Importing Loads

  • Updated

In Carrier TMS, the bulk import feature allows you to add multiple loads into the system through a .CSV file. You will need to fill out a template file with your loads’ information and import the data to Carrier TMS via .CSV upload. 

This article will cover: 

  • Downloading the load's import template file
  • Required fields 
  • Uploading the import file to Carrier TMS

 

To download the loads’ import template file:

  1. On your left dashboard, go to Settings > General Settings > Bulk Import
  2. On the Bulk Import page, select the import type Loads
  3. Download the loads’ import template by clicking on Download Template

The template will be downloaded and saved to your computer under the filename “loads-import-template”.

 

To format the loads’ import template file:

  1. Open the loads-import-template file and delete rows 2 - 3.
  2. Refer to the table below of cell formats and required/optional fields while filling out the template.

Important: Please do not change the column header names. Changes to the column headers will prevent the system from matching the correct fields to upload the loads’ data.

Column Name

Description

Format

Required/Optional

Pick up date

Pick-up date

MM/DD/YYYY or YYYY-MM-DD*

Required

Pick up street

Pick-up street 

MM/DD/YYYY or YYYY-MM-DD

Required

Pick up city

Pick-up city

Free form text

Required

Pick up state

Pick-up state

Free form text

Required

Pick up postal code

Pick-up postal code

Number format

Required

Delivery date

Delivery date

MM/DD/YYYY or YYYY-MM-DD

Required

Delivery street

Delivery street 

Free form text

Required

Delivery city

Delivery city

Free form text

Required

Delivery state

Delivery state

Free form text

Required

Delivery postal code

Delivery postal code

Number format

Required

Driver name

Driver’s name

Free form text

Optional

Driver email

Driver’s email address

Standard email format

Optional

Driver phone number

Driver phone number

Standard phone number format

Optional

Truck number

Truck number

Free form text

Optional

Trailer number

Trailer number

Number format

Optional

Load rate

Rate per mile

Number format

Optional

Customer name

Customer name

Free form text

Optional

Customer email

Customer email

Standard email format

Optional

Customer phone number

Customer phone number

Standard phone number format

Optional

Customer street

Customer street

Free form text

Optional

Customer city

Customer city

Free form text

Optional

Customer state

Customer state

Free form text

Optional

Reference number Load reference number Number format

Optional

 *The accepted date formats are: MM/DD/YYYY or YYYY-MM-DD.

Important: Whenever a second or third (and so on) driver/delivery address is informed, the whole chain of requirements apply for that unit, meaning all the info becomes required as well. For example, if Driver name 2 (2_driver_name) is informed, all the 2_address/2_driver fields must be provided as well.

 

To upload the loads’ import template file:

  1. Save the file as a .CSV file.
  2. Navigate back to the loads’ bulk import page > click Upload File
  3. A list with the loads’ information from the .csv document will appear at the bottom of the page. Check if everything is correct and click Import Loads on the top right of the page.

The loads’ list will be added in Carrier TMS. If you are experiencing issues uploading the template, please send a copy of the loads’ import template file to our support team for further assistance. 

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.