If you have a large number of drivers, you can choose to import them using a comma delimited CSV format import file. You can also export drivers created in the Scenarios user interface in the same format, for backup purposes.
To import a drivers file:
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Open the list menu in the upper left corner of the List panel and select the Drivers option. The Drivers list opens.
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Click the More button
in the upper right corner of the Lists panel, and then select the Import Drivers option in the menu that opens.
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Drag and drop the CSV format file from its saved location into the dialog box. Alternatively, click Choose File, browse to the file on your computer, select it, and then click Open.
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Click Manage Mappings. The Manage Mappings dialog box opens. From here you can use one of the following methods to map the columns in your import file to the columns in the Drivers list:
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If you have used the column naming conventions described in the driver import file format table below, you can click the Auto Map button and the columns in your import file are mapped to the correct driver values automatically. You can use the Sort button to toggle between sorting the columns on the left alphabetically or in the order they appear in the file.
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If you have previously saved a JSON file containing the column mappings, you can click Load to use the saved mappings.
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If your import file uses your own custom column names, follow these steps:
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Click a column name in the left panel, and then click the right-facing arrow
.
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Select the field in the right panel, and click Edit Mapping.
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Select the field that matches the values contained in the import column.
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Click OK.
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Repeat this process for each column in your import file.
-
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(Optional) When you have mapped your columns from the file to the Drivers list, you can perform any of the following actions:
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Click on the left-facing arrow
to remove the field from the Drivers list.
-
Click Edit Mapping to change the mapping for the selected field.
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Click Clear to clear all mappings you have made and start over.
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Click Download to save the current mappings so that you can reuse them another time.
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Click the Settings button
to select the formatting to use for dates.
-
-
When you have finished mapping all your columns from the import file to the Drivers list, click OK to complete the import.
Your driver import CSV files can contain some or all of the following columns:
|
Column Name |
Value |
|---|---|
|
driver.id |
The unique ID of the driver. |
|
driver.name |
The driver's full name. |
|
driver.first_name |
The driver's first name. |
|
driver.last_name |
The driver's last name. |
|
driver.middle_name |
The driver's middle name. |
|
driver.vehicle |
The name of the driver's preferred vehicle. |
|
driver.max_multiday_days |
The maximum length (in days) of a multi-day route for this driver. Defaults to 1 (no multi-day routes). |
|
driver.centroid_name |
The name of the marker at the centroid location. |
|
driver.centroid_id |
Provides a hint to the optimizer that this driver's routes should be clustered around the specified location. Can be supplied as an inline marker or the ID of a marker (marker.id, see Marker Import File Format). |
|
driver.centroid_lat |
The latitude coordinates of the driver soft territory. |
|
driver.centroid_lon |
The longitude coordinates of the driver soft territory. |
|
driver.centroid_lat_lon |
The latitude and longitude coordinates of the driver soft territory. |
|
driver.centroid_address |
The formatted address of the driver soft territory, including the country. |
|
driver.start_location_id |
The ID of the location where the driver starts their shifts. Can be supplied as an inline marker or the ID of a marker (marker.id, see Marker Import File Format). |
|
driver.start_lat |
The latitude coordinates of the driver's start location. |
|
driver.start_lon |
The longitude coordinates of the driver's start location. |
|
driver.start_lat_lon |
The latitude and longitude coordinates of the driver's start location. This is the location where they start their shifts, and might be a depot or their home. |
|
driver.end_location_name |
The name of the marker at which the driver starts their shifts. |
|
driver.start_address |
The formatted address of the driver's start location, including the country. |
|
driver.end_location_name |
The name of the marker at which the driver ends their shifts. |
|
driver.end_location_id |
The ID of the location where the driver ends their shifts. Can be supplied as an inline marker or the ID of a marker (marker.id, see Marker Import File Format). |
|
driver.end_lat |
The latitude coordinates of the driver's end location. |
|
driver.end_lon |
The longitude coordinates of the driver's end location. |
|
driver.end_lat_lon |
The latitude and longitude coordinates of the driver's end location. |
|
driver.end_address |
The formatted address of the driver's end location, including the country. |
|
driver.cost_per_hour |
The driver's normal hourly pay rate. |
|
driver.overtime_cost_per_hour |
The driver's overtime hourly pay rate. |
|
driver.shift_pattern.shift_pattern |
The name of the shift pattern assigned to the driver. |
|
driver.shift_pattern.end_date |
The end date of the driver's shift pattern. |
|
driver.shift_pattern.start_date |
The start date of the driver's shift pattern. |
|
driver.attributes |
Any unique attributes associated with this driver, such as unique training or skills. |
|
driver.custom.[custom] |
The name and value of an arbitrary custom property associated with the driver (for example 'driver.custom.phonenumber'). |
To export a drivers file:
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Open the list menu in the upper left corner of the Lists panel and select the Drivers option. The Drivers list opens.
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Select the check box beside each driver you want to export in the grid, click the More button
-
Click Choose Columns and select the columns that you want to export. By default all columns are selected. Click Export.
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The CSV format export file is saved to the default download location on your computer.
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