Import
Settings for data import: controlling the behaviour when importing and reimporting shipments and the associated master data (for superadministrators only).
On the Import tab of the settings, you define how X4fleet processes imported shipments and the associated data during import and during reimport. The settings made here affect all data imports of the respective group.
Note: This tab is visible exclusively to users with the Superadministrator (Xplanis AG) role. It is hidden for all other users. To make changes to these settings, please contact support.
1. Navigation
You will find the Import tab within the Settings. Provided you have the required superadministrator rights, the tab is displayed in the tab bar of the settings page; otherwise it is not visible.
All adjustments on this tab are applied together with the other settings via the button for saving the settings.
2. Behaviour options for shipment import
The tab contains a number of checkboxes with which you define the behaviour when importing and reimporting shipments. A tooltip is available for each option, explaining its precise effect; to see it, move the mouse pointer over the respective label.
Enable or disable the desired options and then save the settings.
Available options
| Option | Effect |
|---|---|
| Match gateway contacts without refId by content | Contacts imported via the gateway without an id and without a refId are matched to an existing contact based on their content instead of being created again on every import. The option only takes effect if it is enabled in the main group; it is disabled by default. The matching rules are described under Matching Contacts by Content. |
| Release shipments automatically | Imported shipments are released automatically immediately after import, without manual release being required. |
| Replan after shipment update | If an existing shipment is updated during import, the associated planning is subsequently carried out again automatically. In the process, where there are relevant changes, a shipment may also be detached from a planned tour and assigned to another. |
| Save shipment if release is not possible | If an imported shipment cannot be released, it is still saved instead of being discarded. |
| Update coordinates of existing locations | During import, the coordinates of already existing locations (POIs) are updated based on the imported data. This overwrites manual adjustments to the coordinates. |
| Ignore filters for recurring tour templates | When assigning to recurring tour templates, the stored filters are not taken into account. |
| Use vehicle reference ID for assignment to recurring tour templates | The assignment of imported data to recurring tour templates is carried out based on the vehicle reference ID. |
| Delete tour on reimport for the same vehicle if not in execution | On reimport, an existing tour for the same vehicle is deleted, provided it is not yet in execution. |
| Recreate duplicate shipment if possible | A shipment identified as a duplicate is recreated where possible. |
| Create product in master data | During import, products that do not yet exist are automatically created (or updated) in the master data. |
| Update product in master data | Already existing products are updated in the master data based on the imported data. |
| Allow duplicate shipments | The import of shipments identified as duplicates is permitted. Shipments are considered duplicates if they have the same RefID from the same source system (source). |
| Skip order violations during calculation | During calculation, detected order violations are ignored. |
| Recalculate and release an already released tour after adding a shipment | If a shipment is added to an already released tour during import, the tour is automatically recalculated and released again. |
Note: The individual options interact with one another. Before productive use, check whether the chosen combination produces the desired import behaviour. In particular, options such as automatic release or the deletion of tours on reimport have an immediate effect on the dispatching process.
3. Rules for updating and deleting shipments
In addition to the checkboxes, two selection lists are available with which you control under what conditions imported shipments may be updated or deleted.
Disable updating of shipments
Via this selection list, you define from what point in time the updating of shipments during import is no longer permitted. The default value is Never, which means that shipments can generally be updated.
Disable deletion of shipments
Via this selection list, you define from what point in time the deletion of shipments during import is no longer permitted. The default value provides that deletion is prevented from the point at which a shipment is assigned to a tour.
In both lists, select the desired value and save the settings.
4. Notes
- All settings of this tab are saved together with the other settings. Only after saving do the changed values take effect on the next import.
- Since the options influence the import behaviour of the entire group, changes should only be made by experienced users with superadministrator rights.
- The tooltips stored for each option contain further explanations and should be observed before making a change.