Logiwa IO allows users to import shipment orders in bulk via an Excel file. This article will guide you through the step-by-step process of importing shipment orders using the Excel import feature.
Step-by-Step Guide
Access the Shipment Order Screen
Begin by navigating to the Shipment Order screen in Logiwa IO.Select the Import Button
In the top right corner of the screen, click on the "Bulk Import Shipment Orders" button to start the bulk import process.
Download the Excel Template
Click the Download button to save the Excel template that will be used for your data import.
Prepare Your Excel File
Open the downloaded Excel template, and follow the instructions below to correctly fill in the details for your shipment orders.File Preparation Guidelines:
Green-colored fields are mandatory and must not be left blank. Gray-colored fields are optional and can be filled if necessary.
Do not rename or alter column headers, as Logiwa uses these headers to match the data with its fields.
All fields are broadly explained in the Field Description sheet.
Enter dates in the "yyyyMMdd" format. For instance, to enter "21 September 2023," use "20230921."
Important Note: The fields Shipment Order Date, Expected Shipment Date, Expected Delivery Date, Scheduled Pickup Date, and Scheduled Shipment Date are stored in UTC in the database as date-time values. If no specific time is entered in the Shipment Order Import Excel, the database defaults to
00:00:00 UTCfor these fields.Example: If a user enters
20241030as the Expected Shipment Date for an order, the database will store this as2024-10-30 00:00:00 UTC. For a user in the GMT-3 timezone, this will display as2024-10-29 9:00:00 PM.To avoid discrepancies, please ensure to enter the time as UTC in these columns.
If the billing address matches the shipment address, you may leave all billing address columns blank.
To create multiple lines for a single shipment order, repeat the shipment order code in different rows.
If using an existing Excel file rather than the provided template, ensure column names exactly match those in the template (spelling, punctuation, and capitalization).
Refer to the Glossary sheet for information on countries and list values.
The template’s first row contains an example shipment order. Please delete this example row before importing.
Upload the Excel File
Once your file is complete and saved, return to the Shipment Order screen. You can either drag and drop your file into the blank area or use the Browse option to locate your file in local storage.
Initiate the Upload
After your file has been added, the Upload button will appear in the bottom right corner of the screen. Select Upload to proceed with the import process.
Preview and Validate Your Data
Before completing the upload, an overview screen allows you to review your file:The Matched column will show a green check mark if the Logiwa fields match the column headers in your file; a red X will indicate any mismatches.
The Preview Data column displays the first three rows of your data as a sample.
Resolve Column Mismatches
If there are mismatches, you can align fields by pressing Choose Field, then selecting the appropriate Logiwa field from the dropdown menu.
Complete the Import Process
After all sections are matched correctly, press the Import button at the bottom right to finalize the import.
Verify Import Results
Once the import is complete, view the Import Shipment Order screen to confirm all rows were successfully imported.
Troubleshoot Errors
If there are any errors (error count above 0), select the Details button to view which rows failed and the reasons for each failure.
