How to import delivery stops from Excel, CSV or Google Sheets

6 steps4 min read

Most teams start the day with a spreadsheet of orders. Here is how to get it into Afi Planner without retyping anything.

1. 1

   Step 1: Open the stop list

   On the day you are planning, open the list on the left and click Import.

2. 2

   Step 2: Paste or drop your file

   Copy the rows (with the header row) from Excel or Google Sheets and paste them in the box, or drop an .xlsx or .csv file on the left.

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3. 3

   Step 3: Check the columns

   Afi Planner recognizes common column names in English, Spanish, Vietnamese and Swedish: name, address, unit, phone, email, time window, service time, packages, weight, volume, notes, order ID, date and pickup details. Fix any column it guessed wrong; it remembers your choice next time.

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4. 4

   Step 4: Review problems before importing

   Rows with a missing address or an impossible time window are highlighted. Fix them in your file or import the rest and add them later.

5. 5

   Step 5: Check addresses on the map

   Imported stops are placed on the map. Vague addresses get a warning in the list; open the stop and drag the pin, or move it next to the nearest road.

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   Try it in the live demo ↗ (opens in a new tab)

6. 6

   Step 6: Check possible duplicates

   Import finished says how many new orders may be duplicates: the same customer and address already have an order a day or two away. Click Merge or keep them in Needs attention and answer each one: Merge (and pick which order stays), Keep both, or Not a duplicate.

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