When preparing to upload order data from another system into the Cigo Tracker platform, it's essential to format your CSV file correctly. This guide provides detailed descriptions of each column in the CSV template to ensure your data is imported smoothly.
Important Notes
Mandatory Fields: Columns marked with an asterisk (*) are mandatory. If a field is not required, you can leave it empty, but do not skip columns.
File Format: Ensure the file is in a comma-delimited CSV format.
String Formatting: Strings containing spaces must be enclosed within double quotes.
Column Order: The order of the columns is crucial. It must match the template provided in this guide.
First Row: The first row should contain only the column titles; it will not be imported.
Column Titles: The titles of the columns in your CSV file do not need to match the ones in this guide.
Decimal Numbers: Only the US-English number format is supported for decimals.
Sorting: Customers should be sorted alphabetically by their first and last names
CSV File Columns Explained
Column Name | Description |
First Name* | The customer's first name. Use this field if it is a business name (without a last name). |
Last Name | The customer's last name (if applicable). |
Phone Number* | The phone number associated with the delivery. Acceptable formats include: +15062345678, +1-506-234-5678, +1 (506) 234-5678. Include the country code prefixed with '+'. |
Mobile Number | The mobile number associated with the delivery, where the Cigo tracking URL will be sent. Acceptable formats are the same as for the Phone Number. |
Email Address | The email address where tracking information will be sent. |
Address* | The customer's delivery address, including Civic number, Street name and type (e.g., Blvd, Ave), City, Province/State, Postal Code. |
Apartment | The apartment number, if applicable. Do not include this in the Address field. |
Postal Code | The postal code associated with the delivery address. |
Delivery Date* | The date of the delivery, formatted as YYYY-MM-DD. |
Branch ID | The branch ID from your database. This ID should match the Ref. No. value set for that location in Cigo Tracker. |
Time Preference | The customer's preferred time for the delivery. There are two modes available in Company Settings: Basic (AM/PM) and Advanced (morning, afternoon, etc.). |
Comments | Comments associated with the delivery. Only the first line item for a delivery should contain a comment. |
Invoice Number | The invoice number related to the item. |
Invoice Links | A direct URL to the PDF invoice, if available. |
Item Net Weight | The item's weight as an integer value. |
Item Net Volume | The item's volume as an integer value. |
Item Quantity | The quantity of the item. If set to -1, the "Item Line Type" will default to a return unless specified otherwise. |
Distribution Center ID | The ID of the fulfillment center handling the delivery, if different from the Branch ID. |
Item ID (SKU, SN, etc.) | The ID associated with the item or service, with a maximum length of 30 characters. |
Item Line Type | The type of item line, which should be one of the following (defaults to "delivery" if not set): delivery, return, exchange, pickup, installation, service, custom. |
Item Description | A brief description of the item, with a maximum length of 50 characters. |
Item Handle Time | The time, in minutes, required to fulfill the item once the operator is on-site. |
Item Value | The item's dollar value, formatted as a float with two decimal places. |
Quick Description | A short, 10-character description visible to the operator. This should only be defined once per delivery with the same phone number, address, and delivery date. |
Confirmation Status | The confirmation status for the first line item of every delivery: Unconfirmed ("unconfirmed"), Confirmed ("confirmed"). Defaults to "confirmed" if left blank. |
Label/Boxes Count | The number of labels to print for the customer, used primarily for label printing integration. Only the first line item should contain this value. |
Balance Owed | The balance owed by the customer, formatted as a float with two decimal places (without the $ sign). This should be defined only once for the first line item. |
Pickup Location ID | The ID of the branch or warehouse from which the item needs to be picked up, if it differs from the Distribution Center ID. |
Time Frame Start | The start time of the delivery window, formatted as a 12-hour clock with AM/PM (e.g., 8:00 AM). If a start time is provided, a corresponding Time Frame End is required. |
Time Frame End | The end time of the delivery window, formatted as a 12-hour clock with AM/PM (e.g., 11:00 AM). If an end time is provided, a corresponding Time Frame Start is required. |
Reference ID | The unique identifier of the job within your database. This should only be defined once per job. |