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Create orders in Yojee using Batch Upload

Filling in many orders into Yojee with a single action, by uploading an Excel or CSV file

A dispatcher can perform Batch Uploading in 3 simple steps

  1. Download template from the dispatcher user interface
  2. Create the batch upload file using the downloaded template
  3. Upload the batch upload file & fill in other details

 

STEP 1: Download Template from the Dispatcher User Interface

a) From the Orders tab, click the Batch Upload button.

order controls

b) In the pop up dialog, you can choose one of four options:
    - Single leg XLSX format
    - Single leg CSV format
    - Multiple legs XLSX format
    - Multiple legs CSV format


batch upload dialog

Single leg / multiple legs: The default to use is Single leg. If you're trying to arrange for a single item to undergo more than one set of pickup and drop off tasks, and the details of this routing is decided outside of Yojee, use the multiple legs format.

XLSX / CSV: If you can open XLSX files on your computer using Microsoft Excel or any other compatible spreadsheet applications, choose XLSX. Alternatively choose CSV which can be opened by almost any spreadsheet softwares.

    CAUTION

    If you use Excel software to open the CSV template, the file still works normally. You might however face some date formatting issues below:

    • Data like date time will be auto-formatted based on Excel settings. Example: 20/10/2018 will change to 2018-10-20 on some Excel softwares.
    • Data like postal code will be auto-formatted based on Excel settings. Example: 068408 will change to 68408 based on some Excel settings

    STEP 2: Create the Batch Upload File Using the Downloaded Template

    Note

    To ensure the Batch Upload file uploads according to your expectation, it is useful to understand the Yojee concept of an order item.

    For both XLSX and CSV format, the template always includes two rows of headers (main header and sub header) and one row of sample content.

    • Both rows of headers are required for batch upload
    • Sample content should be deleted and replaced with actual data to be uploaded

    batch upload template

    Warning

    When saving CSV files, note that only UTF-8 encoding is supported for batch upload files. For more information, read this article.

    Content field requirement is as below:

    Main Header: Item Details

    Sub header Details Format Example
    Description More details about item for driver to easily recognise Text 1 pen and 10 letters
    Weight Weight of an item Number 10
    Length Length of an item Number 6
    Width Width of an item Number 7
    Height Height of an item Number 10
    Quantity Quantity of an item Number 4
    Service Type Pre-defined service type (e.g. same day, next day, express, etc). Specific per company Text same day

    Main Header: Pick Up Details

    Sub header Details Format Example
    Address Line 1 (Compulsory) Pick up address of an item Text 10 Robinson Road
    Address Line 2 More information about pick up address like floor Text Level 10, Room 10
    Country (Compulsory) Country of pick up address Text. Must be valid country name Singapore
    Postal Code Postal code of pick up address Number 068908
    From (Compulsory)

    The earliest time that driver can reach at pick up address

    Alternatively:
    DD/MM/YY
    DD-MM-YYYY
    DD-MM-YY

    DD/MM/YYYY HH:MM 20/10/2018
    20/10/18
    20-10-2018
    20-10-18
    To (Compulsory)

    The latest time that driver can reach at pick up address

    Alternatively:
    DD/MM/YY
    DD-MM-YYYY
    DD-MM-YY

    DD/MM/YYYY HH:MM 20/10/2018
    20/10/18
    20-10-2018
    20-10-18
    Contact Name

    Name of person at pick up location

    Text John Smith
    Contact Phone

    Phone number of pick up location

    Number (area code) 6593483921

    Main Header: Drop Off Details

    Sub header Details Format Example
    Address Line 1 (Compulsory) Drop off address of an item Text 10 Robinson Road
    Address Line 2 More information about drop off address like floor Text Level 10, Room 10
    Country (Compulsory) Country of drop off address Text. Must be valid country name Singapore
    Postal Code Postal code of drop off address Number 068908
    From (Compulsory)

    The earliest time that driver can reach at drop off address

    Alternatively:
    DD/MM/YY
    DD-MM-YYYY
    DD-MM-YY

    DD/MM/YYYY HH:MM 20/10/2018
    20/10/18
    20-10-2018
    20-10-18
    To (Compulsory)

    The latest time that driver can reach at drop off address

    Alternatively:
    DD/MM/YY
    DD-MM-YYYY
    DD-MM-YY

    DD/MM/YYYY HH:MM 20/10/2018
    20/10/18
    20-10-2018
    20-10-18
    Contact Name

    Name of person at drop off location

    Text John Smith
    Contact Phone

    Phone number of drop off location

    Number (area code) 6593483921


    STEP 3. Upload the Batch Upload File & Fill in other details

    How to upload

    a) In the Batch Upload popup, you can drag your file or click to upload file.

    batch upload dialog

    b) Fill in other details like "Corporate", "Corporate User", "External Order ID"

    c) Click "Save Order". The system will start validating the file. There will be 2 scenarios.

    • Scenario 1: If the file has enough information to assign to driver, system will proceed with creating an order and status as “Accepted”. No other action required.
    • Scenario 2: If the file does NOT have enough information to assign to driver, system will display the options below:
      • You can choose to fix the issues offline by clicking “Cancel”.
      • You can continue the upload process and fix the issues in the system later by clicking “Continue and Fix later”. Items that have missing information will be labelled as “Missing Info”. It is not possible to assign these items to any driver until the mandatory information is filled.

    FAQs

    1. How can I understand the cause of my upload errors?

    You can find error details in error display popup. Also, please refer to our content requirement here to check required format

    2. I have checked and used the correct format. Why are there still errors?

    In rare cases, due to encoding issue that is specific to keyboard, software from user side, the value doesn’t match with our encoding system which is UTF-8. In that case, please try to use XLSX or contact our customer service for support.