| Field Name | Description |
|---|---|
| Data Source | This is the type of file that you will use to import your stops |
| File Name | Here you can enter the File name and location of the file you want to import. Click the square to the right of the field you can brows your system for the file |
| Load Import Specifications | Once you have selected your file to import this button will be available. You can load previous import specifications if you have saved them from a previous imports |
| Next | Click next to proceed to the next form |
| Cancel | This button will cancel the import process |
Specify a file format
| Field Name | Description |
|---|---|
| First row contains column headers | Check this box if the first line in your import file are the column names |
| Text Qualifier | Here you select your text qualifier, Single Quote, Double Quote, or none |
| Preview of File | Here you will see a preview of the file specified for import |
Specify column delimiter
| Field Name | Description |
|---|---|
| First row contains column headers | |
| Comma | |
| Tab | |
| Semicolon | |
| Other | |
| Preview |
Specify column mapping
| Field Name | Description |
|---|---|
| Billing Group | Here you can enter the billing group from the customer form (this can be left blank) |
| GroupID | Here you can specify the group folder the stop should go to in route planning. This must be the group folder ID number and not the group folder name (this can be left blank) |
| RouteID | This is the Route ID that the imported stop will go to, if left blank the stop will go to unassigned (this can be left blank) |
| Sequence | This is the stops sequence number (this can be left blank) |
| OverRideCommissions | (Required) Enter a monetary value |
| Name | (Required) Enter an Address Name |
| Address | Here is where you enter the address for the route stop (this can be left blank) |
| City | Here is where you enter the city for the route stop (this can be left blank) |
| State | Here is where you enter the State of the route stop (this can be left blank) |
| Zip | Here is where you enter the zip code for the route stop (this can be left blank) |
| Plus4 | Here is where you enter the Plus for of the zip code for the route stop (this can be left blank) |
| Phone | Here you can enter a contact phone number for the route stop (this can be left blank) |
| Attn | Here you can enter any text if applicable (this can be left blank) |
| LongRemarks | Here you can enter any text if applicable (this can be left blank) |
| ShortRemarks | Here you can enter any text if applicable (this can be left blank) |
| StopType | Here you can specify the stop type when you import the contract stop (this can be left blank) |
| Pieces | (Required) This is the number of pieces on the stop |
| Weight | (Required) This is the total weight of pieces on the stop. |
| ParcelType | Here you can set the parcel type for the the route stop enter parcel ID from (X Dispatch Maintenance -> Parcel types) (this can be left blank) |
| Reference1 | (Required) Enter text if applicable, can leave blank. |
| Reference2 | (Required) Enter text if applicable, can leave blank |
| RatePerOccurrence | (Required) Enter numeric dollar amount, or enter 0 |
| SettlementPerOccurrance | Here you enter the driver settlement amount per occurrence (this can be left blank) |
| Notes | Enter text if applicable (this can be left blank) |
| StopTimeMin | (Required) Stop time entered in military time(XX:XX) ex. 16:00 = 4:00PM |
| StopTimeMax | (Required) Stop time entered in military time(XX:XX) ex. 16:00 = 4:00PM |
| StopTimePreferred | (Required) Stop time entered in military time(XX:XX) ex. 16:00 = 4:00PM |
| ChildOf | here you can specify if this is a child stop of another route stop (this can be left blank) |
| Description | (Required) Enter in description text. |
| RateMultiplier | Here you can enter the rate multiplier for the stop, if applicable (this can be left blank) |
| Depot | Here you can specify the Depot for the stop (this can be left blank) |
| Lat | Here you can enter the Latitudinal point for the address (this can be left blank) |
| Lon | Here you can enter the Longitudinal point for the address (this can be left blank) |
| RouteSurchargeAdjustment | (Required) Enter numeric dollar amount, or enter 0 |
| CreatedBy | Here you can enter the userID performing the import (this can be left blank) |
| CreatedWhen | Here you can enter the date and time of the import (this can be left blank) |
| UpdatedBy | Here you can enter the User ID if updating contract stops that already exist (this can be left blank) |
| UpdatedWhen | Here you can enter the date if updating contract stops that already exist (this can be left blank) |
| UserField1 | Enter text if applicable (this can be left blank) |
| UserFeild2 | Enter text if applicable (this can be left blank) |
| UserField3 | Enter text if applicable (this can be left blank) |
| UserFeild4 | Enter text if applicable (this can be left blank) |
| UserFeidl5 | Enter text if applicable (this can be left blank) |
| UserFeild6 | Enter text if applicable (this can be left blank) |
| ParentStopID | Enter text if applicable (this can be left blank) |
| PostActive | (Required) Post active=1, post inactive=0 |
| ETA | (this can be left blank) |
| MinOffSet | (Required) This off sets the StopTimeMin, each value is 1 day. 1=1day, 2=2days and so on. use 1 and it will put the StopMintime to the next day |
| MaxOffSet | (Required) This off sets the StopTimeMax, each value is 1 day. value 1=1day, 2=2days and so on. use 1 and it will put the StopmaxTime to the next day |
| PreferredOffSet | (Required) This off sets the StopTimePreferred |
| LoadStop | (Required) This will mark a stop as the load stop for the route. This is best left as 0 value and assigned when placed on the route |
| GlobalLoadStop | (Required) value 1= Global load stop: value 2=customer load stop, best practice is to use value 0 for both load and global load stop fields |
| XMobileSecondaryLookup | (Required) Enter barcode information for X Mobile lookup. Ex. $cxt1234test$ Barcode prefix and suffix may differ depending on your set up |
| Sun | (Required) Value 1 = post on this day. Value of 0 = will not post on this day. |
| Mon | (Required) Value 1 = post on this day. Value of 0 = will not post on this day. |
| Tue | (Required) Value 1 = post on this day. Value of 0 = will not post on this day. |
| Wed | (Required) Value 1 = post on this day. Value of 0 = will not post on this day. |
| Thu | (Required) Value 1 = post on this day. Value of 0 = will not post on this day. |
| Fri | (Required) Value 1 = post on this day. Value of 0 = will not post on this day. |
| Sat | (Required) Value 1 = post on this day. Value of 0 = will not post on this day. |
| StartDate | (Required) Enter in the date you would like this stop to begin posting |
| EndDate | (Required) Enter the date that you would like this stop to end posting |
Ready To Import
| Field Name | Description |
|---|---|
| Save Import Specifications | Here you can save the import layout to your local system to use on another import |
| Back | Clicking this button will take you back to the previous screen |
| Finish | Clicking this button will process your import file, and create the stops in your system |
| Cancel | Clicking cancel will stop importing of the file |
Blank Required Field
If a field is left blank that is required you will see the error below.
Click Ok, and then back to to enter a value in the missed required field.