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Address book

Create and maintain your address book manually, via API or by file import.

You should register at least one sender. You can have several senders with different names and/or address information. They can also have different carrier customer numbers, depending on your needs.

Note

The upper limit for senders/receivers is 30,000.

Add a new sender in the GUI

  1. Go to Maintenance > Senders.

  2. Click New sender.

    Tip

    Quick ID is a unique reference to identify a sender, for example "123", and can be used in many different scenarios.

    Tip

    Check the Receiver box if the sender should act as receiver as well.

    Note

    Check the System integration box if the sender should be available as default sender in nShift Checkout.

  3. Enter Address details.

  4. Enter account information if you use Cash on Delivery or any other service that requires account information.

  5. Enter carrier information, such as customer number.

    Caution

    Before you make your first shipment you have to add your carrier customer number(s) and other relevant information.

    To add a carrier:

    1. Click DEL_AddCarrier_button-en.png in the Carriers section.

    2. Select a carrier from the Carrier dropdown menu.

    3. Enter your carrier customer number in the CustNo field.

      Note

      Contact the carrier if you're unsure which customer number to use.

    4. Enter other carrier information, if relevant or requested by the carrier.

  6. In the Search information section, add category values to enable category search.

  7. In the Default values section, add information, such as sender reference and delivery instructions, that will be set as default values when creating shipments.

You can add a new sender when printing, using standard printing and, if the option hasn't been locked, using printing favorites.

If you want to edit, copy or delete a sender, use the search function.

Add a new receiver in the GUI

  1. Go to Maintenance > Receivers.

  2. Click New receiver.

    Tip

    Check the Sender box if the receiver should act as sender as well.

  3. Enter Address details.

  4. Enter account information if you use Cash on Delivery or any other service that requires account information.

  5. Enter carrier information, such as customer number.

  6. In the Search information section, add category values to enable category search.

  7. In the Default values section, add information, such as receiver reference and delivery instructions, that will be set as default values when creating shipments.

You can add a new receiver when printing, using standard printing and, if the option hasn't been locked, using printing favorites.

If you want to edit, copy or delete a receiver, use the search function.

Address book via API

If you keep your address book in another system you can use Address book via API to maintain and synchronize senders and receivers in your address book.

Learn more about Address book via API.

Import address book

If you keep your address book in another system you can import it to nShift Delivery. You can add the entries as senders, receivers or both.

The prerequisites are that you can export the name and address information, edit the data and create a tab delimited text file.

Import the file

  1. Go to Maintenance > Senders or Receivers and click Import.

  2. After adding the file, select ”Standard, address (Tab separated)” as Import type and, in most cases, "ISO-8859-1" as Character encoding.

  3. Check the Also import as receiver/Also import as sender box if the address party should act as both sender and receiver.

  4. Check the Replace matching quick ID box if you want existing information to be replaced by information from the file for address parties with the same unique quick ID.

    Tip

    It's recommended to select Replace matching quick ID to avoid duplicates.

  5. Click Import.

If you get an error message saying that the file is incorrect, check the file structure and contents. Make the necessary changes and try to import the file again.

File structure

The import file must have the following structure and content:

  • ISO -8859-1 (Windows ANSI) or UTF-8 encoding.

  • Records that are separated by a line break.

  • Headers (top row) must be spelled correctly and appear in square brackets, for example, [quickid]. You only need to include headers that you want to import. If a header shouldn't be used, it's important to remove it, not just delete the content.

Download an example file and open in a text editor or Microsoft Excel to see what it should look like.

Clean the address book

You can use the import/export function to clean your address book, that is, remove duplicates, outdated addresses, etc.

  1. Go to Maintenance > Senders or Receivers.

  2. Search the address book without using search values, which will retrieve all senders/receivers in your address book.

  3. Click Export.

  4. Edit the file in, for example, Microsoft Excel.

  5. Go to Maintenance > Senders or Receivers.

  6. Search the address book without using search values.

  7. Click Delete.

    Caution

    You remove the entire address book and it can't be undone. Make sure that you've a correct file to import.

  8. Click Import to import your updated address book file.

Search by category

Category values are useful if you want to send something to a group of receivers or remove receivers belonging to a specific category.

You give the receivers a value in one of the category fields, for example "Summer gift 2020" in [category1text], and use that category search value when printing, preferably using batch printing.

If you want to remove receivers, use a category search value and click Delete.

Caution

Make sure you've made the correct selection so you don't accidentally delete the entire address book.

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