« Back to FAQs

What fields should I map when importing from Xero?

During import, make sure CSV columns from Xero are mapped correctly: ContactName (first name), SAAddressLine1 (address), SARegion (province/state), SAPostalCode (postal code), SACountry (country), InvoiceNumber (order name), Quantity, and Description (item details). Proper mapping ensures invoices are imported as accurate delivery stops.

See: Xero Import Guide

Does EasyRoutes offer training?

Yes. Most teams ramp using our self‑serve resources: the Getting Started guide, topic‑specific articles, and short videos embedded throughout the Help Center. If questions arise, contact us via email from inside the app or the Support Portal; we aim to respond the same business day. Customers on the Enterprise plan receive priority responses and can coordinate onboarding help prior to go‑live.

See: Getting Started with EasyRoutes · Help Center

Who should use EasyRoutes for Shopify?

EasyRoutes for Shopify is best suited for merchants who already sell goods or services within the Shopify ecosystem.  Users can plan optimized delivery routes with all orders received through their Shopify storefront, created via draft orders, or imported manually as custom stops.

EasyRoutes for Shopify integrates seamlessly with the Shopify Admin and dozens of leading third-party apps, making it the ideal choice for Shopify merchants seeking a streamlined local delivery solution.

Can I hide driver location from customers?

Yes. Real‑time tracking is configurable. You can enable tracking for dispatcher visibility while keeping customer pages static, or allow a live pin to appear only as the driver approaches (configurable from 1 to 10 stops away). This setting is available on Premium/Enterprise plans across both EasyRoutes for Shopify and EasyRoutes for Web.

See: Real‑time Driver Location Tracking

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

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 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

Can I set specific start or end locations for my routes?

Yes. Configure a start location (e.g., your store, a local warehouse, or a driver's home base) and an end location (e.g., a depot, final stop, or loop back to the route's start location) on each route. These points are included in optimization and time estimates, so drivers see realistic drive times and customers receive accurate ETAs. You can set defaults in Route Options, then override per route as needed. For multi‑warehouse operations, create routes that begin near each inventory location to reduce deadhead driving. In both EasyRoutes for Shopify and EasyRoutes for Web, you can adjust these locations after route creation and re‑optimize to update the sequence and times.

See: Start/End Locations

Can I print labels for each package?

Yes. From any route, click Print → select Packing labels. You can output one label per stop or per order item (ideal for multiple packages). Configure label contents and sizing in Settings → Packing Slips & Labels. Use 4×6 thermal, A4/Letter sheets, or another size and scale as needed.

Shopify & Web: The label workflow is the same across products. For advanced templating on Shopify, you can send orders to Order Printer Pro from the Send to app dropdown, which can generate labels in route order.

See: How do I print packing labels?

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 drivers re-order or re-optimize their stops in the app?

Yes. From EasyRoutes Settings → Driver settings, enable the options to let drivers reorder stops and re‑optimize the remaining sequence when plans change (traffic, customer requests). Re‑optimization recalculates the fastest order for what’s left, while respecting your route constraints (time windows, priorities). Admins can still edit routes from the web at any time.

See: How do I re‑optimize remaining stops? · Re‑ordering stops

Do I need coding skills to connect BigCommerce with EasyRoutes?

You don’t need to code to connect BigCommerce with EasyRoutes. Zapier provides an easy no-code path to automate order syncing. For teams that need more complex, real-time integrations, the EasyRoutes API allows developers to customize imports, fulfillments, and route triggers. This gives you flexibility to choose between no-code and developer-driven solutions.

See: API Getting Started

Can I schedule or email recurring analytics reports?

Analytics reports are viewed in the dashboard and exported on demand — open any breakdown and use Export to copy the data or download a CSV. There isn’t a built-in scheduler that emails recurring reports automatically. If you need that, you can export on a cadence yourself, or use the EasyRoutes API and webhooks (with a tool like Zapier) to pull delivery data into your own reporting. Applies to both EasyRoutes for Shopify and EasyRoutes for Web.

See: Analytics

Can I integrate EasyRoutes with other business tools?

Yes. Integrate EasyRoutes with your existing stack in two ways: (1) programmatically via the Routes API to import stops, create/dispatch routes, and update status; and (2) event‑driven with webhooks and Zapier to push delivery events into Sheets, Slack, email, ERPs/CRMs, or custom endpoints. These options are available for both EasyRoutes for Shopify and EasyRoutes for Web.

See: API Getting Started Guide · Integrate webhooks with Zapier

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 group routes together for easier dispatching?

Yes. When you create several routes together, EasyRoutes places them in a Route Group so you can manage a delivery day (or multiple zones) as a single unit. From the group page you can dispatch all routes, view colour‑coded live driver pins, move stops between routes, and balance workloads. Route Groups work the same in EasyRoutes for Shopify and EasyRoutes for Web and are ideal for medium/large fleets or recurring delivery days.

