Exporting Dispatch Data

You can export your dispatch data for import into several third-party platforms, including Package.AI and DispatchTrack.

Set Up

To Export your Dispatch Data:

1. Select Invoicing > Dispatching > Data Export.

   

2. Do the following:

   A. Enter the date range.

   B. Select the platform that you want to import the data into.

   C. Select the Department you want included in the export.

   D. Select this checkbox if you want to export your EPASS Route to Package.AI.

   E. Select the Branch, Job Status and MapZone you want included in the export.

   F. Enter a path and filename for the export file. Note: The file path must already exist or the export won't complete.

3. Click OK.

EPASS creates the export file.

Example

Data Fields Included in the Export

Order Number	Bill Name	Bill Address1	Bill Address2
Bill City	Bill State	Bill Zip	Phone1
Model	Description	Quantity	Delivery Date
Delivery Type	Customer Code	Ship Name	Ship Address1
Ship Address2	Ship City	Ship State	Ship Zip
Phone2	Phone3	Email	Deliver Quantity
Amount	Delivery Charges	Taxes	Service Time
Cube	Truck	Account	Request Start Time
Request End Time	Order Detail	Number	Comment1
Comment2	Comment3	Latitude	Longitude
Unload Time	Balance	Map Zone	Priorities
Installation Estimate	Points	Scheduled Window Start Time	Job Status
Location	Directions	Qualifications	LaborRateCode
Serial#	Salesperson	Branch	ProductDescription
Service Brand Code	Service Product Code	Service Model Code	Service Serial Code
Service Date Purchased	Service Performed Description	SalesPersonEmail	ProductCode
Color	Serial PO	Sales Referral Code	PO Number
Reference

info

The data exported is dependant on the export format. Some of the data fields listed here may not appear in every export format.

See Also

• DispatchTrack

Updated

May 27, 2022