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STEP 1: Accessing the Receiver Import Feature
In OneFlo, click on the cog ⚙ in the top right-hand corner of the screen, click Import Receiver Addresses
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STEP 2: Selecting the file
Note |
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Please note: The file will need to be in a .csv format. Please use the attached as it will make the next step easier |
select First row in header and if necessary, Make previous addresses inactive.> Click browse to select the file that is to be uploaded
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STEP 3: Mapping the file
Ensure the mappings are properly set in the mappings field. They should look like the below image:
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STEP 4: Import the file
Once everything is mapped, click Import Data at the top of the page:
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A pop up should appear say the file has been queued. Click Ok.
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STEP 5: Correct any errors
After you have clicked Ok, it will take you to a new page. Here is where any errors can be checked and rectified. Click the green triangle on the right-hand side of the file, and edit any receivers that have an error, if applicable
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Mandatory Fields
Column | Details | Is Mandatory? | Example | ||||||
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Code | Numbers and Letters | ||||||||
Name | Company Name, Maximum 30 Characters |
| Biscuits Plus | ||||||
Address Line 1 | Maximum 30 Characters |
| |||||||
Address Line 2 | Maximum 30 Characters | 123 Fake Street | |||||||
Suburb | Must match OneFlo, Must be spelled correctly |
| Glen Waverley | ||||||
State | Maximum 3 Characters |
| VIC, NSW, etc. | ||||||
Postcode | Numbers only, Must be 4 Characters |
| 3150 | ||||||
Contact Name | Maximum 20 Characters | ||||||||
Phone | Must be 10 Characters, Numbers only, no spaces, no special characters | ||||||||
Maximum 50 characters | |||||||||
Is Residential | YES or NO |
| NO | ||||||
Fax | Must be 10 Characters, Numbers only, no spaces, no special characters | ||||||||
Delivery Instructions | Maximum 80 Characters | ||||||||
Special Instructions | Maximum 80 Characters | ||||||||
Authority To Leave | YES or NO |
| YES |