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titlePlease Note:
This option is permission based. If this option does not show for you, please contact your account manager
Tip

If you need to add a large number of customer addresses into OneFlo.

Template

Download: Receiver_Import_Template.csv

Instructions

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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

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Addresses

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Step 2: Selecting the file

Note

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.

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> 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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:

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STEP 4: Import the file

Once everything is mapped, click Import Data at the top of the

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page:

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A pop up should appear say the file has been queued. Click Ok

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.

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STEP 5: Correct any errors

After you have clicked Ok, it will take you to a new page.

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Here is where any

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errors can be checked and rectified. Click the green triangle (blue star) on the right-hand side of the file, and edit any receivers that have an error, if applicable
 

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Requirements

Column

Details

Is Mandatory?

Example

Code

Numbers and Letters

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Name

Company Name, Maximum 30 Characters

Status
colourRed
titleMandatory

Biscuits Plus

Address Line 1

Maximum 30 Characters

Status
colourRed
titleMandatory

Address Line 2

Maximum 30 Characters

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123 Fake Street

Suburb

Must match OneFlo, Must be spelled correctly

Status
colourRed
titleMandatory

Glen Waverley

State

Maximum 3 Characters

Status
colourRed
titleMandatory

VIC, NSW, etc.

Postcode

Numbers only, Must be 4 Characters

Status
colourRed
titleMandatory

3150

Contact Name

Maximum 20 Characters

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Not Mandatory

Phone

Must be 10 Characters, Numbers only, no spaces, no special characters

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Not Mandatory

Email

Maximum 50 characters

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Not Mandatory

Is Residential

YES or NO

Status
colourRed
titleMandatory

NO

Fax

Must be 10 Characters, Numbers only, no spaces, no special characters

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Not Mandatory

Delivery Instructions

Maximum 80 Characters

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Special Instructions

Maximum 80 Characters

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Authority To Leave

YES or NO

Status
colourRed
titleMandatory

YES