See: Route Groups

How do I manage my active drivers?

Invite drivers from the Drivers & Vehicles tab, then assign a driver seat to activate them. Deactivate drivers anytime to free a seat without deleting their profile or history. You can switch which people occupy seats as staffing changes — ideal for seasonal or on-call drivers. These controls are available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Add a driver · Activate/deactivate drivers

Are proof-of-delivery captures geo-stamped / GPS-tagged?

Yes. When location capture is enabled, EasyRoutes records the driver’s GPS location and a timestamp alongside each proof-of-delivery entry — photos, e-signature, notes, and barcode scans — so every completed stop has a location and time on record. You can review these details on the route’s stop entries and include driver location when exporting stop data for your files. Available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Proof of Delivery · Location tracking

Can I export analytics data?

Yes. From the Analytics page, pick your time period (e.g., last 7/30 days or a custom range) and optionally filter by driver. Use the Export option to download a CSV for spreadsheets or external tools, or use Print to generate a PDF summary. CSV exports preserve the filters you applied so downstream reports match what you saw in EasyRoutes.

Exports are available in both EasyRoutes for Shopify and EasyRoutes for Web. If you need more granular, stop‑level records, combine Analytics with route exports from the Routes page.

See: Printing & Exporting Analytics

Can EasyRoutes print packing slips for each stop?

Yes. You can generate packing slips for each stop from the route’s Print menu. Choose Packing slips to produce slips in route order, then print or save as PDF for digital handoff. Customize content (logo, variables, formatting) from EasyRoutes Settings → Packing Slips & Labels.

EasyRoutes for Shopify: Use the built-in Print Preview, or send orders to Shopify’s Order Printer/Order Printer Pro for custom templates (Order Printer Pro supports route order).
EasyRoutes for Web: Use the same Print Preview and Settings controls directly in the web app.

See: Printing Packing Slips

Can EasyRoutes send notifications for Xero deliveries?

Yes. Once invoices are imported into EasyRoutes, customers linked to those invoices can receive branded notifications via email or SMS, complete with live tracking links. This improves delivery transparency and reduces customer inquiries.

See: EasyRoutes for Xero

Can I build multi-step Workflows with conditional logic?

Yes. Workflows can include multiple steps and conditions, such as only dispatching routes to certain drivers if the route exceeds a number of stops, or only adding particular stops if the corresponding order includes certain tags. There are no limits to how many Workflows route planners can create, offering maximum flexibility for businesses with varying delivery schedules.

Workflows also respects conditions that are applied via EasyRoutes' order automation rules, giving route planners additional tools and controls for automatically applying time windows, delivery dates, driver tasks, or stop priority status based on matching order tags or attributes.

See: Conditional Workflows · Order Automation Rules

Can I use EasyRoutes at multiple locations?

Yes. EasyRoutes supports multi‑location operations. You can set unique start/end locations on routes (store, warehouse, driver home base), segment orders by delivery zone or location tags, and dispatch drivers from different hubs on the same day. Route Groups make it easy to manage several routes per location and monitor all drivers together.

This applies across EasyRoutes for Shopify and EasyRoutes for Web.

See: Delivering from multiple locations or warehouses

What are the main benefits of using EasyRoutes with Wix?

Connecting Wix to EasyRoutes unlocks the complete last-mile toolkit: multi-stop route optimization, live driver tracking, proof of delivery (photos, signatures, notes), branded notifications, and delivery analytics. Together, these tools help Wix merchants scale delivery operations, save dispatcher time, and provide customers with a professional, reliable delivery experience.

See: EasyRoutes for Wix

Do Workflows work with both Shopify and EasyRoutes for Web?

Yes. Workflows are available across both EasyRoutes platforms, but their triggers and available actions are tailored to fit the data each platform provides. On Shopify, Workflows integrate tightly with orders, fulfillments, and Shopify-specific tags or delivery methods. On EasyRoutes for Web, you can use Workflows to automate processes based on imported orders (CSV uploads or API connections) and route activity.

This flexibility means that whether you’re using Shopify to manage your e-commerce orders or relying on EasyRoutes for Web to handle deliveries from another system, you can still benefit from automation. Businesses that operate across multiple platforms can use Workflows to keep all of their delivery processes running consistently.

See: Workflows Setup

Can I limit the max duration or stop count on a route?

Yes. You can cap a route by Max route duration, Max stops per route, and Max items per route so optimization never exceeds your operational limits. These constraints shape ETAs, the stop sequence, and whether additional routes are required. Enable or edit these limits from the Route Options panel before creating routes, or open any route and choose Edit route options to apply changes and re‑optimize. This feature functions the same way in EasyRoutes for Shopify and EasyRoutes for Web.

See: Route Options · Max items/weight per route