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Do I need coding skills to connect Xero & EasyRoutes?

No technical background is needed if you use Zapier to connect Xero with EasyRoutes. Zapier provides a no-code way to set up automations like sending invoices into EasyRoutes for route creation. For advanced teams, the EasyRoutes API allows for custom integrations, syncing invoice updates, or linking to ERP/CRM systems.

See: API Getting Started

Can I filter or search the Activity Feed (by user, date, route, or event type)?

You can focus the Activity Feed by scope: the Dashboard feed shows every route and stop event across your account, while opening a specific route’s (or Route Group’s) feed narrows it to just that route or group. Entries are listed chronologically, and each can be expanded for details or clicked to jump straight to the related route or stop. Activity data can also be exported for record-keeping. Available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Activity Feed

Can I auto‑dispatch routes?

Yes. Enable automatic dispatch so newly created routes with a scheduled start time are assigned and sent to the chosen driver immediately — no extra clicks. Use this for recurring daily runs or integrations that create routes programmatically. You can still edit or un-dispatch a route before start time if plans change.

See: Automatically dispatching a route

Can I use Workflows with Squarespace orders?

Yes. After importing Squarespace orders into EasyRoutes (via CSV, Zapier, or API), they can be used with Workflows. For example, you could set up a Workflow that automatically generates delivery routes at a set time each day from all Squarespace orders and dispatches them to drivers. This helps Squarespace merchants automate repetitive tasks and maintain smooth operations.

See: EasyRoutes Workflows

How do I import WooCommerce orders into EasyRoutes?

Importing WooCommerce orders is straightforward. Using a plugin like WebToffee, you can export orders from your WooCommerce dashboard in CSV format. Once exported, you simply drag and drop the CSV file into EasyRoutes. The system will map fields like customer name, address, and quantity automatically, and you can confirm or adjust mappings before creating optimized delivery routes. This makes it easy to bring WooCommerce data into your delivery workflow.

See: WooCommerce Import Guide

How are delivery date and time zones handled in EasyRoutes?

Time windows are interpreted in the time zone of each stop's delivery address, so a window set by your date picker is honored locally even when a route crosses time zone boundaries (for example, travelling from Chicago toward Indianapolis). Your Orders page and route columns display windows in your own local time, and stops in a different zone are annotated as such. This behavior is the same in EasyRoutes for Shopify and EasyRoutes for Web.

See: Time Windows

What BigCommerce export settings should I use?

When exporting from BigCommerce, configure your CSV template to create one row per sub-item (so multiple items in an order export properly). Map fields like First Name, Last Name, Address, and Product Qty to the corresponding EasyRoutes columns. This ensures accurate imports and prevents issues with incomplete customer or item data.

See: Importing CSV Orders

What can I do with the API?

The EasyRoutes API lets you automate your delivery workflow end‑to‑end: import orders/stops from external systems, create routes with your preferred options, assign drivers or vehicles, dispatch routes, and update stop or route status as deliveries progress. You can also read back route/stops for reporting and pair the API with webhooks to keep other systems synchronized in real time. Capabilities are consistent across EasyRoutes for Shopify and EasyRoutes for Web.

See: EasyRoutes Routes API · Webhooks & Zapier

What types of proof of delivery can EasyRoutes capture?

Drivers can capture multiple photos, obtain a customer e‑signature, and add notes at the stop. These items are stored with timestamps and the completion context, and they’re visible to admins on the route and stop record. When enabled in EasyRoutes Settings, customers can see PoD on tracking pages and in notifications.

See: Proof of Delivery

Can I use the API to import orders from other platforms?

Yes. The EasyRoutes Routes API accepts imported stops (customer details, address, items, notes) so you can bring orders from non‑Shopify sources into EasyRoutes. After importing, you can create new routes, add the stops to existing routes, assign drivers, and dispatch. This works for both EasyRoutes for Shopify and EasyRoutes for Web and complements CSV import when you need automation.

See: EasyRoutes Routes API – Import Stops

Can I customize the branding of the customer tracking page?

Yes. Your customer tracking page carries your branding — add your logo and adjust the look from EasyRoutes Settings > Order Tracking, and choose which order details and delivery information customers see. Paired with your notification settings, customers get a consistent, branded experience with live ETAs and driver location. This is separate from your email/SMS template customization. Available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Order tracking pages

How does EasyRoutes optimize my delivery routes?

EasyRoutes builds efficient routes by combining your inputs (orders/stops and addresses) with constraints and preferences. It accounts for start and end locations, optional time windows, per‑stop service times, speed factors, and limits such as maximum duration, stops, items, or weight. You can create multiple routes at once, balance stops evenly, or optimize for the fewest routes that still meet your limits. After reviewing the map and stop list, drag‑and‑drop stops to make manual adjustments, then re‑optimize to apply changes.

See: Route Options · EasyRoutes 101: Route Optimization & Route Options

Does EasyRoutes support age-restricted (e.g., alcohol) deliveries?

EasyRoutes doesn't include a dedicated age-verification or age-gating feature, so it won't automatically confirm a recipient's age. You can still operate alcohol, CBD, or other age-restricted delivery routes and enforce the check at the door: require an e-signature and/or photo to mark the stop delivered, and add a required Driver Task (e.g., "ID checked, recipient 21+") the driver must complete first.

Note that age-gated content isn't supported for SMS notifications. These options work in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Proof of Delivery · Driver Tasks

How do I draw or create a delivery zone on the map?

