Import Customers
This option, found in the Routing->Stops page, lets you import a CSV or Excel file with your stops. The template is available here. If you already have a file with your stops, simply make a copy and change the column header/field names to match those of RouteFinder. You need only include what you want and the only fields absolutely required are: customer_id and a location. There are three options for entering the location:
- Just address
- latitude and longitude
- All of the location information in their respective standard international address format fields
Column Names
The following column names are accepted and correspond to those found in the Add/Edit Stops form:
- est_service_duration
- load
- stop_notes
- customer_id required
- customer_name
- contact_name
- contact_phone
- contact_email
- contact_email
- group
- Comma separated list of groups
- Each group should be in string format (text)
- notes
- service_start1
- In 24h HH:MM format, ie: 09:00
- service_end1
- In 24h HH:MM format, ie: 17:00
- service_start2
- In 24h HH:MM format, ie: 09:00
- service_end2
- In 24h HH:MM format, ie: 17:00
- address
- If this field is used, no need for any more start location identifiers
- address_line1
- address_line2
- city
- district
- District or County
- region
- Region, Province, or State
- postal_code
- Postal Code, Postcode, or Zip Code
- country
- latitude
- Decimal format
- if this field is used, must have longitude, no other end location identifiers required
- longitude
- Decimal format
- if this field is used, must have latitude, no other end location identifiers required