All setup guides
Data preparation
File preparation & data import
Turn an existing export into a repeatable, reviewable shipment data handoff.
A practical implementation guide
Information in
A sample CSV, column definitions, stable references and timestamp rules.
Workflow output
An agreed file layout with validation, corrections and clear ownership.
Working ownerOperations data owner
Start here when
Your current process starts with a spreadsheet or scheduled file export.
01
Start with a clear data contract.
- Stable order and parcel references
- Identify the same record when a file is sent again.
- Column names and allowed values
- Make the file structure explicit rather than relying on column position.
- Event time and time zone
- Avoid interpreting local times as a different point in the journey.
- File date and version
- Distinguish a new batch from a correction or repeated export.
02
Make each handoff explicit.
- 01Source record or event
Valid new row
Business meaning and next stepIdentify the order and parcel, then apply the agreed event meaning.
- 02Source record or event
Repeated row or file
Business meaning and next stepRecognize the existing record instead of creating a second shipment.
- 03Source record or event
Missing reference or unknown status
Business meaning and next stepReturn a row-level issue for correction without silently changing its meaning.
03
Check these before rollout.
- Review delimiter, encoding, date format and time zone with a small anonymized sample.
- Test a repeated file, a corrected row and a row with missing information.
- Agree who reviews rejected rows, how corrections are supplied and when the next batch is expected.
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