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Enter Tasks

Enter Jobs


MANUALLY ENTER JOBS

Method

Description

Useful for…

Simple Form

Enter a single job by simply adding address and contact information

Quickly adding jobs with only the basic information

Advanced Form

Enter a single job with expanded details

  • Includes data fields for timing / scheduling, delivery instructions, items, fees, etc.

Manually adding jobs with more detailed information

Templates

Enter a single job using a template, customized to your business details & process

  • Save common data and hide irrelevant data fields

Manually adding jobs that have commonly repeated information / job details

Batch Upload

Enter multiple jobs by uploading a CSV spreadsheet into GetSwift

Businesses that download Excel reports from a POS/ordering system, or organize their jobs in an offline spreadsheet

Returns

Enter a single job to pickup items that have already been delivered and are now being returned by the customer

Quickly entering a return order without needing to re-enter repeat information

 

AUTOMATICALLY ENTER JOBS

Method

Description

Useful for…

Email Importer

Enter jobs by automatically pulling information from order notification emails

  • There are a couple setup options depending on which system you are using

Businesses that use ordering systems that can send order notification emails

Booking Form

Enter jobs by inviting your customers to use our built-in booking form

  • Requires that you invite your end customer to create an account on GetSwift
  • You can also use third-party form builders such as Jotform or Typeform

Businesses with a stable customer base that places frequent repeat orders

API Integration

Enter jobs through a direct connection with GetSwift through our open API

  • You will need a developer who can code the API connection in JSON

Businesses that use custom ordering systems, or want additional flexibility in entering jobs

Third-party Integrations

Enter jobs through direct integrations with other platforms

  • See our list of direct third-party integrations here
  • Through our integration with Zapier, we also have connections to 1000+ different apps including Shopify, WooCommerce, Wordpress, Jotform, Typeform, Google Sheets & Forms, Acuity Scheduling, Calendly, Hubspot, Paypal, Stripe, Square, etc.

Businesses that use popular cloud-based platforms for managing e-commerce, ordering, forms, spreadsheets, scheduling, and/or payments

 

Email Importer

Email Importer to Enter Jobs

Did you know you can automatically send email orders directly into GetSwift  from any of the following platforms:

  • BigCommerce

  • Crust

  • DeliveryHero

  • Eat24

  • EatNow

  • GreenDoor

  • GroceryButler

  • GrubHub

  • MealJoy

  • MealLog

  • Wix store

  • WooCommerce

  • Shopify

 
 

Note:  If you do not see your ordering platform on here – not to worry, you have options:

  • You can still import emails through Parseur or Zapier

  • You can check here if we already have a direct connection

  • Have a developer that can do a direct API connection?

  • No developer? Inquire with GetSwift support to have us build an API integration for you


Part 1: Create a Template for each Separate Business

Step 1.1

Step 1.2 

  • Name your template the same as how  appears in the email, then press the "Enter" key on your keyboard

Step 1.3 

  • Uncheck “Pickup: Ask for pickup details”

Step 1.4 

  • Enter a pickup address and contact details

Step 1.5 

  • Input  in "Tag" field (the very last field)


Part 2: Configure You GetSwift Settings

Step 2.1 

  • Navigate to the "Settings" page, then click "Show advanced settings" to expand the page

Step 2.2 

  • Scroll down to "When sending orders to GetSwift via email", and add the email address that you will receive your email order notification emails from

Step 2.3 

  • Click "Update" when finished


Part 3: Setup Email Forwarding

Step 3.1 

  • In your email provider, click on “Settings” →  “Forwarding” → “Add a forwarding Address” and input “import@getswift.co”.

  • Note: The following instructions are for Gmail, if you are using other email providers, please consult their documentation for help. If you are having trouble with Gmail, please take a look at Google’s own documentation here

forwarding1.JPG

Step 3.2 

  • In your email provider click on “Forwarding” → “Create a filter” to automatically forward specific emails to "import@getswift.co"

Step 3.3 

  • Select the email filter criteria & push “create filter with this search”

Step 3.4 


Part 4: Final Steps

Step 4.1 

  • Contact GetSwift here to get your “confirmation code” to initiate the auto-forwarding

Step 4.2 

  • You're all ready! Once you confirmed the email forwarding, any future email from your ordering system will be automatically passed to GetSwift.


