DOC-Import | TourMonitor BaseData Importfunktion Einführung

4:00 Min Medium

Import page is where to manage one time imports of the data.

1. Field Specification

 

1.1 Manual Import

Manual Import is where to import data for any selected routes.

 

 

NumFieldInfo
1Date pickerThe date picker to filter the data by dates
2Tour Plan IDThe tour plan ID
3Tour NameThe tour name
4Last ImportThe date and time of the last import
5ProductsThe products of the tour
6Run manual import for selected routesThe button to run manual import for selected routes

 

1.2 Info Text Configuration

Info Text Configuration is where to manage information texts of routes.

 

 

NumFieldInfo
1Default Info TextThe default info text message
2Date pickerDate picker to filter info text list
3TypeType of the info text message
4TargetsTarget of the info text message
5Info TextThe info texts
6Delivery DateThe delivery date of the info text

 

1.3 Address Mapping

Address Mapping is where to import incorrectly spelt addresses and to map to correct addresses.

 

NumFieldInfo
1Wrong TextIncorrect spelt addresses
2AddressThe correct address of the wrong texts
3InfoAdditional information of the address mapping
4Import Button

Import address mapping

5Export Button

Export address mapping

 

2. Flow of Events

 

2.1 Manual Import

To manually import tours, follow the steps below:

  1. Navigate to Base Data > Import > Manual Import
  2. Select date to import
  3. Select tour records from grid
  4. Click Start button and the data will be imported

2.2 Info Text Configuration

User can define information to be sent per route by following the steps below:

  1. Navigate to Base Data > Import > Info Text Configuration
  2. (Optional) Click Edit button to add a default message
  3. Select delivery date
  4. Click Add button and select Type
  5. Select available routes in Targets
  6. Input Info Text
  7. Click Checkmark

 

For future texts that have not been sent yet, user can select the desired record and edit the information.

2.3 Address Mapping

In TourMonitor, user can upload address mapping lists to manually correct wrong addresses by following the steps below:

  1. Navigate to Base Data > Import > Address Mapping
  2. Click Upload button
  3. Select address mapping file from local PC
  4. Click Import