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Batch Upload

There are 5 ways to manually enter a job into GetSwift:

  1. Simple form: Enter a single job by simply adding address and contact information
  2. Advanced form: Enter a single job with expanded details
  3. Templates: Enter a single job using a template, customized to your business details & process
  4. Batch upload: Enter multiple jobs by uploading a CSV spreadsheet into GetSwift
  5. Returns: Enter a single job to pickup items that have already been delivered and are now being returned by the customer

To read about how to enter jobs automatically into GetSwift, click here

 

BATCH UPLOAD To Enter JOBS

Allows you to upload multiple jobs at one time into GetSwift. Follow the instructions below to get started:

 

Step 1: Create a CSV File (USING A SAMPLE SPREADSHEET)

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

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

1.3  Click “help?”

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.

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: Find the description of each column header here
  • 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)
  • If you need help with creating your CSV file, you can take a look at this video guide below

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

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

2.1  Navigate to the "Templates" page

2.2  Name your template

2.3  Uncheck “Pickup: Ask for pickup details”

2.4  Enter a pickup address and contact details

Notes:

  • 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.
  • For more detailed instructions on creating templates click here

Step 3: Upload TO GETSWIFT!

3.1  Navigate back to the "Batch" page

3.2  Select the job template you created in Step 2

3.3  Choose the CSV file you created in Step 1. The upload will automatically start and the progress status will be shown on the screen.

Step 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.