Import stops from a CSV or a spreadsheet

Add a day's stops on the website from a CSV file or by pasting rows from Excel or Google Sheets into the Day grid.

Import is part of the Day grid on the website. The Day grid is for companies, for dispatchers, admins and the Owner.

Import a CSV file

  1. On the website, open Day grid and pick the date.
  2. Press Import CSV. The Import stops window opens.
  3. Choose file, or drop a CSV file on the window. Up to 500 rows at a time.
  4. Match columns: for each PathPilot field, pick the Column in your file. Address is required. Leave First row is a header ticked if your file has column names. Columns you don't need can stay on Don't import.
  5. Check rows: PathPilot looks up every address. Fix or skip any row under Needs attention. For an address it can't find, you can drop a pin on the map.
  6. Press the import button to add the rows.

Rows with a Driver go to that driver's run. The rest go to Unassigned, ready to hand out or optimize. See Dispatch and the live board.

Not sure how to lay out the file? Press Download the template CSV on the first step.

Fields you can import

Address, Stop name, Task, Task type, Driver, Phone, Priority, Time from, Time to, Service minutes, Notes, plus Latitude and Longitude if you already have coordinates.

  • Task type must be buy, do, pickup or dropoff.
  • Priority must be Normal or High.
  • Service minutes must be 0 to 480.

Paste rows from a spreadsheet

  1. Copy the rows in Excel or Google Sheets.
  2. On the Day grid, press Paste rows and paste them into the box. The same steps follow: Match columns, then Check rows.
  3. Or click a cell in a driver's group and paste straight into the grid. Several rows, or rows pasted into the Address or Stop name column, open the import window at Match columns, aimed at that driver's group.

After the import

Imported stops are unpublished changes. Drivers see nothing until you publish the day. See Dispatch and the live board.