This solution will guide you through the process of importing bulk addresses into Cario.
Steps to follow:
1. Login to Cario
2. Click on ‘Maintenance – Addresses’ on the left-hand side
3. To obtain the template, click on the 'Export to CSV' button to the right of the screen:
4. Open the CSV file to enter all the address information
Explanation of the fields:
- Code: unique code per address (optional)
- CostCentre: standard cost centre for this address (optional)
- Name: company name, max 30 characters, no special characters (mandatory)
- AddressLine1: Address line 1 of the company, max 30 characters, no special characters (mandatory)
- AddresLine2: Address line 2 of the company, max 30 characters, no special characters (optional)
- Locality: suburb (mandatory)
- State: State (mandatory)
- Postcode: Postcode (mandatory)
- Country: Australia (Cario only supports national freight)
- Contact: contact name, max 30 characters (mandatory)
- Phone: Telephone number, numeric and only the characters – ) allowed (optional)
- Mobile: Mobile number, numeric and only the characters – ) allowed (optional)
- Fax: Fax number, numeric and only the characters – ) allowed (optional)
- Email: email address, only 1 allowed (optional)
- IsPostal: FALSE or TRUE - is the address a postal address (mandatory)
- IsResidential: FALSE or TRUE - is the address a residential address (mandatory)
- IsMineSite: FALSE or TRUE - is the address a minesite address (mandatory)
- AllowATL: FALSE or TRUE - Authority to Leave option (mandatory)
- Notes: pickup/delivery instructions, max 100 characters, no special characters (optional)
- ThirdPartyCarrierCode: blank, discuss this option at a later stage
- ThirdPartyCarrierServiceCode: blank, discuss this option at a later stage
- ThirdPartyCarrierChargeAccount: blank, discuss this option at a later stage
- WhatThreeWords: blank, discuss this option at a later stage
Note: You will need to ensure that the locations are validated (Locality, State, Postcode) and that the max field lengths are not exceeded
5. Save as CSV file
6. Click on the 'Import File' button to the right of the screen:
7. Select the correct file – select [open]
If all existing addresses needs to be deleted, select the tick box ‘Delete Existing Addresses’
8. In tab ‘Uploaded Files’ you can monitor the import