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Importing orders.

Upload orders, check the imported rows, then build routes for the correct service date.

1. Upload orders

Open Prepare, choose Upload orders, and select an orders CSV. Trackely previews the rows before importing anything. You can also add a single urgent order from the Check orders screen.

2. Check orders

After import, use Review imported orders to check the selected service date and fix any blocked rows.

  • Address or Postcode for the delivery location
  • Customer name if needed
  • Earliest / Latest time window if used
  • Service time in minutes if used

Exact column names may depend on your workspace template. Keep the service date visible as you move through Prepare.

3. Build routes

When the orders look right, select Build & release routes, then click the button labelled with the number of ready orders. Trackely groups them into drafts for review; drivers see nothing until you release the routes.

API and WMS webhook

For integrations with your WMS, ecommerce, or TMS, use the WMS webhook to push orders in real time. See WMS webhook for URL, authentication, payload format, and examples.

For optimisation behaviour, see Routing optimisation.