Importing Expected Packages in PitneyTrack Enterprise

If you get a list of expected packages from the carrier you can import the data of the expected packages for each day. When you scan the package it will auto-populate with the carrier, along with the recipient and sender information.

You can import the following fields using the import file:

• Tracking Number
• Carrier
• Recipient
• Sender

1. From the Receiving menu at the top, select Expected Packages under Packages.
2. If necessary, select your Site.
3. Select Import My Expected Packages.
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 .csv file, select the CSV file that contains the users 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 the import name from the Manifest field.
13. If necessary, select Import status to view the status of the import.

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.