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Importing orders.

Get your drops into Trackely via CSV upload, the planning workspace, or the API.

Planning workspace

In Planning, you can add orders manually with address or postcode, optional customer name, time windows, and service time. Orders appear in the unassigned list and can be used when you build route drafts.

CSV import

Use the import option in Planning or the wider import and export workflow to upload a CSV.

  • Address or Postcode for the delivery location
  • Customer name if needed
  • Earliest / Latest time window if used
  • Service time in minutes if used

Exact column names may depend on your workspace template. After upload, orders appear in Planning for the selected date and can be assigned to routes.

API and WMS webhook

For integrations with your WMS, ecommerce, or TMS, use the WMS webhook to push orders in real time. See WMS webhook for URL, authentication, payload format, and examples.

For optimisation behaviour, see Routing optimisation.