Data Upload

When uploading delivery data, all files must be in Microsoft Excel (.xlsx) format and can only contain between 2-4 sheets.

Specific upload instructions pertaining to column names/values and ID's can be found on the Pickup & Delivery Data Upload page in the Cyan Portal - Pickup & Delivery Data Upload

A sample excel file for Data Upload in Pickup & Delivery can be found here → Sample Excel Upload File for Pickup and Delivery.xlsx

The AssignedTo column must be used, the names in the column must be usernames that have already been created in the Cyan Portal.

Information about creating user accounts can be found here - Creating User Accounts

A generic spreadsheet data hierarchy is as follows.

Sheet/Level 1: Trip/Manifest
- Must contain "AssignedTo" & "ID" columns
Sheet/Level 2: Stops
- Must contain "ParentID" & "ID" columns
Sheet/Level 3: Items (Picked-up/Delivered)
- Must contain "ParentID", "ID", & "OderType" columns
- OrderType column must specify which type of order the stop is: Delivery or Pickup
Sheet/Level 4: Subitems/Miscellaneous Items
- Must contain "ParentID" & "ID" columns

Once uploaded, the information for each trip will be accessible from the respective users' accounts listed in the "AssignedTo" column.