The Override Contact Address Matching feature allows users to prioritize consignee information from an imported CSV file over existing contact details already saved in the system.
For example, if John Smith is already saved in Contacts and the same consignee's name (John Smith) is included in the CSV file but with different address, enabling this setting ensures that the system uses the consignee details from the CSV file instead of the stored contact.
Contacts
CSV file
How to Enable and Use Override Contact Address Matching
1. Enable the override setting
- Go to Settings → General Settings.
- Tick the checkbox: Default override shipment import consignee matching.
2. Upload your CSV file
- When adding the CSV file into the system, the Override Consignee Contact Matching option will already be checked by default.
3. System behavior after uploading
- During import, the system will use the consignee address from the CSV file, even if the same consignee name already exists under Contacts.
Important Notes:
- This feature applies only when there is a matching consignee name in both the Contacts list and the CSV file.
- If no matching consignee name exists in Contacts, the system will use the consignee details from the CSV file as usual.
- If you are using a CSV file, please ensure it complies with the required format. See the guide here: https://speedicargohelp.tradewindow.io/support/solutions/articles/51000286622-standard-csv-or-excel-file-format