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Import with Excel or CSV and Map your Fields

Last Updated: Nov 21, 2016 08:41PM CET
For more information on the proper formatting for your Excel file please see What is the Correct Format for my Excel File?

1. Click the "Add Orders" button.
 


 
2. A new window will open up and ask you what type of Orders you have.
 

 
 

Select the one that best matches your business. You can always import a different type later if needed. 

3. Once you've picked your Order type you need to upload your Excel or CSV file. A new window will open up. You can either click "Select a File" or drag a file into the window.

 

4. Click "Upload" when you've selected your file. 

5. If this is your first time doing this you will now map your Excel/CSV file to Route Manager's memory.

You probably have a file that resembles this: 
 
 
 

WorkWave Route Manager gives you the ability to take the above file, output from your order entry system, your CRM, or your ERP, and convert them to values Route Manager will understand. (You can, of course, make a custom file for Route Manager as well.)

All you have to do is tell Route Manager what those columns mean. We do this through a one-time process of Column Mapping in our import wizard. You won't have to do this again unless your file changes. 
 



A. This is an instruction area. It will tell you if all of the necessary information is available for you to continue. All Route Manager needs is an address.
B. These are the columns from your Excel/CSV file. You'll click on these to start telling Route Manager what they mean.
C. This area will be where you tell Route Manager what your columns mean.
D. As you select meanings and mappings explanations for those meanings will be here.

 
1. Click on one of the columns in "Your Columns".


2. The name of your column will appear below (Section B) and you'll be asked to tell Route Manager what the column means. Click the drop-down to make your pick.


3. Make your selection and the columns will turn green. 


4. Explanations for what you've chosen will appear to the right in section D.


Related Columns

5. Sometimes you will map one column that needs another column to be mapped to be complete. We call this a related column. For example, every Time Window Start needs a Time Window End.

When you select "Time Window Start #1" the column will be red until you also select a "Time Window End Start #1".


Custom Fields

6. You can also bring in columns that are not necessary for Route Manager to route your Orders but are necessary for your Drivers to have. We call this a Custom Field. 

Anytime you do not see an option to map your columns to, that is most likely a Custom Field. Select the column you'd like to map (1), and in the drop-down click Custom Field (2).


7. Route Manager will automatically add in the name of your column for you. You can always change it.


8. When you're all done - just click "Next" and proceed to geocode your Orders



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