Importing Expected Packages in PitneyTrack Enterprise

If you get a list of expected packages from the carrier, you can import the expected packages into the system. When the package is scanned, the carrier, recipient, and sender from the expected packages list will be automatically filled in.

In this article:

• Importing manually
• Importing automatically on a schedule

Importing manually

1. From the Receiving menu at the top, select Expected Packages under Packages.
2. If necessary, select your Site.
3. Select Import > Import.
4. (Optional) To use a template to create your import file, select Download our expected package .csv template. The file sample-expected-package-import.csv will be downloaded. You can insert your data into this template, or copy the headers (first row) from this template into your own file.
5. Create your packages list and save the file in CSV format.
   Note: The recipient and sender name which you import via the file should be existing contacts in the Address Book. This allows the contact information to auto-populate while scanning the package.
6. Select Choose File, select the CSV file that contains the packages you wish to import, and select Open.
7. Enter a name for the import in the Manifest name field.
8. Select the Carrier from the menu.
9. Select the Site.
10. Select Continue.
11. In the Import Expected Packages window, match your CSV file fields in the Your Imported Headers column with the fields in the Expected Package Mapping column.
12. Select Continue.
13. Wait for the file to be processed. When complete, the packages will appear on the Manifests/Expected Package tab.
    • (Optional) Select the Import History tab to view the status of the import.

Importing automatically on a schedule

1. From the Receiving menu at the top, select Expected Packages under Packages.
2. If necessary, select your Site.
3. Select Import > Automatic Import.
4. Select Package Template and File Access.
5. Select Download a .csv template.
6. Make sure that the format of your file matches the format of the template file.
7. Enter the File Path and SFTP Server URL.
8. Enter the SFTP Username and Password.
9. Select the Test Access button to test the connection.
10. Select Carrier & Site Information.
11. Select the Carrier.
12. Select the Site.
13. Select Schedule.
14. Select the Days and Time you wish the import to occur.
15. Select Notifications.
16. Enter the email address(es) you want to be notified if the import fails.
17. Select Save.

To view past automatic imports, go to the Import History tab.

To view or change a saved import configuration, go to the Import Schedule tab.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.