Support Center

What is the Correct Format for my Excel File?

Last Updated: Apr 10, 2018 04:39PM EDT
The answer is any format! WorkWave Route Manager was designed to allow you maximum flexibility when you upload output from your manual records or your CRM system.

We only require a file that contains data, but more on that later.

Our Field Mapping feature allows you to tell us what your fields mean - so you don’t need to build something to suit us.

But if you’d like to see a sample as well as breakdowns of what you can do in each field, download one of the templates at the bottom of this page.

Just fill in the information required there and bring the sheet into the system, map it to either Pickup, Delivery, Service, or Pickup & Dropoff. 

Now, in some cases, you may need to tell the Route Manager about where you pick things up and then drop them off. Some users refer to this as routing for an “origin” and a “destination”. In Route Manager we refer to it as a “Pickup” and a “Dropoff”. 

Important Notes:
  • Only the address (full or broken up) and Service Time fields are necessary - all others can be ignored or deleted from your template

  • You can add custom columns (Invoice #, Order #) - information your Driver needs, but is not necessary to the actual routing

  • The order of the columns does not matter

  • For more information, please see What is an Order?


Uploading your template and mapping it is something you’ll only need to do once unless something changes on your end. 

Best Practices and Rules for your Files

While you can give us a variety of headers and we're very flexible about getting information in, there are still some things to remember and consider:
  •  No formulas (vlookups and links included)
  •  No links to external files
  •  Only General or Text formatting should be used
  •  Only one sheet in a workbook - do not bring in full workbooks
  •  Only enough rows and columns for the data you're uploading (so, not a bazillion empty rows or columns) - you can only upload 1,999 rows at one time - if you have more than that, you will need to split up your file for import
  •  Limit the number of notes/comments you put in Custom Fields
  •  No embedded images, graphs, audio, etc

If you bring in a file that is too large, you will receive the following Error Message:
 

 
If you are unsure if your file has embedded information complete the following steps to convert your file from Excel to CSV:

1. Click on File

 

2. Click on Export
3. Click on Change File Type
4. Choose CSV (Comma delimited)

 

By changing the file to CSV, it removes any embedded information. 

If there is still uncertainty about whether the file will import correctly, submit a Support Ticket and the Support Team will test the file for you.

 
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