In this article, you will learn how to import orders using a CSV or Excel sheet onto the Onfleet Client Portal.
Onfleet's order import allows you to upload large quantities of orders in a batch, rather than creating them one at a time. Your organization can import orders by uploading a sheet in CSV, XLS, or JSON files.
This article will cover:
- Create an Import sheet
- Required Fields
- Optional Fields
- Order Dropoff Requirements
- Order Schedule - Complete Before and Complete After
- Uploading a Sheet and Mapping Columns
- Error Handling
- Downloadable Import Sheets
Create an Import Sheet
For Onfleet to import all the order attributes successfully, your file should contain at a minimum the required fields found in the sample import sheet attached at the bottom of this article.
Make a copy of the sample import template, remove the sample data, and add your own. To get started go to:
File > Make a Copy
Populate your Data
File > Download as ...
Required Fields
The following fields are required to be filled out in the import sheet for the order upload to be successful.
Order Pickup:
The should include the street number (including letters, if any) without spacing, followed by a space and the street name details including the full form of the street type (for example, "Street" instead of "St." or "East" instead of "E").
Also required:
and
Order Dropoff:
If your order has a recipient, the field will be used to indicate the first and last name of the customer the order is being delivered; this should be formatted as "FirstName LastName". If the order has no recipient, you can leave this section blank.
The field should include a valid, unique phone number for your recipient. If there is no recipient, then you can leave this section blank as well.
The should include the street number (including letters, if any) without spacing, followed by a space and the street name details including the full form of the street type (for example, "Street" instead of "St." or "East" instead of "E").
Also required:
and
Optional Fields
Order Pickup
The field is used to indicate the name of the person you are picking up the order from. This should be formatted as "FirstName LastName."
The field should include a valid, unique phone number for the person you are picking up the order from.
The following fields are optional for both the Pickup and Dropoff sections of the orders.
The field allows you to enable/disable automated SMS notifications for specific recipients. If you would like the recipient to receive notifications you can set the sell value to "TRUE", and if you would like to disable the communications you can set it to "FALSE".
If this field is not used, the task notification setting is defaulted to TRUE and a notification will be sent unless the Recipient has notifications disabled. (You can check the Recipient’s notification status by selecting their name on the Order, as shown below.)
The and fields are used to store order-specific information such as order number, item lists, or location preferences.
The field can include an apartment number, suite, or any additional information about the address.
Other optional fields are: and
Order Dropoff Requirements
You can set completion requirements to ensure that drivers collect or verify specific information when completing a Dropoff for an order. The requirements include: , ,, and .
For , , and set the cell value to "TRUE" to require the driver to collect a signature from the recipient, take a photo for proof of delivery, or include delivery completion notes. If the cell is left blank, the requirement will default to FALSE .
For , set the cell value to the number representing the minimum age requirement for the recipient (e.g. 18 or 21). If the cell is left blank, age verification will not be required.
Order Schedule - Complete Before and Complete After
If you would like to enforce a completion time window for the orders you can fill out the and fields. These fields apply to both the Pickup and Dropoff parts of the order.
The field allows you to input a date and time after which an order should be completed.
The field allows you to input a date and time before which an order should be completed.
You can choose to import the and fields in the following date/time formats:
Unix timestamp
MM/DD/YYYY hh:mm A (Example: 12/17/2015 2:30 PM)
MM/DD/YYYY HH:mm (Example: 12/17/2015 14:30)
DD/MM/YYYY hh:mm A (Example: 17/12/2015 2:30 PM)
DD/MM/YYYY HH:mm (Example: 17/12/2015 14:30)
If you deliver across multiple time zones, converting these values to Unix time is recommended. To convert local times to Unix timestamps in Excel, first make sure your times are in Coordinated Universal Time (UTC), then use the formula:
=(cell-DATE(1970,1,1))*86400000
Uploading a Sheet and Mapping Columns
Once you have your sheet ready for import you can upload the sheet and map your columns accordingly. To import orders, select the "Page" icon located in the upper right corner of the dashboard (next to the + icon).
Once the import window is open, select "Choose File" and then select the file from your device. Once uploaded, you will be prompted to map each Onfleet attribute with the corresponding attribute from your file.
Error Handling
If there are any issues with the data or format of data provided in your file, the system will alert you and describe the errors. If you would like to correct these errors on your file before proceeding, select "Cancel Import" and upload the corrected file.
Downloadable Import Sheets
For your convenience, the attached Onfleet Import Template (Unix) includes fields that will automatically convert your local date/time into Unix time. Simply enter your desired date/time into the Complete Before (Local) and Complete After (Local) fields, enter your timezone's UTC offset and Unix time will be generated in the Complete After (Onfleet Unix) and Complete Before (Onfleet Unix) fields.
Onfleet Import Template (Local) (60 KB)
Onfleet Import Template (Unix) (60 KB)