Before you can plan a route, you need to know where you're going. The only thing Routific needs is a list of addresses. Everything else is optional.
You might also want to add extra information like:
Customer name
Order or invoice number
Contact details (email or phone number)
Unit or buzzer number
Delivery time windows
Duration
Load
Delivery notes for the driver
There are three ways to add orders:
Upload a spreadsheet
Add orders manually
Import them automatically with an integration
This is what your spreadsheet should look like:
You can download a sample to use as a formatting guide or learn more about how to format addresses.
CSV, XLS and XLSX files are accepted.
Required information
Address | The best format for making addresses easy to find is: Street Number and Street Name, City, State/Province (when applicable), Zip/Postal Code (when applicable), Country. You can also split the address into separate columns (Street Address, City, State, Zip/Postal Code, Country). |
Optional information
Customer Name | Adding a customer name makes it easier to find and manage orders. If you don't have one, Routific automatically assigns a unique number to each order. |
Order Number | Use your own order or invoice number. It shows up in the order details for dispatchers, in the mobile app for drivers, and in the Delivery Tracker sent to your customers. If you don't have your own order number, Routific automatically generates a unique Routific ID. Dispatchers, drivers, and customers will all see this ID instead. |
Unit Number | Delivering to an apartment or suite? Put the unit number in its own column, not in the address. This makes sure the address is plotted correctly. |
Time window start and end | Use these if an order must be served during a certain time window. If the order can be done at any time, leave these fields blank. Routific accepts two time formats: |
Duration | How long, in minutes, you expect each order to take. A simple package drop-off is a lot quicker than delivering and installing equipment. You can also use it to add time where parking is hard to find. *If you leave duration blank, we'll use the default duration from your Settings. Fractional durations work too: enter 4.5 for four-and-a-half minutes. |
Load | How much you're delivering for each order. Routific matches loads to each route's capacity so you never deliver more than you can carry. Learn more about loads and capacities. |
Notes | Anything your driver needs to know. Buzzer numbers, special delivery instructions, warnings about aggressive dogs — whatever you need in here. |
Required if you have customer email notifications turned on. | |
Packages | Add barcodes to the order for barcode scanning. |
Got more columns? No problem — you can create custom fields and map them when you upload your spreadsheet. (See below.)
You can upload from either the Orders page or the Routes page — whichever you're on.
From the Orders page
If you don't have any orders yet, drag and drop your file onto the upload box, or click it to choose a file. You can also download our template here.
Already have orders? Click + Add orders in the top right corner, then Upload spreadsheet with orders.
From the Routes page
Click the + button at the top, then Upload spreadsheet with orders.
If your column headings are different from ours, the data mapping tool pops up after your upload. Use the dropdowns to match each of your columns to a Routific field — customer name, driver notes, unit number, email, order number, and so on.
Mapped the wrong column? Click Reset column mapping on the Orders page and upload again.
Need a field we don't have — like an invoice number your drivers should see? Find the column and click Select field. Type the field name in the text box and click +.
Your custom field is now mapped. It appears on the order details page and in the Routific mobile app for drivers.
When you're done, click Upload to continue.
No spreadsheet? Add orders one at a time from either page:
Orders page: click + Add orders, then Add order. (If the page is empty, click Create orders manually.)
Routes page: click the + button, then Add order.
Add the address and any other order details.
*You can enter an address, lat-long coordinates, or pin the location on the map. Learn how Routific makes sure you find the right address.
Click Add when you're ready.
Learn how to save customers in Routific.
If your orders already live in another system, skip the spreadsheet and send them straight to Routific:
Shopify — click Add orders from Shopify on the Orders or Routes page
Zapier — connect Routific to thousands of other apps, no code needed
API — link your own system using our REST API
Once your orders are in, you're ready to schedule and optimize your routes.
