From the bulk allocation page, it is possible to export data in a chosen format that can then be imported into route optimisation software such as MarketMotion.
This is ideal for operations who use CartonCloud as their TMS but want to use other software for route optimisation.
If you are interested in setting this integration up. Please contact our Integrations team.
How it Works
CartonCloud exports the data of the consignments you wish to optimise in third party software. This data will be formatted to be compatible with the software.
The file exported from CartonCloud is then imported into the route optimisation software which calculates the best order for your deliveries. This data including the order of deliveries is saved in an updated file.
CartonCloud imports the updated file the order of deliveries, along with other allocation information such as the driver and run sheet is updated within the system.
Deliveries will now take place using CartonCloud in the order that was determined by your route optimisation software.
Exporting data from Bulk Allocations
Once our integrations team has configured your account to export data in the required format for the optimisation software you are using the following steps can be taken to export data.
- Navigate to the Bulk Allocations page by selecting Transport in the main menu, then Bulk Allocations in the drop-down menu.
- Select the consignments you wish to export data on. Then select Export Selected to CSV
- A box will appear allowing you to select the format you wish to export the data in. This will be named as the Route optimisation software you use and will only appear after you have consulted with our integrations team.
- Select Export and the consignment data will be exported to the desired format, ready to be imported back into your route optimisation software.
The import updates button allows you to parse in a file containing the order deliveries should take place and automatically allocate consignments to the appropriate run sheets and drivers as specified.
Setting up an Import Update Parser
Parsers must be set up to read in the format of the file sent from the specific route optimisation software you are using. Therefore if you wish to have one set up please contact our integrations team.
Once the Parser has been set up the button to import updates will appear as shown below.
Selecting this button will open a box as shown below.
If you only have one Parser type set up then it will automatically populate the dropdown menu. However, if you have multiple parsers set up you should select the appropriate one from the drop-down menu.
Once ready, you should then select Choose File to select the CSV file template containing the update information that you wish to process.
CSV file templates may look slightly different based on the optimisation software you are pulling data from. In the generic example below some of the key fields and the corresponding logic is explained.
Import Update Fields
|Consignment ID (required)|
|Run Sheet name (required)|
|Run Sheet Date|
Uploading the file
Once the file with the appropriate data is ready click Choose File then select the file you wish to upload.
Once selected, click Import.
The results of the import will then be displayed.
On a successful import, the results of the import will be displayed, showing which consignment ID was allocated and any corresponding details.
On an unsuccessful import attempt, error messages will be displayed to explain what went wrong. In the example below a consignment ID was missing from the file, causing the entire import to fail.
This will need to be fixed by supplying a consignment ID of the consignment to be allocated then reuploading the file.
Please note using this function will not trigger any email notifications.