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
Requirements
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
Email
Maximum 50 characters
Is Residential
YES or NO
MANDATORY
NO
Fax
Must be 10 Characters, Numbers only, no spaces, no special characters