OneFlo - Import Receiver Addresses
- Katie Price
- Dennis Navarro
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
STEP 2: Selecting the file
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
STEP 3: Mapping the file
Ensure the mappings are properly set in the mappings field. They should look like the below image:
STEP 4: Import the file
Once everything is mapped, click Import Data at the top of the page:
A pop up should appear say the file has been queued. Click Ok.
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
Mandatory Fields
Column | Details | Is Mandatory? | Example |
|---|---|---|---|
Code | Numbers and Letters |
|
|
Name | Company Name, Maximum 30 Characters | Mandatory | Biscuits Plus |
Address Line 1 | Maximum 30 Characters | Mandatory |
|
Address Line 2 | Maximum 30 Characters |
| 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 |
|
|
Phone | Must be 10 Characters, Numbers only, no spaces, no special characters |
|
|
Maximum 50 characters |
|
| |
Is Residential | YES or NO | Mandatory | 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 | Mandatory | YES |