Create Onfleet tasks from local spreadsheets
Summary
Onfleet is a last-mile delivery software that provides end-to-end route planning, dispatch, communication, and analytics to handle the heavy lifting while you can focus on your customers.
This workflow template loads in a spreadsheet from your local storage and automatically creates Onfleet tasks on a one-time basis upon workflow trigger. You can use this workflow as a task importer.
Configurations
- Update the
Read Binary Filenode with the absolute file path to the local spreadsheet of interest - Update the Onfleet node with your own Onfleet credentials, to register for an Onfleet API key, please visit https://onfleet.com/signup to get started
- You can easily change how the Onfleet task is created by mapping to additional data in the spreadsheet
- For import templates, visit Onfleet Support to learn more π
Create Onfleet Tasks from Local Spreadsheets
This n8n workflow simplifies the process of creating tasks in Onfleet by reading data from a local spreadsheet file. It allows you to quickly populate your Onfleet account with delivery or service tasks based on structured data you provide in a CSV, Excel, or similar spreadsheet format.
What it does
This workflow performs the following steps:
- Reads a Binary File: It starts by reading a local file in binary format. This is typically your spreadsheet file (e.g.,
.csv,.xlsx). - Converts to Spreadsheet Data: The binary file content is then processed and converted into a structured spreadsheet format, making the data accessible for further operations.
- Creates Onfleet Tasks: Finally, it takes the data from the spreadsheet and uses it to create new tasks within your Onfleet account.
Prerequisites/Requirements
To use this workflow, you will need:
- n8n Instance: A running instance of n8n.
- Onfleet Account: An active Onfleet account with API access.
- Onfleet API Key: Configured as a credential within your n8n instance.
- Local Spreadsheet File: A spreadsheet file (e.g., CSV, Excel) containing the data for your Onfleet tasks. The exact columns required will depend on how you map them in the Onfleet node.
Setup/Usage
- Import the Workflow: Import the provided JSON into your n8n instance.
- Configure Credentials:
- Ensure your Onfleet API Key is set up as an Onfleet credential in n8n.
- Configure "Read Binary File" Node:
- Specify the path to your local spreadsheet file.
- Configure "Spreadsheet File" Node:
- Ensure the node is correctly configured to parse your specific spreadsheet format (e.g., CSV, Excel).
- Configure "Onfleet" Node:
- Select the "Create" operation for tasks.
- Map the fields from your spreadsheet (e.g., recipient name, address, notes, etc.) to the corresponding fields in the Onfleet task creation form.
- Execute the Workflow: Once configured, you can manually trigger the workflow to create the Onfleet tasks.
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