Importing and Exporting Shifts

If you have a large number of shifts, you can choose to import them using a comma delimited CSV format import file. You can also export shifts created in the Scenarios user interface in the same format, for backup purposes.

Importing Shifts

To import a shifts file:

 

1.Click the Settings button, or click the highlighted scenario name, and then click the Scenario Settings option in the drop-down menu.

 
2.On the Scenario Settings dialog box, select the Shifts tab.

 
3.Click the More button and select the Import Shifts option.

 
4.Drag and drop the CSV format file from its saved location into the dialog box. Alternatively, click Choose File, browse to the file on your computer, select it, and then click Open.

 
5.Click Manage Mappings. The Manage Mappings dialog box opens. From here you can use one of the following methods to map the columns in your import file to the columns in the Shifts list:

 
oIf you have used the column naming conventions described in the shift import file format table below, you can click Auto Map and the columns in your import file are mapped to the correct shift values automatically. You can use the Sort button to toggle between sorting the columns on the left alphabetically or in the order they appear in the file.
oIf you have previously saved a JSON file containing the column mappings, you can click Load to use the saved mappings.
oIf your import file uses your own custom column names, follow these steps:
a.Click a column name in the left panel, and then click the right-facing arrow .
b.Select the field in the right panel, and click Edit Mapping.
c.Select the field that matches the values contained in the import column.
d.Click OK.


 
Repeat this process for each column in your import file.
 
6.(Optional) When you have mapped your columns from the file to the Shifts list, you can perform any of the following actions:

 
oClick on the left-facing arrow to remove the selected field from the Shifts list.
oClick Edit Mapping to change the mapping for the selected field.
oClick Clear to clear all mappings you have made and start over.
oClick Download to save the current mappings so that you can reuse them another time.
oClick the Settings button to select the formatting to use for dates.

 

7.When you have finished mapping all your columns from the import file to the Shifts list, click OK to complete the import.

Shift Import File Format

Your driver import CSV files can contain some or all of the following columns:

Column Name

Value

shift.id

The unique ID of the shift.

shift.name

The name of the shift.

shift.start_time

The start time of the shift.

shift.end_time

The end time of the shift.

shift.max_driving_time

The maximum driving time permitted during this shift.

shift.break.name

The name of a break within the shift.

shift.break.earliest_start

The earliest start time of a break that is within the shift.

shift.break.latest_start

The latest start time of a break that is within the shift.

shift.break.length

The length of a break that is within the shift.

shift.optimize_start_time

Whether to optimize the start time of the shift.

shift.normal_working_time

The normal working hours that are permitted within the shift.

shift.max_working_time

The maximum working hours, including overtime hours, that are permitted within the shift.

shift.breaks_relative_to_start

Whether breaks in the shift are relative to the start time of the shift.

shift.enable_start_stem_time

Whether to include the time from the start location to the first job in the route calculations for the shift.

shift.enable_end_stem_time

Whether to include the time from the last job to the end location in the route calculations for the shift.

shift.break.id

The unique identifier for a break within the shift.

shift.custom

Custom attributes that apply to the shift.

 

Exporting Shifts

To export a shifts file:

 

1.Click the Settings button, or click the highlighted scenario name, and then click the Scenario Settings option in the drop-down menu.

 
2.On the Scenario Settings dialog box, select the Shifts tab.

 
3.Select the check box beside each shift you want to export in the grid, click the More button in the upper right corner, and then select the Export Shifts option in the menu that opens.

 
4.Click Choose Columns and select the columns that you want to export. By default all columns are selected. Click Export.

 
5.The CSV format export file is saved to the default download location on your computer.