Streamlining Data Integration with the Cigo Tracker CSV File Template
In the fast-paced world of logistics and delivery management, the key to success lies in the meticulous handling of data. The Cigo Tracker CSV File Template is an indispensable asset for enhancing the import process, ensuring that delivery information is integrated smoothly and efficiently. This guide delves into the template's columns and specifications, aiming to empower development teams with the knowledge needed for its effective application.
Understanding the Cigo Tracker CSV File Template Columns
The Cigo Tracker CSV File Template is an integral part of managing the logistics and delivery processes efficiently. It is designed to facilitate the seamless integration of delivery information into your system, ensuring that all relevant data is accurately captured and utilized. This template serves as a blueprint for structuring delivery-related data, which can significantly streamline operations and improve service delivery.
Note: Before downloading the base template and reading further, we recommend that you review the article that provides the correct order of the columns used by our base template.
As you navigate through the template, remember that certain fields are mandatory and must be accurately filled to ensure the effectiveness of the data integration process. These fields are crucial for the basic identification of deliveries, including details such as:
First Name
Phone Number
Address
Fulfillment Date
Comprehensive Field Details
Customer Identification
Customer Identification
First Name: The foundation of customer identification is the first name field, which is crucial for accurately tracking deliveries.
Last Name: While optional, the last name field provides additional granularity in customer identification, which is particularly useful for individual customers.
Mobile Number: String Mobile number associated with the delivery.
Phone Number: String Phone number associated with the delivery. We accept formatted phone numbers as well as non-formatted ones.
Email Address: The customer's email address.
Address Specifications
Address Specifications
Apt.: The apartment should NOT be in the address field. It should be in this field separately.
Postal Code: Postal code associated with the address.
Address: Delivery address of the customer. It should include the civic number, street name and type, city, province/state, and postal code.
Scheduling and Timing Details
Scheduling and Timing Details
Delivery Date: The date of the delivery is in the format YYYY-MM-DD.
Time Preference: Enumerated field defining the customer's time preference for the job's arrival at their door.
Time Frame Start: The start of the delivery time frame, if any. If you have a start time frame, you must have a Time Frame End (otherwise it will be disregarded). This value’s format is only accepted as a 12-hr clock including AM/PM, i.e.:
8:00 AM
10:15 AM
2:45 PM
Note: Cigo can automatically calculate the time frames, but in case you’d rather use your own time frames as set in your ERP, this is the way to go.
Time Frame End: The end of the delivery time frame, if any. If you have an end, you must have a Time Frame Start (otherwise it will be disregarded). This value’s format is only accepted as a 12-hr clock including AM/PM, i.e.:
11:00 AM
12:30 PM
5:00 PM
Note: Cigo can automatically calculate the time frames, but in case you’d rather use your own time frames as set in your ERP, this is the way to go,
Confirmation Status: Status of confirmation for the first row of every delivery.
Financial and Item-Specific Details
Financial and Item-Specific Details
Invoice Number: The invoice number associated with the delivery item.
Invoice Links: Direct URL to the PDF invoice file, if any.
Item Net Weight: Integer value of the weight of the item
Item Net Volume: Integer value of the volume of the item
Item Quantity: Quantity of this item line (if set to -1, the "Item Line Type" will be considered a return unless specified otherwise)
Item ID (SKU, SN, etc.): ID associated with the item or service (max 30 characters).
Item Line Type: Type of item line, such as delivery, return, exchange, etc.
Item Description: Description of the item (max 50 characters).
Item Handle Time: Time required to fulfill the item line once the operator is on the customer site.
Item Value: The dollar amount value of the item.
Logistics Coordination
Logistics Coordination
Distribution Center ID: ID associated with the fulfillment center handling the delivery.
Branch ID: Branch ID as-is in your current database (should match into Cigo Tracker).
Label/Boxes Count: Number of labels to print for a given customer.
Pickup Location ID: ID of the branch or warehouse from which the current line item needs to be picked up.
Reference ID: The unique identifier of that job within your own database, should only be defined once.
Balance Owed: The balance owed for a given customer.
Comments: Any comments associated with the delivery. Only the first line item associated with the delivery should have a comment. Otherwise, they will be merged.
Quick Description: A 10-character short description visible to the operator on the road and in the route builder. For a delivery with the same phone number, address, and delivery date, this should only be defined once (not for every line item).
Additional Notes
Format data as a comma-delimited CSV file for compatibility and ease of processing.
Enclose strings containing spaces within double quotes to maintain data integrity.
Organize customers alphabetically by name for systematic processing.
Adherence to the specified column order is crucial for successful data import.
Leveraging the Cigo Tracker Template
Integrating the Cigo Tracker CSV File Template into your operational workflow offers a structured approach to delivery management. By fully grasping its features and specifications, development teams can utilize this tool to refine import processes, optimize logistical operations, and elevate customer satisfaction through precise and efficient delivery services.