Mission creation

Importyourfirstmissionfile

Upload a CSV, XLSX, or JSON mission file, review validation, fix errors, and prepare missions for routing.

10-15 minutesBeginnerimport delivery missions

Scenario

A dispatcher has a daily order export and wants to turn it into route-ready missions.

What you will do

Prepare a small mission file.
Open the import dialog.
Upload CSV, XLSX, or JSON.
Review validation.
Fix common errors.
Confirm import.

Before you start

Branch and date are ready.
File includes customer, address or coordinate, date, and delivery details.
You have permission to create missions.

Sample data

8-12 delivery rows.
Customer name, phone, address, latitude, longitude, delivery time window, duration, item count, weight, volume, required skills, and priority when available.
Future downloads: sample-delivery-missions.csv, sample-delivery-missions.xlsx, sample-delivery-missions.json.

Steps

01

Open the dispatcher map or mission workspace.

Capture a focused screenshot for this state when it changes the user's understanding.

02

Select the correct branch and date.

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03

Open import missions.

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04

Choose the file format.

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05

Upload the file.

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06

Review validation results.

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07

Fix missing coordinates, invalid dates, or unsupported values.

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08

Confirm final import.

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09

Check imported missions on the list and map.

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Success checklist

File validates without blocking errors.
Imported missions appear in the selected branch/date.
Mission pins or list rows show the expected customer and location data.
Imported missions can be selected for optimization.

Common mistakes

Missing latitude and longitude when address geocoding is not available.

Time window format does not match expected values.

Pickup fields are mixed into delivery-only rows incorrectly.

Required skills do not match vehicle skills.

Screenshots to capture

Use anonymized product data. These are screenshot requirements for the final tutorial pass.

tutorial-import-your-first-mission-file-sample-csv.png

Sample CSV columns in a spreadsheet.

tutorial-import-your-first-mission-file-import-button.png

Import action in the mission workspace.

tutorial-import-your-first-mission-file-upload-dialog.png

Empty upload dialog.

tutorial-import-your-first-mission-file-file-selected.png

File selected state.

tutorial-import-your-first-mission-file-validation-success.png

Validation success summary.

tutorial-import-your-first-mission-file-validation-error.png

Validation error example.

tutorial-import-your-first-mission-file-imported-list.png

Imported missions in list.

tutorial-import-your-first-mission-file-map-pins.png

Imported mission pins on map.

Ready for the next dispatch step?

Continue with optimize a day of deliveries.

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