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How do I bulk add/update my carriers?

  • Updated

The carrier template import allows you to add new carriers or update existing carriers in bulk to your Shipper Guide carrier network.

This article will cover:

To download the template file:

1. On your left dashboard, click Carriers.

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2. On the Carrier Management page, click EXPORT CARRIERS.

The template file will be downloaded and saved to your computer under the filename “Carriers Template”.

 

To format the template file:

Open the carrier template file and reference the accepted formats and required/optional fields below while filling out the template. 

The existing carriers’ information will be on the template file if you have carriers on your network.

Important: Please do not change the column header names as it will prevent the system from matching the correct fields to import carriers’ information.

Column

Description

Format

Required/Optional


Name


Carrier’s Name

 

Free form text

Up to 65 characters

Required


Dot


Department of Transportation number

Alpha-numeric

Up to 10 characters


Required


Email


Primary contact that will be receiving bid emails

Standard email format

Up to 50 characters


Required


Mc


Motor Carrier number

Alpha-numeric


Up to 10 characters


Optional


Scac


Standard Carrier Alpha Code


Alpha-numeric

Up to 10 characters


Optional


Entity

Broker
or
Asset

 


Optional


Hq Address


Headquarters address

Standard address format

Up to 50 characters


Optional


Bipd On File


Bodily Injury and Property Damage insurance

Numeric

Up to 10 characters


Optional


Cargo On File


Cargo insurance

Numeric

Up to 10 characters


Optional


Notes

 


Free form text


Optional



Req Safety Passed



Safety requirements


Free form text

Up to 50 characters


Optional



Phone



Carrier’s phone number

Standard phone number format

Up to 12 characters


Optional




Tags


Use this to group your carriers.

Please see the following article on utilizing tags.


Free form text


Use a space in between tag values.

Up to 5 tag values




Optional

 

To upload the template file:

1. After filling out the carrier template, save the template as a CSV file. 

2. Navigate back to the Carrier Management page, and click ADD CARRIERS > Import Carriers (.csv).

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3. A pop-up window will appear to confirm if you would like to continue to import new carriers/update existing ones. Click mceclip3__15_.png and select the updated carrier template file. 

New carriers will be added, and changes to existing carriers will be updated to your carrier network.

Important: The system only accepts .csv file types. An error message will trigger if the template is not a .csv file. Also, an error message will trigger if required cells are empty or contain incorrect formatting. If you have issues importing the template, please send a copy of the carrier template file to Shipper Guide support at https://community.loadsmart.com/hc/en-us.

 

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