In Carrier TMS, the bulk import feature allows you to add multiple driver profiles into the system through a .csv file. You will need to fill out a template file with your drivers’ information and import the data to Carrier TMS via .csv upload.
This article will cover:
- Downloading the drivers’ import template file
- Formatting cells
- Uploading the import file to Carrier TMS
To download the drivers’ 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 Drivers
3. Download the drivers’ import template by clicking on Download Template
The template will be downloaded and saved to your computer under the filename “drivers-import-template”.
To format the drivers’ import template file:
1. Open the drivers-import-template file, take a look at the examples on rows 2 - 4 and then remember to delete them from the file.
2. 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 made to the column headers will prevent the system from matching the correct fields to upload the drivers’ data.
|
Column Name |
Description |
Format |
Example |
Required/Optional |
|
name |
Driver’s full name |
Free form text |
John Adams |
Required |
|
|
Driver’s email address |
Standard email format |
john@email.com |
Required |
|
phone |
Driver’s primary phone number |
Standard phone number format, with or without symbols |
1234567890 |
Required |
|
second_phone |
Driver’s secondary phone number |
Standard phone number format, with or without symbols |
Optional |
|
|
active |
Driver’s status |
TRUE |
TRUE |
Optional |
|
truck |
Driver’s assigned truck number |
Free form text |
001 |
Optional |
|
trailer |
Driver’s assigned trailer number |
Free form text |
0049 |
Optional |
|
private_data.ssn |
Driver’s SSN |
Standard SSN format, with or without symbols |
222.33.4444 |
Optional |
|
dob |
Driver’s date of birth |
Standard Date Format MM/DD/YYYY |
01/13/2020 |
Optional |
|
notes |
Driver’s notes |
Free form text |
Optional |
|
|
address1 |
Driver’s street address |
Free form text |
Optional |
|
|
address2 |
Driver’s apartment, floor, suite, building # |
Free form text |
Optional |
|
|
city |
Driver’s city |
Free form text |
Optional |
|
|
state |
Driver’s state |
2-letter state abbreviation |
OH |
Optional |
|
zip_code |
Driver’s zip code |
Free form text |
Optional |
|
|
driver_fleet_id |
Driver’s fleet ID |
Free form text |
Optional |
|
|
owner_operator |
Does the driver own the truck? |
TRUE |
FALSE |
Optional |
|
payment_type |
Type of payment for this driver |
Miles or Percentage or Trip |
Percentage |
Optional |
|
payment_value |
Value for the payment type |
Number format |
70 |
Optional |
|
tax_bracket |
Company employee or contract driver |
W2 |
W2 |
Optional |
|
tax_id |
Number of driver’s ID in bracket |
Number format |
987433245 |
Optional |
|
hire_date |
Driver’s hire date |
Standard Date Format MM/DD/YYYY |
01/13/2020 |
Optional |
|
termination_date |
Driver’s termination date |
Standard Date Format MM/DD/YYYY |
01/13/2020 |
Optional |
|
termination_reason |
Driver’s termination reason |
Free form text |
Optional |
|
|
w2_tax.fiwh |
Percentage Federal Income Withhold (FIWH) |
Number format |
0.02 *2% |
Optional |
|
w2_tax.mcwh |
Percentage Medicare Withhold (MCWH) |
Number format |
0.20 *20% |
Optional |
|
w2_tax.siwh |
Percentage State Income Withhold (SIWH) |
Number format |
0.02 *2% |
Optional |
|
w2_tax.sswh |
Percentage Social Security Withhold (SSWH) |
Number format |
0.20 *20% |
Optional |
|
receives_per_diem |
Does the driver receive per diem? |
TRUE |
FALSE |
Optional |
|
company_name |
Driver’s company name |
Free form text |
JOHN CORP |
Optional |
To upload the drivers’ import template file:
1. Save the file as a .csv file.
2. Navigate back to the drivers’ bulk import page > click Upload File
3. A pop-up window will appear, select the completed drivers’ import template file and click Import Drivers
The drivers’ profiles will be added to Carrier TMS. If you are experiencing issues uploading the template, please send a copy of the drivers’ import template file to our support team for further assistance.
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