HOW TO BULK INSERT JOBS

Before you start

Suffix- 3 letters for your job numbers

Your suffix is TCD.

Check your spreadsheet

Ensure the data is separated into columns. Red columns in the sheet are essential to be filled. Please ensure you have no special characters eg " + - *

Make a job number

You need a unique job number. It must contain letters and numbers. For example TCD0001 and TCD0002. TCD Is your suffix. You will have an order number. Your suffix of letters will be added onto the order number once it has been set for your account. Your job number column will be numbers with your suffix added once you have inserted the jobs. If you don't have a letter suffix, add your own to the sheet.

Once spreadsheet is complete, save the spreadsheet to your desktop

Step 1

Go to your job entry page

Log into your account through urgent.co.nz.

Step 2

Go to job entry - Bulk Insert

Select Job Entry.

Select Bulk Insert.

Step 3

Go to New Import

Step 4

Select File

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Step 5

Upload File

Step 6

Book Jobs

Work from left to right. Select date. Select the calendar in the top right corner and select the date of delivery you are booking for

Step 7

Select the service you will be using

Afternoon Home Weekdays delivery between 12pm - 5pm

Book by 10am

Evening Home Weekdays delivery between 6pm - 9pm

Book by 4pm

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Step 8

Override From Contact

Select a contact from the drop down list who is responsible for the insert of these jobs

Step 9

Override Dimensions

if you are on a flat rate for your box sizes, select A4 Satchel. If you have unique rate for each size, select the size applicable.

Step 10

Save as a template

If you are using the same format for your spreadsheets each time you can map this spreadsheet, save it as a template and use the template for your next upload. On this occasion we are using the same format each week and calling this Version 1.0 so next time the columns will map automatically.

Next time you can select the template and it will map the columns automatically

You do not need to save as a new template each time

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Step 11

Map Columns - Job Number

Customer columns need to be matched to Urgent Columns. Select the drop down menu "Choose Field" and match it to Job Number. The system is trying to read the headings at the top of the spreadsheet you've inserted. In this case our Job Number column reads as "Job Order Number"

Step 12

Match the remaining columns

Match the columns. You are only required to match the fields that are not optional.

'Ref A and B' can be on your record for invoicing purposes. 'Our reference' will appear on the label as well as 'notes'.

Make sure that it maps for each column and recognises that 'Data Seems OK'

All columns should read Data Seems OK

If data can not be read it will say invalid data and you will have to refer back to the orginal spreadsheet file. Check the data has no special characters and that you have mapped the right column

Step 13

Optional columns

Optional columns are available for you to use- Tracking mobile and tracking email are needed if you would like your customers to have tracking capabilities. Notes are encouraged as delivery instructions for our couriers. The more detail we have the better

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Step 14

Next time you upload

If you have saved a template and you use that template each time, you do not have to map the columns again. You will instead 'Select template', find the template you matched last time eg Version 1.0, and this will map the columns for you

Step 15

Select Next

Select Next and wait for the data to upload

Step 16

Fix Suburbs

If the system can recognise the address it will appear with:

Select Next

If you need to fix the address please see Step 16a

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Step 16a

Fixing suburbs - does not apply if your Data Seems OK If your address suburb can not be found (eg it was spelt incorrectly)

Type the correct suburb into the drop down menu

Select the correct suburb

Select Next

Step 17

Fix addresses

Select Next if Addresses Seem OK

If they are not you will have to manually type the correct address for the unrecognised data

Step 17a

Fixing addresses - Does not apply if Data seems OK Type the correct address into the search barre

Select the address

Select Save Geolocation

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Step 18

Confirm Import

Select Next and wait for the data to upload

Step 19

Jobs Imported

The jobs successfully uploaded will appear on your screen

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Step 20

Label Printing via Runviewer

Return to the Home Job Booking page

Select Job Search

Select Runviewer on the far right

Step 21

Select the date of the labels you need to print

In the top left corner select the date of the service you have booked

Step 22

Select the yellow label print button

In the top right corner select the label print button

Select Labels

Select Run Name

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Step 23

Print the labels to the label maker

Print the labels to the label maker. Make sure they are sized to fit the label

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