In Carrier TMS, the bulk import feature allows you to add multiple customer profiles into the system through a .csv file. You will need to fill out a template file with your customers’ information and import the data to Carrier TMS via .csv upload.
This article will cover:
- Downloading the customers’ import template file
- Formatting cells
- Uploading the import file to Carrier TMS
To download the customers’ import template file:
- On your left dashboard, go to Settings > General Settings > Bulk Import
- On the Bulk Import page, select the import type Customers
- Download the customers’ import template by clicking on Download Template
The template will be downloaded and saved to your computer under the filename “customers-import-template”.
To format the customers’ import template file:
- Open the customers-import-template file and delete rows 2 - 4.
- Reference 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 customers’ data.
|
Column Name |
Description |
Format |
Required/Optional |
|
name |
Customer’s name |
Free form text |
Required |
|
search |
Customer’s name |
Free form text |
Optional |
|
street |
Customer’s bill-to street address |
Free form text |
Required |
|
city |
Customer’s bill-to city |
Free form text |
Required |
|
state |
Customer’s bill-to state |
2-letter state abbreviation |
Required |
|
zip_code |
Customer’s bill-to zip code |
Free form text |
Optional |
|
contact_persons.0.name |
Customer primary contact name |
Free form text |
Optional |
|
contact_persons.0.note |
Customer primary contact notes |
Free form text |
Optional |
|
contact_persons.0.email |
Customer primary contact email address |
Standard email format |
Optional |
|
contact_persons.0.phone |
Customer primary contact phone number |
Standard phone number format |
Optional |
|
phone |
Customer’s phone number |
Standard phone number format |
Optional |
|
fax |
Customer’s fax number |
Standard phone number format |
Optional |
|
|
Customer’s email address |
Standard email format |
Optional |
|
billing_email |
Customer’s bill-to email address |
Standard email format |
Required to send invoices to the customer from Carrier TMS |
|
notes |
Customer’s notes |
Free form text |
Optional |
|
motor_carrier |
Customer’s motor carrier number |
Free form text |
Optional |
|
credit_rating |
Customer’s credit rating |
Free form text |
Optional |
|
federal_id |
Customer’s federal ID |
Free form text |
Optional |
|
invoicing_method |
Customer’s invoicing method |
Free form text |
Optional |
|
factoring |
Invoice Terms |
Free form text |
Optional |
|
macropoint_id |
Customer’s Macropoint ID |
Free form text |
Optional |
|
is_deleted |
Customer’s status |
TRUE |
Optional |
Important: Duplicate customers will prevent the template from uploading successfully. Please ensure that each customer line on the template is unique.
To upload the customers’ import template file:
- Save the file as a .csv file.
- Navigate back to the customers’ bulk import page > click Upload File
- A list with the customers’ information from the .csv document will appear on the bottom of the page. Check if everything is correct and click Import Customers on the top right of the page.
The customers' profiles will be added in Carrier TMS. If you are experiencing issues uploading the template, please send a copy of the customers’ import template file to our support team for further assistance.
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