Bulk Import Addresses (Set Address Delivery Order)
Using the export/import function, you can update and/or create addresses in bulk.
How to update and create addresses in bulk
- Navigate to the Addresses page, type Addresses into the Search for anything.
- Click More>Export to CSV.
- Open the downloaded file. You will see all your existing addresses. You can then either edit an existing address or add a new one. When adding a new address be sure to keep the address ID column blank.
- You can use the below column heading descriptions when updating and adding addresses in the file.
|id||Address id is automatically created by CartonCloud when the address is created. Be sure to keep this column blank if creating a new address, and if updating an address, do not change the id number.|
|code||Optional field if you wish to give the address a code.|
|starred||If the address is starred, the address won't be able to be merged with another address as it is now starred as a favourite. You will need to put a 1 in this column if you wish to star the address.|
|address_company_name||The address name|
|contact_name||The contact name for the address. This is useful when delivering to the address as the contact name will appear on the driver's mobile app against the address on the Consignment.|
|street_address||Street address of the address.|
|street_address_2||Unit, suite, apartment number (optional)|
|suburb||The suburb of the address|
|city||City of the address|
|state||State of the address|
|address_country||Country of the address|
|postcode||Postcode of the address|
|Email contact for the address. The POD will be sent to this email (if enabled in the customer settings).|
|telephone||A telephone number for the contact of the address. The driver will be able to text and call this number from the transport mobile app.|
|automatic_grouping_allowed||If the address is allowed to be automatically grouped. This will either read Yes or No.|
|latitude||Latitude of the address|
|longitude||Longitude of the address|
|active||If the address is active, it will read Yes, and if not active, it will read No.|
|delivery_run||If the address has a specified Delivery Run.|
|sort_order||Where you can choose the run order for the Consignment with the given delivery address. See Setting the Run Order below for more information.|
|custom_field_1 (until 10)||The custom field value. Each custom field is numbered; therefore, ensure you are putting the data into the correct column for the corresponding custom field.|
- Once you have finished updating the file, save it.
- Navigate back to CartonCloud Addresses page.
- Click More>Import CSV.
- Click Choose File, select the relevant file and then click Upload File.
Using the template to set Run order
There is a column called 'sort_order' and this is where you put the run order for the Consignment.
To do this, we recommend creating a filter within Excel across the top row so you can then filter for a specific delivery run and adjust the sort_order of each address within that run.
When filtering results, in order to have the sort_order auto-increment we suggest using an Excel formula.
If you want to make it easier to see the Addresses in order, simply add a Smallest --> Largest sort to the sort_order column:
Once you're done with your ordering, simply save the file as a CSV and import it straight back into CartonCloud.
From the Addresses Page just click More then click Import CSV.
Points to consider:
When allocating multiple delivery runs to a single driver on a single day you may find that the ordering of the drops becomes intertwined. The reason for this is that if you have 'Address A' with a sort_order of 5 on 'Run A', and 'Address B' with a sort_order of 5 on 'Run B', then by giving both of these runs to a driver on one day, you'll end up with those two jobs coming right after one another on their phone (because the phone orders jobs across ALL runs, not just one run at a time).
If you want to avoid this, simply add a big 'offset' to your sort_order.
For example, for Run A you might choose an offset of 100,000 - so your sort_order would begin at 100,001. Then 100,002 etc.
Now, for Run B you would choose to start at 110,000 - so sort order would begin at 110,001. Then 110,002 etc.
That way, every address on Run A would come before the addresses on Run B, because 100,0001 is a lot less than 110,001!
If you want to do this in your formula when adding the sort_orders it is easy, simply adjust it to:
=100000 + SUBTOTAL(3,$A$2:$A2)
And now you end up with a sort_order like this:
Also, new addresses added to the system have no sort_order initially, so they'll appear first on the Run Sheets until you adjust them using this process.
Next, find out how to Manually Reorder Run Sheets.
For further information on how to Print Sort Order Run Sheets.