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DAT – Convoy Marketplace Integration

The DAT – Convoy Marketplace integration helps you source carrier capacity when you're out of your own — posting loads directly to the Convoy marketplace and syncing the resulting carrier, tracking, documents, and billing back into Tai automatically.

 

Before You Start

Make sure you have:

  • An active DAT – Convoy Marketplace account (or be ready to create one during setup).
  • The DAT – Convoy Marketplace integration created/enabled in Tai.
  • A valid STAFFID Integration Source Parameter set to an active staff member with the right organization access (see Notification Contacts below). This is required — without it, inbound loads, tracking, and billing can't be assigned to your shipments.
    • The parameter name must be fully capitalized: STAFFID. A mismatch like StaffId is silently ignored and causes "user does not have access" errors.
Connecting Your Account

When you create an integration with DAT – Convoy Marketplace, you'll be redirected to the Convoy login / signup portal.

  • If you already have a Convoy account, log in.
  • If you don't, complete the Signup. At the end of signup, take the Onboarding Code and enter it in the Code section within Convoy. This links your TMS to the Convoy platform.
Notification Contacts (Integration Source Parameters)

You can tell Convoy which staff member to contact for specific purposes by adding parameters to the integration's Integration Source Parameters. Each parameter's Value must be a valid, active StaffId.

Parameter Name Purpose
STAFFID Required. The staff the integration acts as in Tai — used to assign inbound loads, carrier info, tracking, documents, and billing. Must have organization access to the relevant shipments.
MATCHING Contact for load matching.
LOAD_EXCEPTION Contact for load exceptions.
DOCUMENT_REVIEW Contact for document review.
INVOICING Contact for invoicing.
 ACCOUNTNAME   Payment Account

⚠️ Important — names are case-sensitive
Enter each parameter name exactly as shown above — all uppercase, with underscores (STAFFID, LOAD_EXCEPTION, DOCUMENT_REVIEW). A casing mismatch (e.g., StaffId) is silently ignored. For STAFFID specifically, this means the integration can't determine who it's acting as, and loads, tracking, and billing will fail to assign with a "user does not have access" error. The Value for each must be a valid StaffId.

Posting Loads to Convoy

Once connected, you can post loads to Convoy from the Truckload Quoting page.

A few requirements must be met for a posting to succeed:

  • Pickup Ready Date/Time and Close Date/Time must exist.
  • Delivery estimated Ready Date/Time and Close Date/Time must exist.
  • Offer Rate and Max Buy Rate must be added.
  • Equipment type must fall under one of these four categories:
    • Van – 53'
    • Reefer – 53' (Min/Max temperature required)
    • Flatbed – 48'
    • Step Deck – 48'

Any other configuration will not post. If something is missing or invalid, you'll see red text on the page indicating the problem.

⚠️ Troubleshooting — load won't post / red text on the quote page
Confirm that both pickup and delivery have a Ready and Close Date/Time, and that the equipment type is one of the four supported above. For Reefer, make sure Min/Max temperature is set.

Confirming a Posting
  • Success: a shipment alert named "Convoy" is added.
  • Failure: a Load Exception shipment alert is added.

In either case, open the Activity Log to see exactly what was missing or required after a posting attempt.

⚠️ Troubleshooting — Load Exception alert after posting
Open the shipment's Activity Log — it records the specific reason the post was rejected (e.g., invalid address, lead time, missing weight, rates). Fix the flagged item and repost.

When a Carrier Is Assigned

As soon as a carrier is assigned to the load, Convoy pushes the carrier information to Tai and assigns it to the specific shipment:

  • Driver information loads in as the Driver Contact Name and Driver Cell Phone Number.
  • If a trailer number is provided, it's added as well.
  • Buy Price + Convoy Tech Fee is set as your Total Buy on the shipment. You can adjust the Sell as needed.

New carriers

If the carrier is new to you, Tai generates a Carrier Profile marked "Imported from Convoy," and attaches:

  • the Broker–Carrier Agreement, and
  • the Insurance document from Convoy.

You can still run the carrier through your own Carrier Onboarding to collect packets yourself.

Canceling or Reassigning a Carrier
  • To cancel the load with the carrier, remove the carrier — this cancels the load on Convoy's side. If you'd like Convoy to rebook a new carrier, you'll need to repost.
  • You can also manually reassign a different carrier, which also cancels the load with Convoy.
Tracking

If you're happy with the assigned carrier and they're en route to pickup, you'll receive updates in Tai:

  • Location updates on the shipment.
  • When the carrier picks up, Actual Arrival Date/Times populate on the pickup location.
  • GPS updates appear in Location History.

You can continue to use your own tracking in parallel if you prefer.

Delivery

Once the shipment is delivered, the POD Date is set and the shipment moves into Delivered status.

Documents

Document Approval in the Convoy app attaches the documents to the load once they're approved on Convoy's side.

Billing & Payments
  • After Convoy invoices the load, Tai auto-approves a Bill for Convoy based on the charges provided.
  • If you prefer to manually approve the Bill, payment will still apply correctly as long as the Bill Number matches the Bill Number on Convoy's end.
  • Payments from Convoy are automatically uploaded to the approved Bill.

⚠️ Troubleshooting — Convoy payment didn't apply to the Bill
This almost always means the Bill Number doesn't match what Convoy has on record. Verify the Bill Number on your Bill matches Convoy's exactly, and the payment will reconcile.