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. Rows 2 and 3 will contain prefilled values as examples of the cells' format. Please delete these rows to ensure the example data isn't imported as loads.
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.

Important: You can leave the fields for additional drivers and addresses blank if there are no additional drivers assigned to the load. However, if you do have an additional driver, you must fill out all the information related to that second, third, or any subsequent driver/address.

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 will be uploaded to Carrier TMS. Importing several loads at once may take the system a bit longer to process the file. To prevent duplicates, please refrain from reimporting the file, as the loads will show up in your account within a few minutes.

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.