Xero Data Import – Importing Contacts from Xero for Planning Routes
Xero is an online accounting software company that offers its services for small and medium-sized businesses, allowing its users to create customer profiles with professional recurring invoices. To accommodate the particular needs of your business or unique business model, Route4Me provides frictionless integration with Xero that enables you to effortlessly access and import your Xero customer profiles with contact information and addresses into the system and then use the imported data for planning and optimizing the most cost-effective routes. Being able to import data into your Route4Me account straight from your Xero account enables you to access your information from any point in the world and make your routing and logistics operations more mobile and flexible without having to rely on hard drive storages or being attached to a single computer or mobile device.
To plan one or multiple new routes with the contacts imported from your Xero account, first, go to “Plan New Route” from the navigation menu.
Next, select the “Import Data” option in the corresponding window.
After that, specify the preferred route parameters and then click on the “Create Route and Proceed to Add Addresses” button.
Next, select “Xero” from the list of all supported third-party cloud-based storages.
Then, click on the “Authorize” button to establish a connection between your Route4Me and Xero accounts.
After that, sign into your Xero account using your email and password. To do so, first, input your email and password into the corresponding fields and then click on the “Log in” button.
Next, click on the “Allow access for 30 mins” button to authorize the Route4Me Contact Importer to access the data on your Xero account (with a 30 minutes limit).
After that, in the “Import Data” window, you can view all contacts from the “Contacts” section on your Xero account, where in the “Name” column, you can view the names of your contacts, and in the “Address” column, you can view your contacts’ addresses.
You can also use the search to find particular contacts by name. To do so, input the full or partial name of the contact you want to find into the search and then select one of the suggested variants.
To use particular contacts from your Xero account for planning one or multiple routes, first, click on these contacts to select them and then click on the “Import Selected” button to proceed.
After that, you can set up one of the selected contacts as the start/depot for the planned route(s). To do so, first, select the “From Selected Contacts” option in the “Departure” drop-down list and then select the preferred contact from the list. You can use the search to find the preferred contact by name.
Alternatively, you can add a custom address from which you want to start the planned route(s). To do so, first, select the “Custom Address” option from the “Departure” drop-down list and then input the preferred address into the corresponding field.
Then, choose where you want the planned route(s) to end by selecting the corresponding option in the “End route at” section and then click on the “Import Selected” button to proceed.
When importing contacts from Xero to Route4Me, these contacts are imported with the following details: Address, Xero ID (as Custom Data), E-Mail, First Name, and Last Name. In the “Depot” column, the pre-selected address is automatically set up as the start/depot for the route(s). By default, the system automatically processes all imported data with the “Auto (attempt detection)” Upload Encoding. Alternatively, you can manually match column titles to the data contained in the corresponding columns. To proceed, click on the “Continue to Review” button.
To learn more about Multiple Depots Routing, visit this page.
In the “Verify Addresses on Map” window, you can view all imported and processed addresses on the map, as well as check their geocoding statuses. Green colored dots indicate that the corresponding addresses were successfully geocoded with “High Confidence.” The addresses that have yellow or red colored dots next to them should be reviewed and fixed accordingly. After reviewing the imported addresses, click on the “Finish Import” button to plan the route(s).
Once the route is planned, it is optimized and then opened in the Route Editor where you can modify it, as well as added to the Routes List with all your routes. If multiple routes are planned from a single spreadsheet, they are opened on the Routes Map (learn more). When planning routes with the contacts imported from your Xero account, each contact is used as a stop in its corresponding route with its inherited contact details.