This function allows you to import delivery data into the Swotzy platform in any convenient file format, saving time on manually entering shipment details.
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You can find this feature at app.swotzy.com after logging into your Swotzy account.
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In the top right corner of the platform, click on the + Create Shipment button with the arrow pointing to the right. Underneath the yellow button, an additional option will appear - Import from a file. Click on this button.
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In the new view, you will be presented with options on how to prepare and upload your file.
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At the top right of the page, by clicking on the upload-example.csv button, you can download an example with input information.
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To upload your file, click on the light blue field - Drop files here or click to upload, or simply drag and drop the file from your computer. Alternatively, you can click on the blue text - Or click here to copy and paste table data - to paste information from your file.
After uploading the file:
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Choose and mark the correct row of values by clicking on the respective row (1-2 or 3) on the left side of the table.
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Once you have selected the correct row, click on the blue Next button.
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Check if all the values from the uploaded file have been correctly matched to the appropriate fields in the platform. Make necessary adjustments by selecting different column values from the uploaded file.
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Once all values from the file are correctly aligned with the platform fields, click on the blue Next button.
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Before completing the upload, verify that all data and formats are correct. Make improvements if necessary.
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To confirm the file upload, click on the blue Submit button.
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After clicking the Submit button, wait for the data to be imported into the platform.
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Upon completion of the data upload, a confirmation message Order saved will appear on the screen.
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Proceed to the Shipment section to complete the shipment processing process.
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