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Organise your Excel spreadsheet to be compatible with Routal
Organise your Excel spreadsheet to be compatible with Routal

Tips for setting up your file correctly

Manuel Sagarra avatar
Written by Manuel Sagarra
Updated over a week ago

Routal allows you to upload your stops using an Excel file. For this document, please have a look at the following tips:

Organisation

Organise the information by columns and give them a title in the first row. You can give a name to the stop, which can be the name of the company or person who is going to receive it. In addition, you can use and link all the columns that are of interest to you;

Addresses

The addresses are essential and we recommend having as much information as possible. You can have them in 1 (1) or several columns (2), as you can then map them from Planner according to your preferences.

  1. If you have your full address in 1 column (written or with coordinates), you must select the Address field in Planner.

  2. If you have your address divided into several columns, you can map it to the different fields in Planner. You can choose from the following: Latitude, Longitude, Country, State, County, City, Street, Number and Zip Code.

Address complement ("Details"): It should be located in a separate column. Some examples: floor, door, building. Then you can map it for e.g. "Address line 2".

You can also add comments, such as "leave in mailbox".

Other fields

Depending on your operation, add additional information such as time of receipt, order volume, order weight, telephone number, comments, external ID, etc.
You can also add custom fields that you will also have to create in Planner to be able to map them later.

Once you have your file correctly configured, you can upload it. Find out how to do this in the following article.

You still have doubts about how to upload your stops? Write to us via chat. We will be happy to help you.

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