Overview
This article will explain the format for creating a working Unit Load File.
Using Unit Load Files, it is possible to quickly and easily create new units in tradesimple. The files are in a .csv format and multiple units can be loaded/created in one go.
Format Table
Format of .csv file. All fields are mandatory.
Example Line
As .csv in plain text:
1,507220,PUBCO56,The Black Swan,Black Swan Bristol,The Black Swan,5 High St,Totterdown,Bristol,BS9 4AP,blackswanbris@pubcompany.co.uk
As. csv viewed in MS Excel:
Fig.1 - Example single line Unit Load .csv file
The file can contain units that have been loaded previously, along with new units. Best practice though is to load new units exclusively.
The file must be saved in a location that can be accessed by the user when it comes to be uploaded.
Loading the File
Having followed the steps above, the new unit(s) should appear in tradesimple after a short period of time. The Fourth Service Team can be contacted if any issues are experienced.
This article will explain the format for creating a working Unit Load File.
Using Unit Load Files, it is possible to quickly and easily create new units in tradesimple. The files are in a .csv format and multiple units can be loaded/created in one go.
Format Table
Format of .csv file. All fields are mandatory.
| Field | Column | Notes |
|---|---|---|
| Line Number | A | The line number in sequence |
| Unit Code | B | The code used to identify the unit |
| Unit Code of Parent | C | The code used to identify the parent of the unit |
| Unit Name | D | The name of the unit |
| Unit Description | E | The description of the unit (appears as 'business summary' in the system) |
| Unit Address Line 1 | F | . |
| Unit Address Line 2 | G | . |
| Unit Address Line 3 | H | . |
| Unit Address Line 4 | I | . |
| Unit Post Code | J | . |
| Unit email address | K | . |
Example Line
As .csv in plain text:
1,507220,PUBCO56,The Black Swan,Black Swan Bristol,The Black Swan,5 High St,Totterdown,Bristol,BS9 4AP,blackswanbris@pubcompany.co.uk
As. csv viewed in MS Excel:
Fig.1 - Example single line Unit Load .csv file
The file can contain units that have been loaded previously, along with new units. Best practice though is to load new units exclusively.
The file must be saved in a location that can be accessed by the user when it comes to be uploaded.
Loading the File
- Log into Tradesimple
- Select Send from the left-side menu
- Select Unit Creation from the Document Type drop-down menu
- Browse to the location of the stored file and select it
- Use the Upload button
Having followed the steps above, the new unit(s) should appear in tradesimple after a short period of time. The Fourth Service Team can be contacted if any issues are experienced.
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