StopHarborTurn a spreadsheet into a checked appointment list.
A clean import starts with one appointment per row and a complete street address. Use the downloadable daily dispatch template, or map the columns in an existing export before adding anything to your plan.
Download the daily dispatch CSV
Keep the source file intact
Make a working copy of your spreadsheet. Remove totals, empty title rows and merged cells from that copy. Keep only the appointments you intend to visit on this day. Export the current sheet as a comma-separated CSV file, or copy its rectangular range and paste into the planner's Import panel. Uploads support CSV and TSV files up to one megabyte. This is a file import, not a live connection to your spreadsheet account.
Choose a complete address column
Use a Full address column containing the street number, street name, city, state and five-digit US ZIP code. If those details live in separate columns, map Street, City, State and ZIP instead. ZIP values are identifiers: format them as text in your spreadsheet to preserve a leading zero. The preview checks basic completeness; a valid-looking row still needs its mapped location reviewed after calculation.
- Name identifies the visit for the dispatcher and crew.
- Minutes supplies the expected time on site for that particular appointment.
- Arrive after and Arrive before describe an arrival window, such as 09:00 and 12:00.
- Notes carry access instructions; include only information your crew needs.
Inspect the mapping preview
Open a saved plan and choose Import. Upload your CSV or paste the rows. Confirm whether the first row contains column names. Recognized headers receive suggested mappings, but you can change each dropdown or choose Not used. A Worker column can match an existing worker's name; create workers first and check spelling. Unmatched names leave assignments open. Review the count of ready and skipped rows before pressing Import. Correct skipped addresses in the source and import only the missing rows, avoiding a second copy of successful appointments.
Fix common formatting problems
Commas inside a CSV address must be enclosed by double quotes; spreadsheet exports normally do this for you. Pasted spreadsheet cells usually use tabs, so commas within the address remain part of one cell. Use 24-hour clock values to make appointment windows unambiguous. A closing time must be later than its opening time. After importing, inspect the stop details, especially durations and windows, because unreadable optional values can be left blank. Never assume that an imported row means its appointment promise is feasible.
Check the calculated day before sharing
Set the yard address and each worker's departure details, then calculate. Compare the plotted stops with your source, inspect arrival estimates and review anything that did not fit. Share a worker's private route link on Team only after the list is correct. Your downloaded source stays useful as a reconciliation record; store it securely and delete unnecessary copies when finished.
Questions
Does importing consume stop computations?
Importing prepares the list. A new optimization consumes the stops it processes; reviewing the column mapping does not calculate a road route.
Can I import customer records from another system?
You can map a compatible CSV export. Export availability and column names depend on that system. StopHarbor does not automatically synchronize changes back to it.
Why are fewer appointments ready than expected?
Read the skipped-row reasons and check the header setting, full-address mapping and ZIP codes. Blank records are ignored. Fix the source before calculating rather than guessing at incomplete locations.