact Name

• Pickup Address Line 1

• Pickup City

• Pickup Province

• Pickup Postal Code

Then:

• If the Account User has a default contact, it will be used.

• If not, the Account’s default contact will be used.

• If no default contact is found, an error will be generated.

Reference Fields

The first three columns will map to the system’s Reference Fields:

• Reference Number 1

• Reference Number 2

• Reference Number 3

These appear on the order under Additional Info and may be renamed or set as dropdown fields depending on your configuration.

Service Level

Enter the Service Level ID exactly as provided by your Delivery Company.

Ready At & Delivery Window Options

You have two ways to enter pickup and delivery timing:

Option 1: Use Ready At & Service Level

• Delete the following columns:

  • Del Date

  • Del no earlier than

  • Del no later than

• Enter:

  • A Ready At date-time (format: YYYY-MM-DD hh:mm)

  • A valid Service Level

The system will use these values to auto-calculate the delivery window.

Option 2: Use Delivery Window

• Fill in:

  • Del Date (delivery date)

  • Del no earlier than (start time in 24-hour format)

  • Del no later than (end time, equal to or later than the start time)

  • Ready At (must not be earlier than Del Date + Start Time)

  • Service Level (used for pricing)

The delivery window will be honored as entered.

Vehicle Type ID

Enter the Vehicle Type Id as provided by your Delivery Company.

Latitude & Longitude (Optional)

Columns:

• Pickup Latitude

• Pickup Longitude

• Dropoff Latitude

• Dropoff Longitude

If blank or missing:

• The system will geolocate based on the address.

If provided:

• The address will display, but geolocation will use the coordinates.

Number of Pieces, Weight, and Parcels

Standard Import File (Without Items)

• Number Of Pieces: Enter quantity. If 0, no parcels are created.

• Weight: If omitted, defaults to 0. If entered, it's divided equally across all pieces.

Standard Import File (With Items)

On the first row of an order:

• Fill in order and first parcel details.

On subsequent rows:

• Fill in only parcel details.

Refer to "Filled in Standard with Items to be used as an example.csv" for formatting.

Parcel Item Fields

⚠️ If you enter dimensions for a non-customizable parcel type, the order will fail.

If no barcodes are entered and a custom barcode template is configured, barcodes will be automatically created.

Extra Fee Columns (Optional)

Add columns using the format:

nginx
CopyEdit
Extra extrafeeID

• Replace extrafeeID with the ID provided by your Delivery Company.

• Enter the quantity for the extra fee; it will be calculated according to your Extra Fee Schedule.

Importing Orders

1. From the left-hand menu, click Import.

2. Click Import File.

• Click Choose File, locate and select your CSV file.

• Click Import to begin the process.

The system will return to the Import List with the status as Requested.

Monitor Import Status

• Refresh the page using your browser or the refresh button at the bottom right.

• You will also receive an email notification when the import completes.

View Import Logs

In the Import List:

• Click the Download Menu (right side of each row).

• Choose to:

  • Open Log File

  • Download Original Import File

For example, refer to the files below:
Filled in Standard with Items to be used as an example.csv