Zeo Route Planner & Zapier Integration to Directly Import Orders

20230519 081840 0000, Zeo Route Planner
Reading Time: 3 minutes

The success of a business primarily depends on the efficiency and productivity of its operations, and integrating tools to automate tasks is a sure-shot way to achieve it.

If you manage an online business, you know how draining it can be, repeating day-to-day processes manually. The advancement of technology allows us to automate such tasks—letting us save valuable time that we can dedicate to other pressing issues.

In this blog, we will learn about integrating two highly capable tools; Zapier and Zeo Route Planner. Also, we will explore the benefits and learn how to import orders directly through the integration.

What is Zeo Route Planner?

Zeo Route Planner is a powerful cloud-based route optimization software aimed at helping businesses nail last-mile delivery. The tool offers features like real-time ETA, auto driver assignment, multi-stop route optimization, proof of delivery, and more to aid in the accurate and timely delivery of packages. Its advanced algorithm helps businesses save fuel, time, and money by offering the most optimized delivery routes and boosts customer satisfaction through its remarkable customer-centric features.

What is Zapier?

Zapier is an online automation platform that permits the automation of workflows through the integration of various web applications. Simply put, it handles all manual tasks by connecting two or more applications and automating certain workflows.

The tool is compatible with 4000+ online applications, making it a boon for users looking to enhance their productivity. Its prime objective is to increase efficiency, and it does so by creating “Zaps”—Zap is the primary feature of Zapier that can integrate two or more applications and run certain processes on your behalf.

Why Integrate Zeo Route Planner with Zapier?

Zeo Route Planner and Zapier integration provides some interesting benefits:

  • Automating Route Planning: The integration allows you to automate adding stops and optimizing the delivery route. For example, you have two delivery addresses updated in your Excel sheet, so instead of manually adding two new stops, the integration will automatically add those stops to your route once it has been updated on the sheet. Adding such stops is an ongoing task in a delivery business; automating the tasks saves much time that would otherwise be spent on manual entry.
  • Streamlining Workflows: Through the integration, you can connect Zeo Route Planner with other tools like an eCommerce platform or CRM. This allows you to streamline your workflows by automating data transfer between the apps and reducing manual processes.
  • Improving Customer Service: The integration allows you to save time by automating most manual processes. You can dedicate this saved time towards providing excellent customer service.
  • Real-time Updates: Zapier integration with Zeo Route Planner updates the data in real time, which means if there are any last-moment changes in the orders from the customers’ or vendors’ end, it will directly get updated in the delivery route.

Read more: Last-Mile Delivery – Best Optimization Practices in 2023.

How to Import Orders Directly in Zapier?

Zapier integration allows you to import orders directly from your eCommerce/Seller application to Zeo Route Planner. There are some simple and straightforward steps for it:

  1. Create and set up Zeo Route Planner and Zapier accounts if you haven’t already done so.
  2. Create a new Zap and select the trigger application. A Zap is an event that initiates an action in Zapier. For example, if you want to import new orders directly from Shopify and add them to your routes in Zeo, you must select Shopify as the trigger application.
    Zeo Route Planner & Zapier Integration to Directly Import Orders, Zeo Route Planner
  3. Select Zeo Route Planner as your action application and choose the action you want to perform, such as creating or updating routes as per new orders.Zeo Route Planner & Zapier Integration to Directly Import Orders, Zeo Route Planner
  4. Once you have set up the interaction between the two applications through the Zap, you must test it and ensure it works correctly.Zeo Route Planner & Zapier Integration to Directly Import Orders, Zeo Route Planner

Boost Productivity with Zeo & Zapier Integration!

Zapier integration with Zeo Route Planner is a big step forward for businesses operating the manual way. Such integration can help companies optimize logistics operations, improve productivity and customer satisfaction.

Integrating Zeo Route Planner with Zapier is simple, and once you get the hang of automating tasks through Zapier, there is no going back. You will be saving a huge chunk of time daily, this additional time will help you focus on other major aspects of your business to stay ahead of the competition.

New to Zeo? Try our free product demo today!

Read more: Latest Delivery Tech Stack for 2023.

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    How to Create Route?

    How do I add stop by typing and searching? Web

    Follow these steps to add a stop by typing and searching:

    • Go to Playground Page. You will find a search box in top left.
    • Type in your desired stop and it will show search results as you type.
    • Select one of the search results to add the stop to list of unassigned stops.

    How do I import stops in bulk from an excel file? Web

    Follow these steps to add stops in bulk using an excel file:

    • Go to Playground Page.
    • In top right corner you will see import icon. Press on that icon & a modal will open.
    • If you already have an excel file, press the “Upload stops via flat file” button & a new window will open up.
    • If you don’t have an existing file, you can download a sample file and input all your data accordingly, then upload it.
    • In the new window, upload your file and match the headers & confirm mappings.
    • Review your confirmed data and add the stop.

    How do I import stops from an image? Mobile

    Follow these steps to add stops in bulk by uploading an image:

    • Go to Zeo Route Planner App and open On Ride page.
    • Bottom bar has 3 icons in left. Press on image icon.
    • Select the image from gallery if you already have one or take a picture if you don’t have existing.
    • Adjust the crop for the selected image & press crop.
    • Zeo will automatically detect the addresses from the image. Press on done and then save & optimize to create route.

    How do I add a stop using Latitude and Longitude? Mobile

    Follow these steps to add stop if you have Latitude & Longitude of the address:

    • Go to Zeo Route Planner App and open On Ride page.
    • You will see a icon. Press on that icon & press on New Route.
    • If you already have an excel file, press the “Upload stops via flat file” button & a new window will open up.
    • Below search bar, select the “by lat long” option and then enter the latitude and longitude in the search bar.
    • You will see results in the search, select one of them.
    • Select additional options according to your need & click on “Done adding stops”.

    How do I add a using a QR Code? Mobile

    Follow these steps to add stop using QR Code:

    • Go to Zeo Route Planner App and open On Ride page.
    • You will see a icon. Press on that icon & press on New Route.
    • Bottom bar has 3 icons in left. Press on QR code icon.
    • It will open up a QR Code scanner. You can scan normal QR code as well as FedEx QR code and it will automatically detect address.
    • Add the stop to route with any additional options.

    How do I delete a stop? Mobile

    Follow these steps to delete a stop:

    • Go to Zeo Route Planner App and open On Ride page.
    • You will see a icon. Press on that icon & press on New Route.
    • Add some stops using any of the methods & click on save & optimize.
    • From the list of stops that you have, long press on any stop that you want to delete.
    • It will open window asking you to select the stops that you want to remove. Click on Remove button and it will delete the stop from your route.