Importing orders

Get your drops into Trackely via CSV upload, the planning workspace, or the API.

Planning workspace

In Planning (Dispatch), you can add orders manually: address or postcode, optional customer name, time windows, and service time. Orders appear in the unassigned list and can be included when you build route drafts.

CSV import

Use Import / Export (or the import option in Planning) to upload a CSV. Required columns typically include:

  • Address or Postcode — delivery location (we geocode if needed)
  • Customer name (optional)
  • Earliest / Latest time window (optional)
  • Service time in minutes (optional)

Exact column names may depend on your workspace template. After upload, orders appear in Planning for the selected date and can be assigned to routes.

API and WMS webhook

For integrations with your WMS, e‑commerce, or TMS, use the WMS webhook to push orders in real time: create a webhook in Settings → Integrations, then POST order data to the webhook URL with a Bearer secret. See the WMS webhook docs for URL, authentication, payload format, and examples.

For optimisation behaviour (time windows, capacity, scoring), see Routing optimisation.