Jobs can be imported into MyTrucking using the Import and Review feature. This removes the need to enter jobs one by one.
Whether it be a:
Customer Portal request
MyTrucking CSV
MyTrucking Truck and Date report
M2X API
M2X CSV
Custom-defined import file
They will all be done in the Import and Review Jobs menu.
All import sources can be Bulk Accepted by selecting the jobs requests and clicking Accept, or individually reviewed by clicking the Review All button.
Import File
The Import File option is where you would import a
MyTrucking CSV
MyTrucking Truck and Date report
M2X CSV
A custom-defined import file
Note: M2X is for NZ only.
If you need to download a template first, you can click on the Download import template link. (See info below on what data is required for an import template).
Click on Import file to open a file browser where you can select the file to be loaded.
When selected the file is checked and the number of job requests displayed
You can select all the jobs by ticking the top checkbox, or a selection of individual jobs. Clicking Accept, will create a new job in MyTrucking for each selected job request.
If you wish to not create jobs that are in the file, they can be selected by ticking the checkbox and then clicking Skip. This will remove the jobs from the page and jobs will not be created.
Populating the Import Template
As with creating a job in MyTrucking there are four compulsory fields required in your template.
Charge Client (must match the Trading Name of the client in MyTrucking)
Origin
Destination
Product
The additional fields can be entered as required.
Job Date: if this is left blank the job will be created as an unscheduled job. If entered it must be in the format D/M/YYYY
PickupVehicleName: Enter your vehicle name exactly as named in MyTrucking. If you only have a single vehicle setup in MyTrucking, this is where it is entered. If this is left blank the job will be Unassigned.
DeliveryVehicleName: If you have Pickup and Delivery Vehicle setup in MyTrucking, enter the delivery vehicle here. For a job to created as Unassigned, both vehicle fields must be blank.
💡Top Tip
If any of the entered fields do not match an entry in MyTrucking they will be created as new entries.
For example: if "Apple" is entered in the product field on the template, and in MyTrucking a product is setup as "Apples" a new product will be created.
ANZCO Jobs
ANZCO have developed a system for booking Bobby Calf pickups. A file can be requested from ANZCO and imported into MyTrucking.
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