Table of Contents

How to open the Shipment Import Tab
Required File Import
How to Import the File
Go back to the IDS Core Tutorial Home Page

...

The file import will have the following format (red are required fields):

Account – Account – (customer account) Must match an existing Account . Don’t automatically make a new account as the Customer accounts will become too messyin IDS Core.

Reference – (shipment reference) if more than 1 shipment, in the import file, has the same reference in the reference field, then it is the same shipment, ignore all fields but the: Package, Piece, Weight, Length, Width, Height fields. Then use those fields to add a new package type to the existing shipment (existing shipment being the first shipment being imported with the same reference).

Caller Name (Caller Name)              

Caller Phone (Caller Phone)

Caller Email (Caller Email)

PU Company Name (Pick Up - Address Company). If the Company Name doesn’t exist for the customer account then IDS will create a new address. But , check to see if the “PU Location Bcode” in the import file matches an existing address . If it does, then update the address with the details in the import filethen existing address will be updated.

PU Contact (Pick Up – Address Contact Name Company).

PU Phone (Pick Up – Address Contact Phone)

PU Location Bcode (Pick Up - Address Location Barcode) – if this matches an existing address location barcode, then update the existing address record will be updated with the import file details.

PU Suite (Pick Up – Address Suite)

PU Street (Pick Up – Address Street)

PU City  (Pick Up – Address City)

PU Prov/State (Pick Up – Address Prov/State) Please take the time to match known abbreviations to the full state province name as is found in IDS. If there is no match, show in the import pop up that appears at the end of the import saying “shipment on line [row number in file import] has a prov/state that cant be matched to an existing prov/state”.

PU Country (Pick Up – Address Country)

PU Postal/Zip (Pick Up – Address Zip/PostalCode)

PU Notes (shipments pick up notes)

DEL Company Name (Delivery - Address Company). If the Company Name doesn’t exist for the customer account then IDS will create a new address. But , check to see if the “PU Location Bcode” in the import file matches an existing address . If it does, the update the address with the details in the import file. then existing address will be updated.

DEL Contact  (Delivery – Address Contact Name Company)

DEL Phone (Delivery – Address Contact Phone) 

DEL Location Bcode (Delivery - Address Location Barcode) – if this matches an existing address location barcode, then update the existing address record will be updated with the import file details.

DEL Suite (Delivery – Address Suite)        

DEL Street (Delivery  – Address Street)

DEL City (Delivery  – Address City)

DEL Prov/State (Delivery – Address Prov/State) Please take the time to match known abbreviations to the full state province name as is found in IDS. If there is no match, show in the import pop up that appears at the end of the import saying “shipment on line [row number in file import] has a prov/state that cant be matched to an existing prov/state”.

DEL Country (Delivery – Address Country)

DEL Postal/Zip (Delivery – Address Zip/PostalCode)

DEL Notes  (shipments Delivery notes)

Service Level (Shipment Service Level)  - must match an existing service. Don’t auto create a new service level it will get too messy. If there is no match, show in the import pop up that appears at the end of the import saying “shipment on line [row number in file import] has a service that cant be matched to an existing service level”.

Ready By (shipment Ready Time) format will be: 01/01/0001 12:00 AM +00. If blank, use then the time will be when the shipment was imported.           

Due By  (shipment Due Time) format will be: 01/01/0001 12:00 AM +00. If blank, use then the time will be when the shipment was imported.           

Package (Shipment Package Type)  - must match an existing package type. Don’t auto create a new package type it will get too messy. If there is no match, show in the import pop up that appears at the end of the import saying “shipment on line [row number in file import] has a package that cant be matched to an existing service level”.         

Piece (shipment Piece)

Weight (shipment Weight)

Length  (package’s length)

Width    (package’s width)

Height   (package’s height)

Driver/Route (shipments driver assignment) – Not Required. But highlighted in blue as its very helpful.

An example file can be download from here:

Back to the Top

How to Import the File

...