Importovanie nákladov zo súborov vo formáte CSV

Aktualizované 18/9/23 uverejnené Jakub

Kto môže túto funkciu používať?

Funkcia je dostupná pre všetkých používateľov platformy Trans.eu a CargoON.

Z tohto článku sa dozviete:

  • ako importovať náklad do platformy Trans.eu pomocou súboru .csv, .xls alebo .xlsx

Import nákladu krok za krokom

Naučte sa importovať náklad zo súboru .csv, .xls alebo .xlsx

35 STEPS

1. Under "Add freight", navigate to the option: Import freights from CSV.

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2. This is what the freight import window looked like before. The process itself is simple and clear, however, it requires preparation of a file in a specific format and according to a defined template.

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3. This often involves manual work and such operations take a lot of time or manpower, which generates unnecessary costs.

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4. To meet the expectations of our current and future Customers, we come with a refreshed Smart Importer of freights.

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5. With a flexible approach to the format and syntax of the file, we are enhancing the process of publishing a large number of freights.

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6. Moreover, we are adding several improvements that will have a positive impact on the efficiency of operational staff.

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7. In the window frame, in the upper right corner, we have placed a link to the Help Center, available at any stage of the process, where you will be guided step by step through the new process of freight import.

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8. In addition to the CSV format, our Smart Importer will also support XLS and XLSX formats, adapted to all TMS systems available on the market.

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9. Once the file is loaded, you will automatically be taken to the next step - Freight data matching.

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10. This is what the Smart Importer of freights will do if the loaded file matches a previously supported .csv file template or a file mapping you have saved. File mapping is explained in a later section.

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11. This is what the Smart Importer window will look like if the loaded file is incompatible with the previously supported .csv schema or has a completely different syntax (e.g. different column names and/or different column order).

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12. In the left panel, there is a checklist of mandatory freight parameters, which is the absolute minimum required to publish/save imported freights.

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13. By clicking on a particular column, e.g. "Date from", you will be able to associate the data it contains with the corresponding parameter on the platform, in this particular case - the mandatory "Loading date" parameter.

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14. The mapped column and the corresponding item in the checklist will be highlighted in green.

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15. Once the file is mapped according to the requirements, the Save as template option is enabled.

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16. Finally, in the save template window, enter a unique name for the template and save it.

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17. The saved template will appear in the upper left corner of the list of matching templates. It will be available to all users in the company.

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18. The first thing Smart Importer always does after loading a file is to try to automatically match it to one of the saved templates, if possible.

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19. Import summary is the next step.

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20. A significant improvement is the possibility to make changes to individual freight parameters directly in the freight import window.

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21. This is especially useful when the imported file contains errors.

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22. By filtering the list with the Show only freights with errors option checked, you can correct them efficiently.

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23. For example, a window allowing you to make changes to given freight parameters will appear when you click on any active field.

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24. By clicking on a field in the window, you can also make changes to the postal code, street, city and number.

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25. In the updated version of the Importer, there is a step of publishing freights, where you can publish all freights in the same way.

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26. Publish all freights in the same mode is the option enabled by default, which allows you to publish freights in a given mode available to the ordering party.

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27. Deselecting this option activates new features. A list of freights will appear with the possibility of selecting several items from the list.

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28. Then you can choose for them one of the publication modes available to the ordering party.

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29. An option to save a draft copy of imported freights, which will always be published manually, is embedded here.

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30. As you move down the list, you will see the corresponding publication modes assigned to each freight.

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31. Clicking Import freights starts both the import process and the publication or creation of a draft copy, which can continue in the background.

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32. Previously, the ongoing freight import process prevented all users of a given company from starting another import until the current one was completed, which consumed valuable time. The new version of the importer solves this problem.

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33. When the import is finished, you will receive a notification. Click on it to view the summary.

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34. The Freight import summary will be displayed.

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35. The imported freights are eventually included in the list of Added freights with the respective statuses.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2231192/importer-fracht-w---EN?iframeHash=trysteps-1

Import nákladu do platformy Trans.eu pomocou súboru .csv, .xls alebo .xlsx

Rozbaľte šípku vedľa tlačidla Pridať náklad a vyberte možnosť Importovať náklad z CSV.

  1. Pridajte pripravený súbor a prejdite na ďalší krok.

  1. Pri párovaní údajov o nákladoch môžete ľahko upraviť hodnoty zo svojho súboru tak, aby zodpovedali hodnotám požadovaným platformou Trans.eu. Zabudovaný slovník vám pomôže rýchlo identifikovať, ktoré pole na platforme zodpovedá vášmu stĺpcu v súbore

V súhrne importu nájdete podrobné informácie.
  • Príklad 1

  1. Naimportujú sa všetky náklady. Kliknite na tlačidlo Ďalej a prejdite na parametre publikácie

    • Príklad 2

  1. Importovať sa budú len rozpoznané náklady. V tabuľke uvidíte, pri ktorých nákladoch sa vyskytla chyba. Chybné hodnoty môžete opraviť priamo v okne importéra, kliknite na tlačidlo Ďalej a prejdite na parametre publikácie.
    .

  1. Vyplňte Dátum platby, Príjemcov a Kontaktné osoby a potvrďte tlačidlom Importovať náklad.
Ak chcete publikovať náklad rôznymi spôsobmi, zrušte začiarknutie políčka Publikovať všetky náklady v rovnakom režime.

Môžete publikovať všetky importované náklady v rovnakom režime, publikovať každý z nich samostatne alebo vybrať niektoré z nich.

Môžete publikovať náklad zo súboru do automatických pravidiel. Začiarknite políčka Automatické pravidlá zverejňovania a Importovať náklad.

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Stav importu bude viditeľný na Platforme.

Všetky oznámenia sú k dispozícii pod ikonou zvončeka.

Po dokončení importu sa zobrazí oznámenie.

Spolu so zhrnutím.

  • Príklad 3

  1. Nebude sa dovážať žiadny náklad. Opravte svoj súbor a skúste to znova.

  • Príklad 4

  1. Neplatný formát súboru. Skontrolujte svoj súbor a skúste to znova.

Pamätajte!

- Nie je možné pridať ten istý súbor viackrát.
- Používanie funkcií v rozpore s podmienkami používania (napr. duplikovanie ponúk) môže viesť k strate možnosti importovať ponuky.

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