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      How to Upload Addresses & Products

      This article will explain how to upload the customer Addresses & Products into the TMS, from the implementation guide.

      To upload in bulk, you will need to download a template.

      1. From the Dashboard, select LSP > Implementation Guide 
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      2. Select Addresses & Products
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      3. Then Template to download
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      4. Fill out the template with your customer information. Note the special instructions to make sure your upload goes smoothly.

        There are two tabs. 1st tab is for addresses (Shippers or Consignees), and 2nd tab is for products (Frequently used Commodities).

        General instructions

        • For Country, ensure you add USA or Canada in that exact format. Avoid abbreviations because they will cause the upload to fail.

        • For other Countries, make sure to spell the name correctly.

        • For the zip codes, ensure they have the leading 0s when applicable. (Consider that Excel will remove leading 0s if you do not format the cell as text).

        • Remember that the system will allow you to have zip codes with no less than five characters but a maximum of 6.

        • All Emails must be entered in a valid format or left blank. Invalid emails in any of the following fields will cause a failure to import.

        1. Address Template

          • Customer Name: Make sure to spell the name of the customer you want to add the location under correctly; otherwise, the upload will fail because the system will not find the customer.

          • Company Name: Shipper or Consignee name. This is what you will use the find the location in shipment creation.

          • Location type: This option can be Origin, Destination, or both. If you want to have a default origin or destination you have the option to select Set pickup or Set destination.

          • Loading Facility: Options are Business, Construction Site, and residential. Other options are Business Requiring Liftgate and Residential Requiring Liftgate; if you select these options, the system will choose liftgate automatically when you select this location as either pickup or destination.

          • Appointment Required: Options are True or False. If made True, this will select the appointment accessorial automatically.

        2. Product Template

          • Customer Name: Make sure to spell the name of the customer you want to add the product under correctly; otherwise, the upload will fail because the system will not find the customer.

          • Description: This is what you will use to find your product from the drop-down list when adding your commodity in shipment creation.

      5. Upload the completed template by selecting Next Step 3
      6. Select Choose File, choose the template file, then select Upload4
      7. If there's are any errors during the upload, the TMS will show you so they can be corrected. If successful, it will show you a count of the records that were uploaded.