One of the methods of bringing in data (the list of Orders/Invoices) in to DispatchTrack is to import it from a csv file, which is usually the output from a point-of-sale (POS) system such as F.R.O.G., Genesis, etc. If you're currently using a POS system such as F.R.O.G, Genesis, ACE etc, from which the entered Orders may be exported as a csv file, you will be using the Import button in the Service Orders tab to specify the path of the csv file and then import the data.

1. If the columns in the CSV file contain headers understood by DispatchTrack, such as the csv output from POS systems such as F.R.O.G, there is no need to set up a custom CSV Import and you will not find this 'CSV Import Setup' link in the Admin tab. The Import button in the Service Orders tab may be simply used to bring in the data.

2. If the CSV file from your POS system doesn't contain headers, or if the headers are those that are not understood by DispatchTrack, or if there are many csv files (eg., for different Distribution Centers or Clients in the case of Logistics companies etc.), each containing a different sequence of columns from which data needs to be imported, a custom CSV Import needs to be done. That is when the 'CSV Import Setup' link is enabled in the Admin tab, which you may use to specify the columns of the csv file.

The custom CSV setup may be done Account-wise i.e., if there are different csv files for each of the Accounts in your DispatchTrack, you may define them individually.

It is based on this setup that the actual import happens from the Service Orders tab, when the Import button is clicked and the csv file specified for the import.