Tips and Tricks

  • If you are having trouble with email forwarding, please contact your email provider for additional help

  • If you receive an email with an error message please contact us:

 

Related Articles

Enter a single job by simply adding address and contact information

Enter a single job with saved recurring information

Enter multiple jobs by uploading a CSV spreadsheet into GetSwift

Enter a single job to pickup items that have already been delivered and are now being returned by the customer

Enter a single job with expanded details

Enter jobs by inviting your customers to use our built-in booking form

Enter jobs through a direct connection with GetSwift through our open API

Enter jobs through direct integrations with other platforms

Customer Booking Form

Booking Form to Enter JOBS

Enter jobs by inviting your customers to make quick booking requests with our built-in booking form. Note, your customer will need to be invited to create an account with GetSwift.

If you do not want your customers to create an account with GetSwift, our built-in booking form may not be right for you. We recommend that you explore an online form builder, such as Jotform or Typeform. Please contact us if you would like to discuss how to get those services set up.


Part 1: Setup the booking form

Step 1.1  

Step 1.2  

  • If you would like your booking form to be white-labeled with your business logo, upload an image of your logo as shown below

Step 1.3  

  • If you would like the customers to be able to generate a distance-based price quote for your service, then enter the pricing for the “base rate” (standard price regardless of distance)  and “price per mile/km” (additional amount charged based on distance).


Part 2: Invite your customers to create a GetSwift account

Step 2.1  

  • Navigate to the "Public Form" page by clicking on the “Menu” icon (𝝣) in the top right corner, followed by “Public Form” in the sidebar.

Step 2.2  

  • Enter the email address for each individual customers/accounts to send an invitation email for access to the form


Part 3: Customers can place an order using the form!

Step 3.1

  • After your customers have created an account with GetSwift, they will be book with your business

Step 3.2  

  • Once the customer submits a booking, the new task will be shown on your Map and Live Jobs page

Step 3.3  

  • If your customers need instructions on how to use the form, you can direct them here


Related Articles

Enter a single job by simply adding address and contact information

Enter a single job with saved recurring information

Enter multiple jobs by uploading a CSV spreadsheet into GetSwift

Enter a single job to pickup items that have already been delivered and are now being returned by the customer

Enter a single job with expanded details

Enter jobs by automatically pulling information from order notification emails

Enter jobs through a direct connection with GetSwift through our open API

Enter jobs through direct integrations with other platforms

API Integration

Enter JOBS THROUGH THE GETSWIFT API

The GetSwift API V2 allows automated access to the GetSwift proprietary logistics platform. You can obtain quotes, book deliveries, track orders and view your order history via a simple RESTful interface

This document will explain the basics of using the API. For request and response examples click on the "Show JSON" links at the end of each section. For a more in-depth explanation of everything, please see the full technical documentation


Part 1: Generate and Activate your API Key

Step 1.1

Navigate to the Integration page

Step 1.2

  • Generate an API Key

Step 1.3

  • Select ‘API Key Active’

Step 1.4

  • Press Update and the bottom of the page

Part 2: Integrate via the API

To get started, below is an example of the simplest JSON needed to book a delivery on Swift. Send this object as a POST request (with the "Content-Type" header set to "application/json") to https://app.getswift.co/api/v2/deliveries using your merchant API key

---

{
   "apiKey": "MERCHANT_KEY",
   "booking":{
       "pickupDetail": {
           "address": "57 luscombe st, brunswick, melbourne"
       },
       "dropoffDetail": {
           "address": "105 collins st, 3000"
       }
   }
}

---


Related Articles

Enter a single job by simply adding address and contact information

Enter a single job using a template, customized to your business details & process

Enter multiple jobs by uploading a CSV spreadsheet into GetSwift

Enter a single job to pickup items that have already been delivered and are now being returned by the customer

Enter a single job with expanded details

Enter jobs by automatically pulling information from order notification emails

Enter jobs by inviting your customers to use our built-in booking form

Enter jobs through direct integrations with other platforms

Third-Party Integrations

INTEGRATE THIRD-PARTY PLATFORMS WITH GETSWIFT

You can integrate popular cloud-based platforms with GetSwift. These include e-commerce platforms, ordering portals, form builders, spreadsheets, scheduling applications, payment gateways, etc.

Through our integration with Zapier, we also have connections to 1000+ different apps including Shopify, WooCommerce, Wordpress, Jotform, Typeform, Google Sheets & Forms, Acuity Scheduling, Calendly, Hubspot, Paypal, Stripe, Square, etc.

