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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 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 (blue star) 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

Email

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

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