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How do I bulk import quotes?

  • Updated

 

The quote import features enable you to create up to 100 quotes at once on ShipperGuide!

The following quote details are allowed for importing:

  • FTL mode
  • Two-stop lanes - pickup and delivery
  • Non-hazmat
  • Pickup Date has be today or in the future

This article will cover:

Download the quote template file:

1. On your left dashboard, click Quotes.

2. On the quotes page, click MULTI QUOTE.

1.png

 

3. A pop-up window will appear. Click DOWNLOAD TEMPLATE. Once the quote template is downloaded, it will be saved to your computer.

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Format Cells:

Use the quote template file to list the quotes to be imported. The table below serves as a guide that defines the required or optional fields and the accepted formats or possible options you can select while filling out the template file.

More details of the fields will be provided on the first-row column headers. Click on each cell on the header row to view the additional details.

Please note each import only allows a maximum of 100 quotes.

Column

Format

Acceptable Options

Required/Optional

Default

Equipment*

 

Dry Van

DRV

VAN


Flatbed

FBE

FLAT


Reefer

RFR

Required

 

Pickup Date*

Excel General Format

5 digit number

OR

Plain Text
MM/DD/YYYY

 

Required

 

Bid Deadline

YYYY-MM-DD 00:00:00

 

Optional

If the field is left empty, the bid deadline will default as the pickup date



Quote Notes








Optional

 

Pickup Address*



 

Required

 

Pickup City*

   

Required

 

Pickup State*


Two-letter state abbreviation




Required

 

Pickup Country*

 

USA

Required

USA

Pickup Zipcode*

Five-digit zip code

 

Required

 

Delivery Address*



 

Required

 

Delivery City*

   

Required

 

Delivery State*


Two-letter state abbreviation




Required

 

Delivery Country*

 

USA

Required

USA

Delivery Zipcode*

Five-digit zip code

 

Required

 

 

Upload quotes:

1. After filling out the quote template, save the template as a .xlsx file type.

2. Navigate back to the Quotes page. Drag and drop the updated template or click Browse File on the Multi Quote pop-up window. And click pasted_image_0.png

 

2.png

If all quotes import successfully, a Untitled.png will appear next to the file name on the Multi Quote pop-up window. Loadsmart rates will be available for the quotes.

Click 5.png to bulk invite carriers to bid on the quotes. Or click BACK TO QUOTES to view your quotes’ list

 

Import Failures:

File Type and Size Failures:

If the quote import file type is not  .xlsx (Excel) and/or if the file contains over 101 rows, an error message will be stated on the Multi Quote pop-up window.

4.png

Quote Import Errors:

If quotes fail to import due to data formatting, an error message will state that all/partial quotes failed to import. An error report will be available to download to view the import failure reasons. Click 6.png to download the error report.

7.png

 

If you have any other questions, please feel free to contact us at https://community.loadsmart.com/hc/en-us

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