Import appointments in the order bucket

It is possible to import the appointments with a due date via an Excel or CSV file into the order bucket by following these steps:

Go to the “Order bucket” tab of the “Schedule” module.

Click on the blue “Import orders into bucket” button.

Fill in the import file

Before importing your file on AntsRoute, download the import template and check the explanations on the fields to be filled in your file which are available on the right side of your screen.

Click on the green “Download template” button.

Fill in the fields below in your file.

Note: The names of columns (or headers) in the Excel or CSV table must be the same as the bold fields defined below (for example: Name, Address, Duration, Due-date, etc.).

List of mandatory fields :

Name of the customer or possibly the company name ;
Address (For example: Earlham St, West End, London WC2H 9HU) ;
Duration in minutes. For example 120 ;
Due-date in YYYY-MM-DD (For example : 2020-01-01) or DD/MM/YYYY (For example : 01/01/2020) format. This date can’t be in the past.

List of optional fields :

Open-date, i.e. the date from which the appointment can be done in YYYY-MM-DD or DD/MM/YYYY format. For example 01/01/2018 ;
Id, i.e. the external identifier of the imported order. It is unique. It may correspond to the order number, batch, purchase order. For example: 20180101-1 ;
External client identifier, i.e. the customer code of your ERP (if you have one) (For example: C00013434) ;
First name of the company name ;
Phone number in international format (For example: +447111111111 ) ;
E-mail (For example: marie@antsroute.com) ;
Postal code (For example: WC2H 9HU) ;
City (For example: London) ;
Latitude (For example: 48.731612) ;
Longitude (For example: 5.978622) ;
Comments (For example : Ask the guard for the key) ;

Note: The phone numbers must be in international format. For example, +447111111111 for British phone numbers. To display the “+” mark in the table, format the cells as text.

List of other optional fields when defined in settings :

Type of order. You must use the terms used when adding the types of order from the “First name – Last name” module (for example: pick-up or delivery) ;
Time slot which is one of the time slots defined in “First Name – Last name” > “Sites” > ” … ” > “Configure” > “Time slot management”. The format must be HH:MM-HH:MM (e.g. 08:00-10:00) ;
Comp_XXX with XXX which is one of the skills defined in the settings. Just indicate whether the constraint applies or not (YES or NO) ;
Cap_XXX with XXX which is one of the capabilities defined in the settings. Just indicate the quantity to be transported. This number is an integer. For example 18.

Note: Make sure to delete empty columns in the table.

Upload the import file

Click on the blue “Upload your file” button.

Note: When the file has errors, you can view on the right side of the screen, the fields to be dragged into the corresponding columns. Then, click on the blue “Validate” button located below the list of optional fields.

After having imported your file, you get a summary table of customers. Make sure that your file has no errors and no duplicate appointments. Each row in the summary table should have a green background when the client wasn’t registered on AntsRoute and a white background when the client was already registered. When you make changes from this summary table, it is necessary to click on the blue “Validate” button below the table.

Click on the “Import” button located below the table.