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This option is permission based. If this option does not show for you, please contact your account manager |
Tip |
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If you need to add a large number of customer addresses into OneFlo. |
Template
Download: Receiver_Import_Template.csv
Instructions
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Table of Contents |
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Template Download:
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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 |
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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.
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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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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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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 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 |
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Code | Numbers and Letters |
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Name | Company Name, Maximum 30 Characters |
| Biscuits Plus | ||||||
Address Line 1 | Maximum 30 Characters |
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Address Line 2 | Maximum 30 Characters |
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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 |
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Not Mandatory
Phone | Must be 10 Characters, Numbers only, no spaces, no special characters |
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Not Mandatory
Maximum 50 characters |
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Not Mandatory
Is Residential | YES or NO |
| 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 |
| YES |