Setting Up Route Data Sync

Modified on Sun, 25 Oct at 12:44 PM

Purpose

Route Data Sync (formerly Cortex Integration) brings Delivery Associate records, shift schedules and delivery data from the Logistics Portal into UZIO. It works through UZIO Route Data Sync, a Chrome browser extension.

  • Once installed and set up, it runs in the background and refreshes every 30 minutes, so nobody uploads this data by hand.
  • Each sync pulls the driver roster, schedules, the current day's routes, breaks and stop completions.
  • That data feeds the Time Variance page, where you compare Logistics Portal activity with UZIO punches before payroll.

Setup has two halves. You install and configure the extension on a workstation, then you set the integration's options in UZIO. Both are covered here and together take about 10 minutes. The extension install is a one-time task per workstation. The UZIO options are set once for the company.

This is an Amazon DSP-only feature. On an account that is not a Delivery Service Partner, the settings tab reads "Route Data Sync is not available for this employer."

Who can do this: users whose role includes permission to manage Time Tracking, which the Employer Administrator has by default. Without that permission the page opens read-only and its controls show the tooltip "You do not have access to this feature."

Note: UZIO Route Data Sync is a Chrome extension on a computer. There is no mobile equivalent, and nothing in this article can be done from the UZIO Mobile App.

Before you begin

  • Google Chrome installed on the workstation that will run the extension.
  • Permission to manage Time Tracking in UZIO, so you can copy the extension key.
  • Your DSP station code(s), for example DKO1 or DTB4.
  • A Logistics Portal account that stays signed in on that workstation.

Part 1: install and configure the extension

1. Download the extension package

In the Employer Portal, go to Time Tracking Settings > Route Data Sync and click Download Extension in the Browser Extension section. A compressed .zip file is saved to your Downloads folder. The same section links to the Route Data Sync Setup Guide, a downloadable step-by-step guide.

[Screenshot: Time Tracking Settings > Route Data Sync page with the Download Extension button]

2. Extract the package

Locate the downloaded .zip and extract it:

  • Windows: right-click the file and choose Extract All.
  • macOS: double-click the file to extract it automatically.

Extraction creates a folder. Note where it is. You need it in step 4.

3. Open the Chrome Extensions page

In Chrome, click the three-dot menu at the top right and go to Extensions > Manage Extensions.

4. Load the unpacked extension

  1. On the Manage Extensions page, turn on Developer mode (toggle, top right).
  2. Click Load unpacked (top left).
  3. Select the folder you extracted in step 2.

The UZIO Route Data Sync card appears in your list of installed extensions.

[Screenshot: Chrome Extensions page with Developer mode on and the UZIO Route Data Sync card loaded]

5. Pin the extension to the toolbar

Click the puzzle-piece icon in the Chrome toolbar, then click the pin icon next to UZIO Route Data Sync. Its icon then stays visible for quick access.

6. Configure the extension

Click the pinned UZIO Route Data Sync icon to open the setup panel, complete the two fields below, and click Save Settings.

FieldWhat to enter
Extension KeyThe key from Time Tracking Settings > Route Data Sync. If no key has been generated yet, that section shows "No Extension Key has been generated yet." and a Generate & Copy button. If a key already exists, the section shows Rotate and Copy instead. Use Copy, then paste the key into this field.
Station CodesYour Amazon DSP station code(s) as a comma-separated list, for example DKO1, DTB4.

[Screenshot: UZIO Route Data Sync setup panel showing Extension Key, Station Codes, and Save Settings]

Warning: Use Rotate only when you intend to replace the key everywhere. There is one key per company, so every workstation running the extension must be updated afterwards. UZIO asks you to confirm first: "Rotating the extension key will generate a new key for your company. If any user is currently using the browser extension with the existing key, the extension will stop working until the newly generated key is updated in the settings of the UZIO Route Data Sync browser extension."

Note: The setup panel also shows the current status ("Ready - auto-sync every 30 min"), manual sync buttons, a read-only Uzio API URL, and a Sync Log with the last sync time. See Reference: the setup panel below.

7. Confirm the connection

After you save, the extension is active. Syncing starts automatically within 30 minutes. Allow 30 to 40 minutes for the first full sync, then reload the Time Variance page to see your data.

Then check your dashboard for an Unmapped Delivery Associates tile and map any drivers listed there (how). Until a driver is mapped, their Logistics Portal data does not flow into UZIO.

Part 2: set the Route Data Sync options in UZIO

The rest of the Time Tracking Settings > Route Data Sync page controls what Route Data Sync does with the data it pulls. You set these once for the company. Click the edit icon next to the page title to make the fields editable, change what you need, and click Save changes.

Time variance thresholds

These three values decide what counts as a variance on the Time Variance page. A difference within the threshold is treated as a match. A difference larger than the threshold is flagged for review.

