Import External Files

There are four types of import - Customers, Stock, Suppliers and Addresses for a job. All of these import from a .csv file, for the first three the method is the same.

1. Open the Import Window
2. Select the type of import using the drop-down box in the centre of the Ribbon
3. Ensure that the .csv file that you are importing is laid out in the same order as the columns along the top of the import table (use the scroll bar just beneath the table to view all the columns)
4. Ensure that the .csv file that you are importing is laid out in the same order as the columns along the top of the import table, This has deliberately been mentioned twice as this is the most common cause of failed or damaging imports.
5. Click on the folder icon in the bottom right of the screen and navigate to your saved .csv file, this will put the file location in the adjacent textbox.
6. If your .csv has headings on the top line then tick the Ignore Top Line tickbox so that the headings wont be imported.
7. The drop-down box should read Comma, it is possible to import TAB deliminated files, however .csv is the preferred method and is less prone to error
8. Click the Val. Data button to get Journease to check and validate that the data in the .csv is correctly formatted, once checked if everything is ok then the Import button will illuminate. If the validation check fails a warning message will show the reason for the failure.
9. Click the Import button to import the .csv file into Journease

Fig 2

When importing Addresses for a Job there are some extra details that need to be added before the import can take place.

1. Use the Customer drop-down box to select the customer that the import applies to
2. Customer Reference and Customer PO Number are input if they apply to this customer
3. By default all of the tickboxes should be ticked, this will ensure that the addresses imported are verified and laid out correctly on the live console and that routes and prices are calculated automatically
4. If you use multiple Depots than select the Depot that you are importing for from the drop-down box, it is possible to import using a Depot Zone Set
5. If the collection address is the same for all imported jobs then put the postcode of the collection address into the text box
6. The final drop-down box will allow you to remove duplicate addresses based on the information you have added (Postcode, Customer Reference or PO Number)
7. Once this information has been entered follow the above routine to action the import