Skip to main content
Import files explained
Frederik Vanaken avatar
Written by Frederik Vanaken
Updated over 7 months ago

Template company_import

The company_import is used to import all existing customers into Qargo.

Column name

Required/optional

Remarks

Example

name

Required

Customer name to be used in the application

Qargo

vat_number

Optional

customer's VAT number (no specific format is enforced)

BE1234567890

accounting_code

Required

Unique id

134

legal_name

Required

Legal customer name to put on official documents

Qargo Tech NV

iban_code

Optional

bic_code

Optional

is_customer

Required

If TRUE, will be created as a customer

TRUE or null

is_subcontractor

Required

If TRUE, will be created as a subcontractor

TRUE or null

archived

Optional

To import archived (not longer in use) customers

TRUE or null

note

Optional

Extra textual information regarding the customer. Usually this contains interesting information that is not part of one of the other categories described here.

website

Optional

Website of the customers

payment_term

Optional

To derive from the default customer payment_term

subcontractor_payment_term

Optional

To derive from the default subcontractor payment_term

currency

Optional

EUR

tax_type

Optional

To derive from the default tax_type. Tax_type is by default auto selected using vat_number.

locale

Optional

address

Required

street + number + eventual bus number

Gaston Crommenlaan 4

address_second_line

Optional

city

Required

Gent

postal_code

Required

9050

country

Required

Belgium

state

Optional

factoring_code

Optional

contacts__name

Use contacts import instead

Use contacts import instead

Use contacts import instead

contacts__email

Use contacts import instead

Use contacts import instead

Use contacts import instead

contacts__phone

Use contacts import instead

Use contacts import instead

Use contacts import instead

custom_fields__example

Optional

To import custom field values. Remark: 2 underscores are used in the column name.

Template contact_import

The contact_import template is an addition to the customer_import. Each customer can have multiple contacts. Each contact can have a specific role to differentiate between contacts purposes.

Column name

Required/optional

Remarks

Example

company_name

Required

Customer name used in the application

Qargo

company_accounting_customer_code

Required

Unique id used in the application. It's 'accounting_code' in the customer_impory

134

name

Required

Name of the contact

Thomas Smith

email

Required

E-mail of the contact

job_title

Optional

has_portal_access

Optional

Give a contact access to their company portal.

TRUE or null

note

Optional

Extra textual information regarding the contact. Usually this contains interesting information that is not part of one of the other categories described here.

phone

Optional

+324723372

has_role_billing

Optional

To send out invoices to this contact

TRUE or null

has_role_bookings

Do not use

Do not use

Do not use

has_role_cleaning

Do not use

Do not use

Do not use

has_role_container_release

Do not use

Do not use

Do not use

has_role_driver

Do not use

Do not use

Do not use

has_role_heating

Do not use

Do not use

Do not use

has_role_notifications

Do not use

Do not use

Do not use

has_role_operations

Optional

To send out operational documents such as transport orders or CMRs.

TRUE or null

has_role_storage

Do not use

Do not use

Do not use

has_role_other

Optional

To use in individual created tasks.

TRUE or null

custom_fields__example

Optional

To import custom field values. Remark: 2 underscores are used in the column name.

Template order_import

This template is mostly used to have some test data available in a sandbox tenant.

Column name

Required/optional

Remarks

Example

transport_service

Required

On which transport service the order needs to be placed. See configuration>transport service.

Container

customer_code

Required

Unique id used in the application. It's 'accounting_code' in the customer_impory

customer_name

Required

Customer name used in the application

customer_reference_number

Optional

How the order is know at customer side.

order_reference_number

Required

Unique ID only used during import.

order_requested_price

Optional

order_service_level_code

Optional

cmr_reference_number

Optional

CMR number on the top right of a CMR.

container_number

Optional

Number of the container

container_scenario

Optional

container_notes

Optional

container_date

Optional

container_yard_name

Optional

container_yard_full_address

Optional

container_yard_address_line_1

Optional

container_yard_address_line_2

Optional

container_yard_postcode

Optional

container_yard_city

Optional

container_yard_country

Optional

container_reference_number

Optional

pickup_date

Required

Date of collection

08/06/1989

pickup_time

Optional

Time of collection

06:00

pickup_name

Required

The name of the collection location. Locations unknown by the system will be created.

pickup_full_address

Optional

Only use when you're address data is not structured.