 

Can't find your platform?  We'll find a way to automate getting your jobs into GetSwift so contact us today!

 

 

Related Articles

Enter a single job by simply adding address and contact information

Enter a single job with saved recurring information

Enter multiple jobs by uploading a CSV spreadsheet into GetSwift

Enter a single job to pickup items that have already been delivered and are now being returned by the customer

Enter a single job with expanded details

Enter jobs by automatically pulling information from order notification emails

Enter jobs by inviting your customers to use our built-in booking form

Enter jobs through a direct connection with GetSwift through our open API

Simple Form

Simple form To Enter Tasks

Enter a single job by simply adding address and contact information


Step 1

  • Click on the "+" button on the main navigation bar at the top of the page

Step 2

Step 3

  • Fill in the details for the pickup address and contact person

Step 4

  • Fill in the details for the destination address and contact person

Step 5

  • Click "Add this job" at the bottom of the page to create your task!


Tips and Tricks

  • After making a template, you will no longer be able to use the “Simple Form” or “Advanced Form” and you will only be able to use the templates you have created

  • If you set the “Most Common Type of Delivery” (in Settings) as “Service Based", then you will only have the option to enter the destination address


Related Articles

Enter a single job with expanded details

Enter a single job with saved recurring information


Enter multiple jobs by uploading a CSV spreadsheet into GetSwift

Enter a single job to pickup items that have already been delivered and are now being returned by the customer

Enter jobs by automatically pulling information from order notification emails

Enter jobs by inviting your customers to use our built-in booking form

Enter jobs through a direct connection with GetSwift through our open API

Enter jobs through direct integrations with other platforms


Advanced Form

ADVANCED FORM To Enter JOBS

Enter a single job with expanded details


Step 1

  • Click on the "+" button on the main navigation bar at the top of the page

Step 2

Step 3

  • Click on the "+" button to expand desired section of the form

  • Fill in the details for any relevant data fields in that section

Step 4

  • Click "Add this job" at the bottom of the page to create your job!


Tips and Tricks

  • After making a template, you will no longer be able to use the “Simple Form” or “Advanced Form” and you will only be able to use the templates you have created

  • If you set the “Most Common Type of Delivery” (in Settings) as “Service Based", then you will only have the option to enter the destination address (screenshot below)


Related Articles

Enter a single job by simply adding address and contact information

Enter a single job with saved recurring information

Enter multiple jobs by uploading a CSV spreadsheet into GetSwift

Enter a single job to pickup items that have already been delivered and are now being returned by the customer

Enter jobs by automatically pulling information from order notification emails

Enter jobs by inviting your customers to use our built-in booking form

Enter jobs through a direct connection with GetSwift through our open API

Enter jobs through direct integrations with other platforms

Templates

Templates to Enter Tasks

Templates are a great way to save recurring information, such as pickup or destination details. This will help you save time when filling out future task entry forms.  You can also choose exactly which data fields in the task entry form are most applicable to your business and hide the data fields you do not need.

Templates are also required if you are looking to use the Batch Upload feature when entering tasks into GetSwift. 

You can create as many templates as you need.


Step 1

  • Click on the "+" button on the main navigation bar at the top of the page

Step 2

  • Click on "Templates" on the sub-page navigation bar

Step 3

  • Type a unique name for your template in the text box and push the "Enter"key on your keyboard

Step 4

  • Once you pick a unique template name, you will see a number of data fields appear on the right.  The first ones to consider are “Pickup” and “Destination” details.

Step 5

  • Fill in pickup details: If you wish to use the same pickup address on a recurring basis, uncheck “Ask for pick up details” and enter the pickup address and contact information for this template.

Step 6

  • Fill in destination details: If you wish to use the same destination address on a recurring basis, uncheck  “Ask for destination details” and enter the destination address and contact information for this template.

Step 7

  • In the "Ask for..." section, check off any additional data fields you would like to be visible when using this template

  • For example, clicking "Reuse instructions" will allow you to enter delivery instructions when using this template

Step 8

  • Lastly, complete the Default Settings section. All of the fields in this section are optional.

  • Note: The "Tag" field is only needed if you are going to be importing jobs via an email parser

Step 9

  • Once you save the template,  you will be able to use the template to enter new tasks by clicking on the “Simple Form” or “Advanced Form” buttons


TIPS AND TRICKS

  • You can delete or duplicate any of the templates you create by clicking the 2 buttons below the "Save" button

  • After making a template, you will no longer be able to use the “Simple Form” or “Advanced Form” and you will only be able to use the templates you have created.

