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How to import spreadsheets into Circuit for Teams
How to import spreadsheets into Circuit for Teams

Bulk upload unassigned stops in a spreadsheet to quickly import delivery data

Chloe Ammonds-Nutt avatar
Written by Chloe Ammonds-Nutt
Updated over 2 weeks ago

Once you have prepared your spreadsheet data and it's ready to import, watch our handy video or follow the steps below to map and import your delivery data correctly.

To download a copy of Circuit's example spreadsheet template > click here.


How to upload your spreadsheet

  • On the Dispatcher dashboard, go to > Unassigned Stops

  • Select > Import from spreadsheet

  • Accepted file types are .csv .tsv .psv .json .xml .xls, .xlsx, .xlsm, .xlsb, .xltx, .xltm

  • Depending on your dashboard view, you may be prompted to select a depot

  • Next, drag and drop your spreadsheet or click > Upload file

Troubleshoot

  • Make sure that row 1 contains a header field for every column with data

  • Circuit will assume that the first complete row of data in your spreadsheet is the row that contains your column header fields

How to upload multiple tabs/sheets

If you are uploading a spreadsheet with multiple tabs/sheets, you will need to:

  • Select the tabs/sheets you want to import from the left-hand list

    AND then

  • Select the Stops button on the right-hand side

  • Then click > Continue

How to edit automatic data field mapping

  • Once your spreadsheet is uploaded, the incoming and destination data fields will be automatically mapped. Double-check this automated mapping to make sure that each incoming field from your spreadsheet is accurately mapped to the correct destination field in Circuit

  • To edit how a data field is mapped, go to the > Destination Field > click the drop-down menu > select the correct data field option from the list

  • Once you have checked and completed your data mapping click > Continue

Circuit uses AI to automatically map your data fields for you and remembers your mapping preferences to use them for all future spreadsheet uploads.

You should only need to re-map a data field if it is incorrectly mapped or if you have changed your spreadsheet format.

How to make final edits before importing your data

  • There is one last chance to make any final edits before submitting your spreadsheet to Circuit

  • To make a change, click on any cell to edit the contents, and your change will be saved automatically

  • To submit your data, click > Submit unassigned stops

  • Your imported stops will now be visible in the unassigned stops list, ready to be assigned to a route

Read next...

Click here to find out how to prepare your spreadsheet for import using Circuit's example spreadsheet template, or use the spreadsheet glossary below to check that your column headers and the data you have input are correct.

Click here to learn about how to create a route.


Spreadsheet Incoming Data Field Glossary

Column Header/Title

Description

Data Type Examples

Address Name/Flat/Building/Unit Number

The name of the stop, such as a building or business name.

This is not street-level data

  • Flat 2

  • Unit 3

  • Empire State Building

Address Line 1

The main address of the stop.

This must be street-level data,

  • 1 Bond street

  • 234 Demo close

  • 10 Berry lane

Address Line 2

A secondary line of the address.

City

The city the stop is in.

  • Orlando

  • Chicago

  • Manchester

State

The state/county the stop is in.

  • Texas

  • California

  • Hertfordshire

  • Queensland

Zip

The zip/postal code of the stop.

  • 10001

  • 20500

  • SW1A 0AA

Country

The country the stop is in.

  • USA

  • UK

  • Canada

  • Australia

  • Brazil

Earliest Arrival Time

The earliest time you wish for the driver to arrive at the stop. This must be in 24hr clock format.

  • 8:30

  • 10:30

  • 16:45

Latest Arrival Time

The latest time you wish for the driver to arrive at the stop. This must be in 24hr clock format.

  • 10:00

  • 13:00

  • 21:00

Time at stop (minutes)

How many minutes your driver will spend at the stop.

  • 1

  • 60

  • 240

Notes

Any information you need the driver to know about the stop.

  • Leave in the safe place

  • Leave with neighbor

  • A gate code

  • Beware of the dog

Size

Size information about the package/parcel.

  • Small

  • Large

  • Rectangle

  • Long

  • Envelope

Proof of delivery

Specify if proof of delivery is required or not required for each stop.

  • required

  • not_required

Recipient Name

Name of the recipient associated with the stop.

  • Jane Doe

  • John Smith

Recipient Email Address

Email address of the recipient associated with the stop.

Recipient Phone Number

Phone number of the recipient associated with the stop.

  • (202) 960-2925

  • +44 020 3868 3278

  • +447868790415

Tracking Visibility

The level of tracking visibility you want to provide in Customer Notifications

  • ETA

  • Stops in queue

  • Live driver tracking

Type of stop

Marking the stop as a delivery or pickup/collection.

  • Delivery

    Or

  • Pickup

Order

The order you want the stop to be placed on the route first/auto/last

Tracking Visibility

The level of tracking visibility you want the recipient to see in their recipient notifications

Id

An external ID, order, or reference number is associated with the stop.

  • 345643

  • 36456473FGDHFN

  • RAF45676FGD

Package Count

The number of packages or parcels associated with the stop.

  • 1

  • 4

  • 7

Products

The products that are being collected or delivered to the stop.

  • Protein Powder

  • Birthday Cake

  • Flowers

Seller Website

A direct link to the seller's website.

Seller Name

You are stating the seller's name you are delivering/collecting on behalf of.

  • Jack's burgers

  • Ryan's Flowers

  • Cake4u

Driver

The driver's email address or phone number you wish Circuit to allocate this stop to when creating the route.

Circuit Client ID

The client ID generated for each client that is invited to the client portal.

Barcode ID

The Barcode ID number associated with a package barcode

Latitude

The Latitude coordinates of the corresponding stop

  • 40.748400

  • 51.500700

  • -33.856800

Longitude

The Longitude coordinates of the corresponding stop.

  • -73.985700

  • -0.124600

  • 151.215300

Got a question?

Contact your account manager, start a live chat, or email [email protected]

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