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Info
titlePlease Note:
This option is permission based. If this option does not show for you, please contact your account manager


Tip

If you need to add a large number of customer addresses into OneFlo.

Template

Download: Receiver_Import_Template.csv

Instructions

How to import receivers addresses

  1. In OneFlo, click on the cog in the top right-hand corner of the screen, click Import Receiver Addresses 
     

  2. Click Browse… and select the file that is to be uploaded and select First row in header and if necessary, Make previous addresses inactive.
      

  3. Ensure the mappings are properly set in the mappings field. They should look like the below image
     

  4. Once everything is mapped, click Import Data at the top of the page  


  5. A pop up should appear say the file has been. Click Ok and it will take you to a new page.
     
  6. Here is where any error 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

Mount Waverley
ColumnDetailsIs Mandatory?Example

Code

Numbers and Letters

Not Mandatory


Name

Company Name, Maximum 30 Characters

Mandatory

Biscuits Plus

Contact Name

Maximum 20 Characters

Not Mandatory

Address Line 1Maximum 30 CharactersMandatory

123 Fake Street

Address Line 2Maximum 30 CharactersNot Mandatory123 Fake Street
SuburbMust match OneFlo, Must be spelled correctlyMandatoryGlen Waverley
StateMaximum 3 CharactersMandatoryVIC, NSW, etc.
PostcodeNumbers only, Must be 4 CharactersMandatory3150

StateContact Name

Maximum 3 20 Characters

Mandatory

VIC, NSW, etc.

Email

Maximum 50 characters

Not Mandatory


Phone

Must be 10 Characters, Numbers only, no spaces, no special characters

Not Mandatory


Email

Maximum 50 characters

Not Mandatory


Is Residential

YES or NO

Mandatory

NO

Fax

Must be 10 Characters, Numbers only, no spaces, no special characters

Not Mandatory


Delivery Instructions

Maximum 80 Characters

Not Mandatory


Special Instructions

Maximum 80 Characters

Not Mandatory


Authority To Leave

YES or NO

Mandatory

YES

Template

View file
nameReceiver_Import_Template.csv
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