  • Best practice is create a template with all checked options. This will come in handy if you ever need to enter an ad-hoc order that does not fit any of your current templates.

  • You can create as many templates as needed on a ongoing basis!


Related Articles

Enter a single job by simply adding address and contact information

Enter a single job with expanded details

Enter multiple jobs by uploading a CSV spreadsheet into GetSwift

Enter a single job to pickup items that have already been delivered and are now being returned by the customer

Enter jobs by automatically pulling information from order notification emails

Enter jobs by inviting your customers to use our built-in booking form

Enter jobs through a direct connection with GetSwift through our open API

Enter jobs through direct integrations with other platforms

Batch Upload

Enter Multiple Jobs that Originated from the Same Location

Allows you to upload multiple jobs, all originating from the same pickup point, at one time into GetSwift.


Part 1: Create a CSV File

Step 1.1

  • Click on the "+" button on the main navigation bar at the top of the page

Step 1.2

  • Click on "Batch" on the sub-page navigation bar

Step 1.3 

  • Click “help?”

Step 1.4 

  • Click “download this example” and open the downloaded CSV file in Microsoft Excel or another spreadsheet editor. You will use this file to enter your job details in preparation for upload.

Step 1.5 

  • Click “Show our accepted column headers” to see the list of acceptable data fields. Add any additional columns needed to your CSV file.

    • Tip: The wording of the column headers (row 1 in your file) must match exactly to the list of acceptable column headers (otherwise our system will ignore those columns)

Step 1.6 

  • Enter all your jobs into the CSV file (one job per row) and save as a .CSV file when you are done


Part 2: Create a corresponding Template (with your pickup Details)

Step 2.1

Step 2.2 

  • Name your template

Step 2.3 

  • Uncheck “Pickup: Ask for pickup details”

    • Note: All jobs in each CSV file must have the same pickup address. If you have multiple pickup addresses, you will need to create a separate template and CSV for each.

Step 2.4

  • Enter a pickup address and contact details


Part 3: Upload To GetSwift!

Step 3.1 

  • Navigate back to the "Batch" page

Step 3.2 

  • Select the job template you created in Part 2

Step 3.3 

  • Choose the CSV file you created in Part 1

  • The upload will automatically start and the progress status will be shown on the screen!


Part 4: Go to the Map or Live Jobs to see the Batch Load into GetSwift!


Tips & Tricks

  • Dates and times should be in the format: "2018-06-22 14:10" or "6/22/2018 14:10"

  • Times will be assumed to be at the local timezone of the pickup location

  • Please supply as much information as possible in the address (including country, region and zip code if available). This will help us more accurately locatate the address

  • Check out the Driver Match Key guide to learn more about automatically assigning drivers using the Batch Upload

  • If you receive a "No timezone for 0,0" error message, try entering a dummy destination address in your template (Step 2)

  • All jobs in each CSV file must have the same pickup address. If you have multiple pickup addresses, you will need to create a separate template and CSV for each.


Related Articles

Enter a single job by simply adding address and contact information

Enter a single job with expanded details

Enter a single job with saved recurring information

Enter a single job to pickup items that have already been delivered and are now being returned by the customer

Enter jobs by automatically pulling information from order notification emails

Enter jobs by inviting your customers to use our built-in booking form

Enter jobs through a direct connection with GetSwift through our open API

Enter jobs through direct integrations with other platforms

Returns

CreATE A TASK TO PICKUP ReturnED Items

Enter a single job to pickup items that have already been delivered and are now being returned by the customer


Step 1

  • In your Reports → History section, find the jobs in which an item needs to be returned and click “Return Items”  

Step 2

  • Select Date / Time of Pick-up

Step 3

  • Select number of items being returned

    • NOTE: To “Create Return” at least 1 item must be selected

Step 4

  • Add optional  instructions and push “Create Return” to automatically see a new task created on the Map!


Related Articles

Enter a single job by simply adding address and contact information

Enter a single job with expanded details

Enter a single job using a template, customized to your business details & process

Enter multiple jobs by uploading a CSV spreadsheet into GetSwift

Enter jobs by automatically pulling information from order notification emails

Enter jobs by inviting your customers to use our built-in booking form

Enter jobs through a direct connection with GetSwift through our open API

Enter jobs through direct integrations with other platforms