Upload Users – Bulk Team Member Import in CSV File

With Route4Me, you can create a structured and easily manageable network of managers, route planners, dispatchers, drivers, and other team members. Depending on your specific last-mile optimization needs and unique business model, your users can have default or customized account-level permissions, route visibility, driver and vehicle access, and more.

For your convenience, you can efficiently import thousands of team members into your Route4Me account by uploading a single spreadsheet. All you need to do is add your team members’ details into a spreadsheet template, and Route4Me will automatically create a new user account for each team member.

On this page, you can learn how to format user spreadsheets and bulk upload multiple team members. Additionally, you can learn how to add users manually and invite users via SMS and Email. To learn about your current user limit or increase the user limit on your account, please Contact Route4Me Support.

To import team members into your Route4Me account, go to “Team” and then select “Users” in the navigation menu. After that, click on the “Create Users” button.

Next, select the “Upload Spreadsheet” option for creating new users.

Additionally, you can learn more about adding drivers and creating new users manually.

For your convenience, you can use Route4Me’s Bulk User Import spreadsheet template. In detail, you can download the template, populate it with your team members’ information, and then upload the spreadsheet to bulk create multiple users.

Click to Download Route4Me’s CSV User Upload Spreadsheet Template

The user upload spreadsheet consists of organized Columns and Rows. To add a column, add the preferred column name to the header (first row) of your spreadsheet and then populate its following rows with user data. Accordingly, all data added in the same row belongs to the same user. Additionally, learn more about Route4Me’s Spreadsheets Formatting Requirements.

Below, you can find the list of column names you can to your spreadsheet. Additionally, learn more about Route4Me’s User Types and User Permissions and Route4Me’s User Permissions Settings, Read-Only Mode, Route and Company Visibility Settings.

Column Name	Example Value	Column Description
First Name	John	First name of the user.
Last Name	Doe	Last name of the user.
Email	[email protected]	Valid email address of the user. This email address will be used by the user to sign in to their Route4Me account.
Password	Password12345#	This password will be used by the user to sign in to their Route4Me account.
User Type	SUB_ACCOUNT_DRIVER	Add the following user types (in capital letter only): SUB_ACCOUNT_ADMIN, SUB_ACCOUNT_REGIONAL_MANAGER, SUB_ACCOUNT_PLANNER, SUB_ACCOUNT_DISPATCHER, SUB_ACCOUNT_ANALYST, SUB_ACCOUNT_DRIVER.
Owner Email	[email protected]	Email address of the user’s manager – an existing user that the newly added user will report to.
Date of Birth	9/25/1980	Date of birth of the user.
Phone	1-888-555-5555	Phone number of the user.
Hourly Rate	50	Hourly rate of the user.
Driving Rate per Mile	50	Driving rate per mile of the user.
Driving Rate per Route	50	Driving rate per route of the user.
Service Time Rate per Hour	50	Service time rate per hour of the user.
Wait Time Rate per Hour	50	Wait time rate per hour of the user.
Hide Routes Scheduled for Before the Current Date	True or False	Add “True” to enable or “False” to disable. When enabled, the user can’t see any routes that are scheduled for before the current date.
Show Future Routes Scheduled Number of Days in Advance	30	Add the preferred number of days for future routes visibility. For example, if you add “30” days, the user will see only those routes that are scheduled to start within 30 days from the current date.
See All Drivers	True or False	Add “True” to enable or “False” to disable. When enabled, the user can see and optionally manage all Drivers stored on the Primary Route4Me Account and accounts of all other users branched under the Account Owner.
See All Vehicles	True or False	Add “True” to enable or “False” to disable. When enabled, the user can see and optionally manage all Vehicles stored on the Primary Route4Me Account and accounts of all other users branched under the Account Owner.
Global Address Book	True or False	Add “True” to enable or “False” to disable. When enabled, the user can see and optionally manage all Address Book addresses stored on the Primary Route4Me Account and accounts of all other users branched under the Account Owner.
Global Orders List	True or False	Add “True” to enable or “False” to disable. When enabled, the user can see and optionally manage all Orders stored on the Primary Route4Me Account and accounts of all other users branched under the Account Owner.
Read-Only	True or False	Add “True” to enable or “False” to disable. When the Read-Only Mode is enabled for the user’s account, the user can see the routes and work assigned to them but can’t edit the routes and work assigned to them.

After uploading your spreadsheet, Route4Me automatically validates and matches column names from the spreadsheet to Route4Me’s user fields. In case certain column names don’t match the data in them, you can manually match data columns from the uploaded spreadsheet to Route4Me’s user profile fields. To do so, select the right column names based on the data in them.

Once the spreadsheet is uploaded, Route4Me automatically creates a new Route4Me account for each imported user. Next, you can edit your users to add more information to their profiles, change their manager, customize permissions, and more. To do so, click on the three-dot menu icon next to the preferred user and then select “Edit” from the menu.

Next, you can navigate the following tabs to add or change the user’s information and account settings. Additionally, you can learn more about editing user accounts, including general information, user permissions, rates, etc.

Tab	Settings
User Information	General information about the user: photo, email, phone number, account password, country and state, user type, direct manager, date of birth, etc.
Permissions	Customize the user’s account-level permissions: Read-Only Mode, future and past Routes Visibility, Drivers and Vehicles Visibility, Orders and Address Book Visibility. Additionally, learn more about Route4Me’s User Account-Level Permissions Settings.
Rates	Add the user’s compensation details (salary) depending on their role and provided services.
Custom Data	Route4Me enables you to add additional information to your users that doesn’t fit into reserved fields. In the “Custom Data” tab you can add new and manage existing Custom Data attached to the user. To add Custom Data to users, enable the Custom Data Add-On on the Primary Route4Me account. Additionally, learn more about adding and managing User Custom Data.

Moreover, Route4Me provides real-time route and team data synchronization across multiple computer and mobile devices. Specifically, when you import and create new users, they instantly become available on all associated Route4Me accounts. Accordingly, new team members can be accessed, assigned to routes, and engaged in other activities from the Route4Me Web Platform and Route4Me’s Mobile iPhone Route Planning App and Android Route Planning App. For example, a Manager can add new Drivers, and a Dispatcher can instantly see new Drivers and dispatch routes to them.

Additionally, learn more about adding and managing users on Route4Me’s Android Route Planning App and iPhone Route Planning App Team Management. Furthermore, learn more about assigning users to routes and dispatching routes to drivers.