Would you like to add multiple fixed-date jobs 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.
Use this option if you already know the visit date.
Required fields
- Last name (customer or company name)
- Address (example: 71 Tooting High St, London SW17 0RN)
- Planned duration (in minutes)
- Visit-date (format YYYY-MM-DD or DD/MM/YYYY)
⚠️ The date must not be in the past.
Special case: Pickup & Delivery
If you use pickup and delivery, you must also add:
- Type (Pickup / Delivery / Load / Unload)
The rows must follow this order:
- Load → Delivery (one Load row, then one Delivery row)
or - Pickup → Unload (one Pickup row, then one Unload row)
☝️ Important:
The Pickup & Delivery file must follow a specific logic:
It must contain consecutive rows in the order Pickup → Unload or Load → Delivery.
If the loading (or unloading) location is always the same, you can configure it directly in Settings > Default values.
In this case, you will no longer need to add a loading (or unloading) row in your import file.
Main optional fields
- Id: unique external identifier of the imported delivery (e.g., delivery number, batch number, or purchase order number, example: 20180101-1)
- Customer External Id (your ERP customer code, e.g., C01001001)
- First name (contact person)
- Phone / Mobile (international format: +44…)
- Postal code
- City
- Customer comments
- Time slot: corresponds to a time window defined in your site settings, format HH:MM-HH:MM (e.g., 08:00-10:00)
- Comments
- Order type (service types defined in your account settings)
- Comp_XXX: indicates whether a predefined skill is required (enter YES or NO)
- Cap_XXX: quantity to transport (whole number, e.g., 18) corresponding to a predefined capacity. This field is required if mandatory validation was enabled when creating the capacity.
☝️ Skills and capacities must be created beforehand in the settings.
Adding custom fields
Are you using custom fields in AntsRoute?
- First create the field in:
Settings > Custom fields > Customer file and/or Delivery - 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
- Open the Plan module
- Click Import deliveries
- Click Upload a 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
💡 You can define a date and duration for all jobs by clicking the ✏️ icon.
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 jobs
To modify several jobs at once:
- Import a new file
- Make sure to keep the original customer external id
- The data will be updated automatically
Conclusion
Importing fixed-date jobs 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. 😊