CarrierTMS allows you to bulk import different assets!
- Importing Loads
- Importing Customers
- Importing Drivers
- Importing Trailers
- Importing Trucks
- Importing Facilities
We prepared a helpful and short video tutorial for you to watch. Take a look:
So, first, you have to download the import template. To do so, go to: Settings > General Settings, and click the 'Bulk Import' tab to select the type of asset you want to bulk import. Then, click the 'Download Template' button:
Now, you can use the template by opening it, deleting the example data, and pasting the information from your previous provider.
- the template is a csv. file and you must use Excel or Google Sheets to open it up!
- The headers should not be changed
- Each row must be a new entry of the asset you are adding to the document
Once you're done, save it and go back to CarrierTMS to upload the file by clicking 'Upload file':
Once you upload it, you'll see a preview of the asset you are importing. If everything is correct, click the button 'Import Loads' at the top right of the page.