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- Select the Import icon “
". - Browse for your excel file or simply drag and drop the file to begin importing.
Nota:
You can either use our template by clicking on “Download Template” or use your own excel file and map the columns to the Delivery fields. You can refer to the Guía De Importación for detailed information on the template file.
- Under “Mapping”, users are to map the columns that they wish to import the data from the Excel file. Any columns in the Excel file that are not mapped will be ignored. Once done, select “Import Columns”.
- If there are any errors, it will show under “Validation”.
- Seleccione "Siguiente" if there are no errors.
- Finally, users can indicate under Job Setup up if they wish to standardise all jobs to have any To-dos and if the user wants to set a scheduled date and time.
- Una vez hecho esto, seleccione “Complete Import”.
- You can indicate the schedule delivery dates for all jobs before confirmation of import.
- You can save the Excel file as a template so that future imports do not require any mapping. You can save multiple templates and this can be viewed from Configuración De Entrega.
