Daily Roster Custom Importer
Introducing the Custom Spreadsheet Importer, a game-changing new feature that will save you and your staff valuable time with morning operations! With the custom importer, you can easily import Associates, Routes, Staging, Vehicles, Parking Spaces, Rabbits, and Associate Status.
The best part? You don't need to use a unique template! The software will intelligently match your spreadsheet headers upon importing. For example, the column for "DA" could be named any of the following: "da name," "da," "delivery associate," "associate," "staff," "staff name," "employee," "associate name," and Hera will intelligently know what data is in that column.
Ask your station for a CSV or Excel file that includes Associate Name or Transporter ID, along with their Route and Staging. Once you have that file, import it using the new Custom Spreadsheet Importer, and Hera will work her magic!
To assign Vehicles, Rabbits, and Associate Status with the Custom Importer, the Vehicle Name, Rabbit Name, and Associate Status in the file must match exactly what is in the Hera Company Settings Drop-Down Lists.
This new feature will save you time and effort, as you no longer have to enter all this information manually.
Your file must include the Associate's name or Transporter ID. If the file includes multiple DSPs, it must include your shortcode. If Associates are already on the daily roster, Hera will update them with the information on the Custom Spreadsheet. And if some Associates still need to be rostered, Hera will automatically add them to the roster.
The Custom Spreadsheet Importer is an incredibly powerful tool to help you manage your daily operations more efficiently. It is user-friendly, customizable, and designed to save time and effort.
Don't waste your time manually inputting route and staging info.
Upload a custom spreadsheet and watch Hera do all the magic for you.
Instructions below.
STEP 1: Navigate to the Daily Rostering page, select the table-level action menu, then select Import From Custom Spreadsheet.
STEP 3: Next you will see all of the data imported from the Custom Spreadsheet. Hera will automatically match on Associate name or Transporter ID if the file only has one of the two. If your file has Associate Name and Transporter ID, we recommend selecting "Match on Transporter ID". Once one is selected, click Continue.
STEP 4: Match Associates. Unmatched Associates will be on the left side of the screen. Easily type to search for the Associate in the list, select the Associate and Hera will intelligently remember their alternate name. If everything looks okay and is matched, then select Import at the bottom.
You can add more than just Route and Staging info with Custom Spreadsheets. If your custom spreadsheet also has van assignments, rabbits, parking spaces, or Associate Status, those will be imported along with Route and Staging, all at the same time.
If there are already drivers on the daily roster, the importer will update the drivers already there AND it will add any new drivers that are in the file but not on the daily roster.
The file you import can also have the associate's van assignment and rabbit, but the vehicle name and rabbit name have to match the name in Hera EXACTLY.
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