Boomsesteenweg 12, 2730 Boom, Belgium

pickup_address_line_1

Required

street + number + eventual bus number

Boomsesteenweg 12

pickup_address_line_2

Optional

pickup_postcode

Required

2730

pickup_city

Required

Boom

pickup_country

Required

Belgium

pickup_notes

Optional

Notes to be displayed to the driver at collection stop

pickup_reference_number

Optional

delivery_name

Required

The name of the delivery location. Locations unknown by the system will be created.

delivery_date

Required

Date of delivery

28/06/1989

delivery_time

Optional

Time of delivery

06:00

delivery_full_address

Optional

The name of the delivery location. Locations unknown by the system will be created.

Boomsesteenweg 12, 2730 Boom, Belgium

delivery_address_line_1

Required

Only use when you're address data is not structured.

Boomsesteenweg 12

delivery_address_line_2

Optional

street + number + eventual bus number

delivery_postcode

Required

2730

delivery_city

Required

Boom

delivery_country

Required

Belgium

delivery_notes

Optional

Notes to be displayed to the driver at delivery stop

delivery_reference_number

Optional

absolute_min_temperature_value

Optional

absolute_max_temperature_value

Optional

volume_lt

Optional

quantity

Optional

How many items will be loaded.

1

weight_kg

Optional

21485

goods_description

Optional

Description of the goods.

pallet_spaces

Optional

loading_meters

Optional

adr_un_number

Optional

packaging_type

Optional

Can only be used when packaging types are configured

Pallet

packaging_size

Optional

product_name

Optional

Can only be used when products are configured

Aardappelen

Template driver_import

To import own or subcontractor's drivers.

Column name

Required/optional

Remarks

Example

name

Required

Driver name displayed in Qargo

Steve Johnson

code

Optional

Unique code

12

first_name

Required

Steve

last_name

Required

Johnson

phone_number

Optional

+334717727

date_of_birth

Optional

27/12/1991

email_address

Required if driver app will be used.

note

Optional

subcontractor_company

Optional

archived

Optional

locale

Optional

custom_fields__example

Optional

Template vehicle_import

To import own or subcontractor's vehicles.

Column name

Required/optional

Remarks

Example

vehicle_type

Required

TRACTOR/VAN/RIGID/TRAILER

TRAILER

name

Required

Vehicle name displayed in Qargo

12BLT2 or VAN2

code

Optional

license_plate

Optional

12BLT2

subcontractor_company

Optional

trimble_object_id

Optional

trimble_active

Optional

webfleet_object_id

Optional

webfleet_active

Optional

archived

Optional

tare_weight

Optional

gross_weight

Optional

capacity_weight

Optional

capacity_volume

Optional

capacity_ldm

Optional

capacity_pallet_spaces

Optional

capacity_length

Optional

capacity_width

Optional

capacity_height

Optional

exterior_height

Optional

exterior_width

Optional

exterior_length

Optional

validity_start_timestamp

Optional

validity_end_timestamp

Optional

validity_description

Optional

custom_fields__example

Optional

Template combinations

To create combinations between a driver, TRACTOR/VAN/RIGID and or a trailer. In the below example, 'Steve Johnson' will by default be driving with Tractor '12BLT2'.

Column name

Required/optional

Remarks

Example

Vehicle_name

Required

Name as used in vehicle_import

12BLT2

Driver_name

Required

Name as used in driver

Steve Johnson

always_on_planning

Required

To be displayed every day on the planning board

TRUE

Template container_import

To import own or subcontractor's regularly used containers.

Column name

Required/optional

Remarks

Example

name

Required

Container name displayed in Qargo

code

Optional

manufacturer

Optional

container_number

Optional

standard_size

Optional

note

Optional

subcontractor_company

Optional

gross_weight

Optional

tare_weight

Optional

capacity_volume

Optional

capacity_weight

Optional

exterior_length

Optional

exterior_width

Optional

exterior_height

Optional

custom_fields__example

Optional

Template product_import

To import products used in order creation.

Column name

Required/optional

Remarks

Example

name

Required

Product name displayed in Qargo

Aardappelen

description

Optional

code

Optional

product_type_name

Required

Product type configured in Qargo. One product type can have multiple products.

adr_internal_code

Optional

adr_edition

Optional

adr_class

Optional

un_number

Optional

packing_group

Optional

specific_gravity

Optional

absolute_min_temperature

Optional

absolute_max_temperature

Optional

loading_meters

Optional

pallet_spaces

Optional

actual_pickup_temperature

Optional

actual_delivery_temperature

Optional

custom_fields__example

Optional

Did this answer your question?