Go to Settings > Delivery Zones and click Create zone above the map. Use the polygon tool to click points on the map and trace your area, then click back on your first point to close the shape. Give the zone a title and pick a route colour, then save. Once created, enable the Delivery zones Route Option to limit a route to orders inside that zone. Available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Delivery Zones

Can I share proof of delivery via tracking links?

Yes. Both EasyRoutes for Shopify and EasyRoutes for Web can display proof of delivery (PoD) on the customer’s tracking page right after a stop is marked Delivered or Attempted. PoD can include delivery photos, e‑signature confirmation, and optional driver notes. Turn this on from EasyRoutes Settings → Order tracking, and use notifications (email/SMS) to send tracking links automatically. For internal auditing, PoD is also visible on the route and stop records for your team.

See: Proof of Delivery · Customizable Order Tracking Pages

Do I need coding skills to connect Squarespace with EasyRoutes?

You don’t need to be technical to connect Squarespace with EasyRoutes. Using Zapier, you can build “if-this-then-that” workflows to automatically send Squarespace orders to EasyRoutes for route planning. For businesses that want more advanced automation, the EasyRoutes API lets developers build custom integrations and connect with other business systems. This gives you both a no-code and pro-code path to integration.

See: API Getting Started

Can I manage recurring deliveries?

Yes. Use EasyRoutes Workflows to auto‑create routes daily, weekly, or monthly from saved filters or route templates. For fixed runs, copy an existing route (or selected stops) to a new date, then re‑optimize for current constraints. These options are available in both EasyRoutes for Shopify and EasyRoutes for Web and pair well with auto‑dispatch for hands‑off mornings.

See: Workflows · Sending stops to a new route

How do I authenticate API requests?

API access uses tokens you create in your EasyRoutes account. Follow the Getting Started guide to generate a token, store it securely, and add it to requests from your server or integration platform. Tokens work the same way for both EasyRoutes for Shopify and EasyRoutes for Web. Rotate credentials periodically and avoid embedding them in client‑side code.

See: EasyRoutes API Getting Started Guide

Does EasyRoutes support real-time updates for Squarespace orders?

By default, CSV imports are static snapshots of your Squarespace orders. For real-time updates, you can set up Zapier workflows that push new or updated Squarespace orders into EasyRoutes automatically. Alternatively, you can use the EasyRoutes API to sync changes like address updates or cancellations. This ensures your delivery routes always have the latest order information.

See: Zapier Integration

How do I authenticate API requests?

API access uses tokens you create in your EasyRoutes account. Follow the Getting Started guide to generate a token, store it securely, and add it to requests from your server or integration platform. Tokens work the same way for both EasyRoutes for Shopify and EasyRoutes for Web. Rotate credentials periodically and avoid embedding them in client‑side code.

See: EasyRoutes API Getting Started Guide

Can I send delivery reminders to customers?

Yes. EasyRoutes lets you set up pre‑ and post‑delivery messages so customers know when to expect their order and where to track it. Enable templates like Ready for Delivery, Out for Delivery, and Driver is X Stops Away, customize the copy/branding, and preview with example data. Works for both Shopify-native orders and imported/manual stops.

See: Delivery Notifications – Email & SMS

How does EasyRoutes read delivery dates and time windows from a third-party date picker app?

EasyRoutes automatically reads the delivery date and time window that a date picker writes onto each Shopify order — most often as order attributes (note attributes), and also from order tags. It recognizes common attribute names such as "Delivery Date," "Delivery Time," and "Order Due Time" used by popular apps, then surfaces them in the Delivery Date and Time Window columns for filtering and routing. Metafields aren't read directly; use Shopify Flow to copy them into an order attribute. This works the same whether data comes from Zapiet, Buunto, or another supported app.

See: How EasyRoutes works with your Shopify setup and third-party apps · Time Windows

Can I combine Xero invoices with orders from other platforms?

Yes. EasyRoutes allows you to centralize deliveries across multiple platforms. You can import invoices from Xero alongside Shopify, WooCommerce, BigCommerce, or Squarespace orders, then optimize routes across all of them in one place.

See: EasyRoutes for Xero

Do cutoff times, lead times, or blackout dates from my date picker carry into EasyRoutes?

The cutoff, lead-time, and blackout-date rules you configure live inside your date picker app and control what customers can select at checkout — EasyRoutes doesn't import those rules. What it does read is the resulting delivery date and time window the app writes onto each order, which it then uses for filtering and routing. So the customer-facing scheduling limits stay with your picker, while EasyRoutes plans around the dates and windows they produce. This applies to both EasyRoutes for Shopify and EasyRoutes for Web.

See: How EasyRoutes works with your Shopify setup and third-party apps · Time Windows

How does billing work for an EasyRoutes plan subscription?

Subscriptions are processed through Shopify Billing (for EasyRoutes for Shopify) or Stripe (for EasyRoutes for Web). After your 14-day trial, app charges run on a 30-day subscription cycle that is independent from Shopify’s invoice cycle. When you add or remove driver seats during a cycle, we prorate charges/credits automatically. SMS delivery notifications are usage-based and draw from a separate balance when enabled.

See: Shopify app subscriptions · Prorated plan changes · Usage-based SMS balance

Can I export customer delivery data?

Yes. From the Routes page or an individual route, export CSV files containing stop information (customer name, address, contact fields), timing, driver assignments, and URLs to any proof of delivery items. Use these exports for customer service, accounting reconciliation, or analysis in spreadsheets and external tools.

See: How do I export routes/stops?