Quick Import is a feature that allows users to create and book delivery jobs in bulk by uploading a CSV file.
The system automatically extracts shipment details from the file, reducing manual effort and enabling faster processing.

When to Use Quick Import

Use Quick Import when:

  • Creating domestic shipments (same origin & destination country)
  • You want a simple file format with minimal required fields
Key Behavior

Pickup address is automatically taken from the selected customer settings

Mandatory Fields (CSV File)

Each row must contain:

  • deliverycompanyname
  • receiverName
  • receiverEmail
  • receiverPhone
  • deliveryAddress1
  • deliveryAddress2
  • deliveryCity
  • deliveryCounty
  • deliveryCountry
  • deliveryPostcode
  • collectionDate
  • parcelWeight1

Step-by-Step Process

1
Access Bulk Import
  • Go to Create Order
  • Click In Bulk 

Access Bulk Import

2
Select Customer & Import Type
  • Choose the Customer
  • Select Import Type = Quick Import

Select Customer & Import Type

3
Upload CSV File
  • Click “CHOOSE FILE”
  • Upload your CSV file
  • (Optional) Download Sample File for correct format

Upload CSV File

4
Select Profile = Default

Go to the SERVICE tab and fill:

  • Pickup Date
  • Booking Carrier
  • Service
  • Pickup Start Time
  • Pickup End Time

Select Profile = Default

5
Submit & Process File
  • Click NEXT to process the uploaded file

You will see a confirmation message:

“Your request has been registered, will update you while done!!”

Submit & Process File

6
Processing Completion

Once processing is complete, you will see:

“Uploading csv data has been processed successfully!!”

7
View Results

After processing, the system displays:

  • Requested File (req_csv) → Original uploaded file
  • Response File (res_csv) → Processing results

Response File Details

The response file includes:

  • Number of successful jobs
  • Number of failed jobs
  • Failure reasons for each failed record
8
Column Mapping & Profile Save

If you are using a custom file or new profile, you will need to map the columns:

  • Match each InstaDispatch field (e.g., Receiver Name, Delivery City)
     with the corresponding column from your CSV file
  • Use the dropdowns to select the correct CSV column for each field

Column Mapping & Profile Save

Once mapping is complete:

  • Enter a Profile Name
  • Click “Save” to store the mapping profile

Click “Save” to store the mapping profile

Note
  • Saved profiles can be reused for future uploads
  • This avoids repeated mapping for the same file structure

Package Details Handling (Quick Import)

  • Only parcel weight (parcelWeight1) is required
  • Dimensions are not required

Default Values Applied:

  • Length = 1 cm
  • Width = 1 cm
  • Height = 1 cm

Output

  • Jobs are created and booked successfully
  • Uploaded file is attached to the job for reference

Best Practices

  • Always use a clean CSV template
  • Review data before uploading
  • Ensure accuracy to avoid failures
Note
  • Pickup address is auto-filled from customer settings
  • Best suited for standard and repeat jobs