OLD - OneFlo - Import Receiver Addresses
- Katie Price
- Steven Reynolds (Unlicensed)
Please Note:
If you need to add a large number of customer addresses into OneFlo.
Template
Download: Receiver_Import_Template.csv
Instructions
How to import receivers addresses
- In OneFlo, click on the cog in the top right-hand corner of the screen, click Import Receiver Addresses
Click Browse… and select the file that is to be uploaded and select First row in header and if necessary, Make previous addresses inactive.
- Ensure the mappings are properly set in the mappings field. They should look like the below image
Once everything is mapped, click Import Data at the top of the page
- A pop up should appear say the file has been. Click Ok and it will take you to a new page.
- Here is where any error 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
Requirements
| Column | Details | Is Mandatory? | Example |
|---|---|---|---|
Code | Numbers and Letters | Not Mandatory | |
Name | Company Name, Maximum 30 Characters | Mandatory | Biscuits Plus |
| Address Line 1 | Maximum 30 Characters | Mandatory | |
| Address Line 2 | Maximum 30 Characters | Not Mandatory | 123 Fake Street |
| Suburb | Must match OneFlo, Must be spelled correctly | Mandatory | Glen Waverley |
| State | Maximum 3 Characters | Mandatory | VIC, NSW, etc. |
| Postcode | Numbers only, Must be 4 Characters | Mandatory | 3150 |
Contact Name | Maximum 20 Characters | Not Mandatory | |
Phone | Must be 10 Characters, Numbers only, no spaces, no special characters | Not Mandatory | |
Maximum 50 characters | Not Mandatory | ||
Is Residential | YES or NO | Mandatory | NO |
Fax | Must be 10 Characters, Numbers only, no spaces, no special characters | Not Mandatory | |
Delivery Instructions | Maximum 80 Characters | Not Mandatory | |
Special Instructions | Maximum 80 Characters | Not Mandatory | |
Authority To Leave | YES or NO | Mandatory | YES |