Uploading data

Data upload template

To upload data to Calendar Planning, use an Excel file filled out according to this template.

You can download it in the Planning section.

Uploading data from a file

Open Planning (or click New planning if you're on the page with the resulting solution). Click Upload file and select the file you filled out using the template.

In case of upload errors, download the error file, fix the errors, and upload the fixed file.

Uploaded locations are displayed as a list and on the map. If you select a location in the list, it will also be focused on on the map. And vice versa: if you select a location on the map, it will be selected in the list.

You can change the location position on the map. To do this, hold the location on the map and move it to the desired position. The new location coordinates will be displayed in the list. The address location will be cleared.

Click Plan to create routes for mobile employees.

For the first planning, we recommend running the task for a short period of time to make sure that the parameters you've set are correct. For more information, see Maximum time to solve the planning task.

Common errors

• Required fields are empty. To find out which fields are required, see the parameter list.

• The cell format is invalid.

  You can use the General cell format for all the fields. To specify the time or date, you can use the Text, Time or Date cell formats.

• Invalid data format.

  For example:

  • The time_window field can't be specified in absolute format 2023-10-05T09:00:00+03:00/2023-10-05T21:00:00+03:00. The correct time_window field format is 09:00 - 21:00.

  • The handling time service_duration_s is set as a number of seconds. If the handling time is 10 minutes, the value must be specified as 600, not 10:00. Incorrect values are ignored.

  The date must be specified in YYYY-MM-DD or DD.MM.YYYY format.

• The ID location.id on the visits sheet doesn't match any location ID id on the locations sheet. Such visits are ignored during planning.

• The ID employee.id on the working_days sheet doesn't match any id on the employees sheet. Such entries are ignored during planning. If no working days are specified for an employee, this will cause an error.

• The id of a location (locations sheet) or employee (employees sheet) isn't unique. You need to replace duplicate values.