Import customers in AntsRoute

Would you like to add multiple customers at once in AntsRoute?
You can import a file in .csv, .xls, or .xlsx format.

This feature helps you save time and avoid manual data entry.
 

Before you start

Before importing your file, please check the following:

• ✅ Your file contains only one sheet
• ✅ All formulas have been removed
• ✅ The file contains a maximum of 500 rows
• ✅ The format is .csv, .xls, or .xlsx
• ✅ All required fields are included

💡 If you have more than 500 rows, split your data into multiple files.

How to fill in your file

💡 Download our template file here.

Required fields

• Last name (customer or company name)
• Address (example: 71 Tooting High St, London SW17 0RN)

Without these fields, the import cannot be validated.

Optional fields

You can also add:

• Customer External Id (your ERP customer code, e.g., C01001001)
• First name (contact person)
• Phone / Mobile (international format: +44…)
• E-mail
• Customer comments
• Forced agents (AntsRoute agent emails separated by commas)
• Parking time (in minutes)

💡 Parking time refers to the extra time needed to park at the customer’s location.

Adding custom fields

Are you using custom fields in AntsRoute?

1. First create the field in:
   Settings > Custom fields > Customer file
2. Then add a column with the exact same name in your file.

For a multiple-choice list field, use the format:

['option 1','option 2']

If an option contains an apostrophe, add a \ before it.
 

How to import your file

Step 1: Upload your file

1. Open the Customers module
2. Click Import (in the top-right)
3. Click Upload a file
4. Select your file

Step 2: Match the columns

AntsRoute automatically matches recognized columns.

If some fields are not matched:

• Drag the column from the right to the corresponding field on the left
• Click Validate

Step 3: Review the data

Before final validation:

• A summary table is displayed
• Errors appear in red
• You can edit fields directly
• Then click Reimport.

Bulk update customers

To modify several customers at once:

• Import a new file
• Make sure to keep the original customer external id
• The data will be updated automatically

Conclusion

Importing customers into AntsRoute allows you to save time and streamline your operations.

To avoid errors:

• Check required fields
• Follow the requested formats
• Review your data before final validation

If you encounter any difficulties, feel free to contact our support team via the chat available in AntsRoute or by email. 😊