Skip to main content

Importing Drivers

  • Updated

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.png

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 namesChanges 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

email

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
or
FALSE

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
or
FALSE

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
or
1099

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
or
FALSE

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. 

 

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.