Box Tracker: Importing Data into Box Tracker

The import worksheet is designed to help you get your data into Box Tracker quickly and easily. Click the link to the import worksheet Is designedTo simplify data entry.You will fill out all of the data requested then e-mail the completed import worksheet to Cairn Applications. We will use the import worksheet to get your data into Box Tracker.

At the bottom of the worksheet you'll notice that there are four separate tab one each for containers, facilities, customers, users. Each tab Includes instructions at the top on how to enter the data.

Importing Containers

The container tab is used import all of your container data. There are six separate fields on the container tab. Fields labeled with an asterisk are required.

Description of the fields:

• ContainerID (required): The container ID is an alphanumerical value that is used to identify each container; this number should be unique on the system. If you are naming your containers for the first time it's a great idea to use a combination of size and numerical value. For example 10–001 would indicate the first of many ( hopefully ) 10 yard containers.
• Serial (optional): The serial number is an optional value used to record serial or vin type data.
• DOT (optional): Used in many jurisdictions in United States the DOT is it like is unique numerical value given to each dumpster by the Department of Transportation.
• Size (required): Size refers to the size of the container in yard so, for example, if it is a 10 yard container size value will be 10.
• Type (required): Type or first twoThe type of container we're dealing with. Examples include: open top, closed top, compactor, highboy, low boy, trailer, etc.
• Location(required): For location field indicates the current location of ech dumpster. As you begin to enter work orders, the system will start to track the location internally. Use this field to indicate the initial location of your roll-off containers.

Importing Facilities

Use the facilities tab on the import worksheet to tell us about the landfills and transfer stations where you dump your dumpsters. Here again the required fields are marked with an asterisk, though on this tab there are only two required fields: Name and Material1.

Description of the fields:

• Name (required): The name of the transfer station or landfill.
• Address (optional): The street address of the transfer station or landfill.
• City (optional): The city where the transfer station or landfill is located.
• States (optional): The state where the transfer station or landfill is located.
• Zip (optional): The ZIP Code where the transfer station one or landfill is located.
• Hours (optional): The hours of operation for this transfer station or landfill.
• Contact (optional):Your contact at the transfer station or landfill.
• Phone (optional): The phone number to contact the transfer station or landfill.
• Fax (optional):The fax number at the transfer station or landfill.
• Materials 1-20 (required): Each landfill or transfer station is required to accept at least one material. Please list each material that the facility accepts. The worksheet is set up to accept at least 20 materials per facility. If you need more simply continue out to the right.

Importing Customers:

Use the customer tab about your customers. As with the other import tabs on, only the fields marked with an asterisk are required.

Description of the fields:

• Name (required): This is the only required field and represents either the customer or the customer's company name. In the event that you heart working with a company there is an additional contact field.
• Address1 (optional): This is the customer's billing street address.
• Address2 (optional): This is the customer's billing address2; example Suite 200.
• City (optional): City portion of the customer's billing address.
• State (optional): The state portion of the customer's billing address.
• Postal Code (optional): The postal or ZIP Code of the customer's billing address.
• Phone (optional): Customer's phone number.
• Cell (optional): The customer's cell phone number.
• Fax (optional): The customer's fax number.
• Email (optional): Customer's e-mail address.
• Contact (optional): The primary contact for this customer, assuming that the name field first to accompany name.
• Ccard (optional): The customers credit card for billing purposes. Note: if you store this information in another location it's probably best to omit this information.
• ExpDate (optional): Expiration date on the customers credit card.
• SecCode (optional): Security code on the customers credit card. For American Express this will be a four digit number written on the front of the card, all other cards will have a three digit code on the back.
• Note (optional): And optional customer know that we'll come up as hover text on the customer note icon ()every time you use this customer.

Importing Users:

Used the users tab on the import worksheet to tell us about the various employees that will be using Box Tracker. As you enter your users, it will be important to indicate which users will have access to the desktop application by marking them as dispatchers and which will have access to the driver application by marking them as drivers. Users can be in either the drivers or the dispatcher group or both. All fields on the tab are required.

Description of the fields:

• First name (required):The employee's first name.
• Last Name (required): The employee's last name.
• Email Address (required): An e-mail address the driver can use to retrieve their credentials.
• Driver (required): Enter 'yes' to give the employee access to the driver application. The driver application shows only the work that has been assigned to a specific employee. Enter 'no' if the employee will not be using the driver application.
• Dispatcher (required): Enter 'yes' to rant the employee access to the desktop application.The desktop application allows the employee to see all of the work assigned to all of the employees. Enter 'no' if you would prefer the employees he only worked in his assigned to them.

Once you have completed the data import worksheet e-mail it to support@cairnapps.com. Import can usually be accomplished on the same day that we receive the data import worksheet.