FieldWhat it comparesAllowed values
Clock-in varianceThe UZIO clock-in time against the Logistics Portal sign-in timeRequired, 0 to 120 minutes
Clock-out varianceThe UZIO clock-out time against the Logistics Portal sign-out timeRequired, 0 to 120 minutes
Break varianceThe UZIO break-in and break-out times against the Logistics Portal break-in and break-out timesRequired, 0 to 120 minutes

The default for all three is 10 minutes. Tighten them if you want small differences surfaced, or loosen them if the screen is flagging noise. Because the value is yours to set, check this page before drawing a conclusion from a green or red row.

Common mistake: Assuming the threshold is a fixed UZIO rule. It is a company setting, so two DSPs can look at the same data and see different rows flagged.

Shift settings

FieldWhat it does
Enable shift auto-syncWhen selected, every shift published in the Logistics Portal for the current and future dates is created in UZIO as a Draft shift. You then review and publish it through the normal Schedule flow. Clear the checkbox to stop shift data syncing.
Create shift start time in UZIOOptional. Starts the UZIO draft shift a whole number of minutes (1 to 120) before the Logistics Portal work block start time.
Create shift end time in UZIOOptional. Ends the UZIO draft shift a whole number of minutes (1 to 120) after the Logistics Portal work block end time.

The two offsets are independent, and each is measured from the Logistics Portal time rather than from the other offset. Use them when your drivers are expected on site before the route block begins or stay after it ends.

Note: On accounts set up recently, Enable shift auto-sync starts switched off. If you expect Logistics Portal routes on your UZIO Schedule and do not see them, check this setting first.

How Route Data Sync handles your shifts

  • Route changes update the matching shift. Published shifts stay published.
  • Clocked-in shifts are protected. After an employee clocks in, Route Data Sync does not change or delete the shift. A later route change is listed as a sync issue instead.
  • Your time edits are kept. Changing the start or end time of a synced shift in UZIO unlinks it, so later syncs do not overwrite it. Changing only the job, notes or color keeps the link.
  • Deleted shifts stay deleted while the route is unchanged. If the route later changes, the shift comes back as a Draft. Moving a synced shift to another date or employee counts as deleting it.
  • The sync never publishes or unpublishes a shift. New synced shifts arrive as Draft.
  • Synced shifts show a Synced badge on the Schedule.

Anything the sync cannot apply is listed on the Schedule Sync Issues page. See Resolving Schedule Sync Issues.

What this does not change

  • Payroll still runs off your UZIO timesheet data. Logistics Portal data is used for variance review and for draft shifts. It is not a payroll source, and no Logistics Portal figure reaches a paycheck on its own.
  • Corrections are still made on the timesheet. Fix a punch where you always fix it. See Reviewing and Correcting Your Team's Timesheets.
  • Override monitoring still counts your edits. Corrections you make after reviewing a variance count towards the Delivery Associate override rate. See Manager Override Monitoring.

Reference: the setup panel

Beyond the two required fields, the extension's setup panel provides:

  • Manual sync buttons for Sync Schedules, Sync Routes & Stops and Sync Drivers & Profiles, to pull one data set immediately instead of waiting for the next 30-minute cycle.
  • Reset Sync State (Full Re-sync), which clears the sync state so the next run re-pulls everything. Use it if data looks out of step.
  • Settings, showing the read-only Uzio API URL, the Extension Key and the Station Codes.
  • Sync Log, showing the Last sync timestamp.

Good to know

  • Keep Chrome open and signed in to the Logistics Portal during the workday. If Chrome closes or the Logistics Portal session ends, syncing pauses and resumes on its own. No data is lost.
  • The extension is read-only. It never changes, deletes or pauses anything in the Logistics Portal. Your Amazon password is never stored in UZIO, because the extension reads the Logistics Portal through your own signed-in browser session. All data travels encrypted.
  • More than one admin can install the extension. UZIO removes duplicate data automatically, so extra installations only add resilience.
  • The settings page has a "You Should Know" panel summarising these points. Open it from the You Should Know link on the Route Data Sync page.

Expected outcome

  • UZIO Route Data Sync runs in the background in Chrome and syncs every 30 minutes.
  • Delivery Associate profiles, schedules, routes and stops, and delivery data flow from the Logistics Portal into UZIO.
  • Synced activity appears on the Time Variance page for pre-payroll reconciliation.
  • With shift auto-sync enabled, shifts published in the Logistics Portal appear on your UZIO Schedule as Draft shifts for you to publish.

Note: Delivery Associates that Route Data Sync cannot match to a UZIO employee appear as Unmapped Delivery Associates and need a one-time manual mapping of their Transporter ID. See Mapping drivers.

Need help?

Contact your UZIO Customer Success Manager, or UZIO Support at support@uzio.com or +1-571-601-1752. Include your station code, the extension version shown on the Chrome Extensions page, the Last sync time from the Sync Log, and a screenshot of the error.

To stop timesheet variance data entirely, ask UZIO Support. There is no self-service control for it.

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