From your Xero dashboard, go to the Business tab → Invoices, then use the Export button to download a CSV of the invoices you want to deliver. In EasyRoutes, click “Import new CSV” and upload the file. The system maps fields such as contact name, address, invoice number, and product details to create delivery-ready routes.
See: Xero Import Guide
Yes. While the PoD gallery itself isn’t a single file download, route/stop exports include links to each proof item plus completion timestamps and driver details — suitable for audits, customer service, or further analysis with external tools. Use Analytics for high‑level performance metrics and the Activity Feed to review the exact sequence of events.
See: Exporting proof of delivery · How do I export routes/stops?
Yes. EasyRoutes keeps your order list synchronized with Shopify so recent orders, edits, and fulfillment changes are available for routing without manual imports. If an expected order isn’t visible, confirm the Show orders from the last… window, and other filters on the Orders page, then refresh. You can also import non‑Shopify orders alongside synced Shopify orders when needed.
By default, CSV imports are static snapshots. For real-time updates, use Zapier to push new BigCommerce orders into EasyRoutes automatically, or build a direct integration with the API. This ensures address changes, order edits, or cancellations in BigCommerce are reflected in your delivery routes without manual intervention.
See: Zapier Integration
Yes. You can try any plan — including Premium features like real‑time driver tracking and notifications — for 14 days at no cost. Trials are available on both products (Shopify and Web). During the trial you can invite drivers, dispatch routes, and send tracking/PoD to validate the full workflow before choosing a tier and seat count.
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
Yes. Workflows automate delivery tasks inside EasyRoutes, while Zapier connects EasyRoutes to external systems. Together, they create powerful end-to-end automation. For instance, a Workflow might create a route when orders arrive, while Zapier sends Slack alerts or updates a Google Sheet whenever stops on that route are completed. This layered approach ensures internal and external processes stay in sync.
See: Workflows Overview
Yes. When a route has a scheduled start date and time and its stops carry time windows, the EasyRoutes optimizer sequences stops to arrive within each window while minimizing overall driving time, factoring in start/end locations and stop durations. Driver and customer ETAs reflect those windows. If a stop can't be met within the route's constraints, it's moved to the rejected stops tab so you can widen the window, adjust the start time, or split routes. This works in both EasyRoutes for Shopify and EasyRoutes for Web.
Yes. Once imported into EasyRoutes, BigCommerce orders behave the same as other orders. Customers receive branded notifications by email or SMS, including links to real-time tracking pages. This reduces support calls and gives customers confidence in their deliveries.
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
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.
Yes. When a stop can’t be completed, drivers mark it Attempted instead of Delivered from the Update Status section on the stop. They can choose a preset reason (for example, no answer, inaccessible, or Canceled) and add a note or proof of delivery to document what happened. The reason then appears on the stop’s details and feeds into your delivery analytics. Works in both EasyRoutes for Shopify and EasyRoutes for Web.
Yes. If a driver’s phone was offline or a photo needs to be re‑added, open the stop in EasyRoutes and upload PoD from your browser. The new items join the stop’s timeline with timestamps and appear in exports and tracking (subject to your visibility settings). This works across both EasyRoutes for Shopify and EasyRoutes for Web.
See: Manually upload PoD
Yes. Click into a route to make changes: add orders or custom stops, update addresses and service times, change the assigned driver (or vehicle), or edit start/end locations and the scheduled start. Drag‑and‑drop the list to manually adjust the stop sequence, or select multiple stops to bulk‑move them to another route. The editing toolbox is the same in EasyRoutes for Shopify and EasyRoutes for Web.
See: How to Edit Routes
From your Orders page, open Add/edit options, find the Driver tasks card and click Enable, then Add new task and choose the Scanner input type. Give it a name (e.g. “Scan product barcode”) and, if you want it enforced, tick Delivered and/or Attempted to require a scan before the stop can be completed. Save, and drivers are prompted to scan at each stop. Driver tasks are available on Premium and Enterprise plans.
See: Driver tasks · Barcode scanning
Yes. EasyRoutes supports multiple label sizes. Pick a base size and text scale in EasyRoutes Settings → Packing Slips & Labels, then confirm your printer uses the matching paper (e.g., 4×6) with an appropriate print scale.
Delivery Analytics provides a consolidated view of your operations across both EasyRoutes for Shopify and EasyRoutes for Web. Key metrics include total stops and routes, completion rate, attempted/missed deliveries, average delivery time, and per‑driver performance summaries. Use it to compare activity over time, spot bottlenecks, and validate operational changes.
You can filter by time period and specific drivers to focus on a team or individual, then export results to CSV for reporting. For event‑level detail (e.g., when a stop changed status), open the route’s Activity Feed. Analytics refreshes as new delivery events are recorded, so the dashboard stays current throughout the day.
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
While there isn’t a separate public sandbox, you can safely test in a non‑production environment. Create a test shop (Shopify) or an EasyRoutes for Web workspace with sample data, generate a dedicated API token, and point webhooks to staging URLs. Use draft orders or manual stops that contain your own contact info so notifications and tracking tests go only to your team. When your flows are validated, switch credentials and endpoints to production.
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
Admins can monitor each active route from the Tracking tab: view a live GPS pin, the recent breadcrumb path, and which stop the driver is headed to now. Stop tiles update in real time with status changes and completion times, and proof of delivery (photos, signature, notes) appears as soon as it’s captured. You can also open a Route Group to watch multiple routes/drivers concurrently.
See: Real-Time Driver Location Tracking · EasyRoutes Activity Feed
Admins need an internet connection to create, edit, and dispatch routes. The EasyRoutes Delivery Driver app supports low‑connectivity situations: if a driver opens the route while online, stop data is cached locally so they can navigate, update status, and capture proof of delivery offline. The app queues events and syncs them to EasyRoutes once the device reconnects.
Yes. For flexible fleets, create a self‑assign link so any active driver can claim the route from the link. This is useful for contractor pools or last‑minute coverage — whoever taps the link first becomes the assigned driver. You can share links in SMS, WhatsApp, or Slack and revoke them if needed.
Yes. You can add breaks before optimization (by setting the planned break time) or after creating a route (by inserting a break and positioning it between stops). Breaks appear to drivers as a stop in the sequence, and when a break is included in a route, EasyRoutes will recalculate remaining ETAs and the overall route duration. This is useful for lunch windows, mandatory rest periods, or overnight pauses. For multi‑day itineraries, consider splitting different days into separate routes, or using an overnight strategy so customer ETAs align with actual delivery periods.
Zapier’s app directory includes thousands of CRMs, ERPs, and productivity tools. With EasyRoutes as the trigger, you can automatically update customer records in HubSpot when a delivery is completed, or sync invoice statuses in NetSuite when routes are dispatched. This ensures delivery data flows into the rest of your business systems seamlessly.
See: Zapier App Directory
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.