The purpose of this article is to describe the process of uploading carriers in to the TMS. These Carrier will be available on the customers LSP Carrier List.
Template
- To download the template, go to the main dashboard in the TMS, and at the top, click
- Click Implementation Guide
- Under Imported, click the Carriers
Note: You will need TMS Admin permissions to access the Implementation Guide.
- Click the Templatebutton at the bottom of the modal
The only required field by the system would be the name, DOT or MC Number of the Carrier you are uploading, but there are some special instructions to consider before doing so:
- Make sure zip codes are entered as text with leading 0s when necessary. "07761" instead of "7761".
- 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.
- Make sure none of the columns or cells have special formatting or characters.
- Carrier identifier column use only the DOT number or the MC. Cannot be combined
- Make sure there are no duplicated company names, DOT or MC numbers.
Carrier Template
- For the carrier identifier, make sure you have a valid one; in the case of MC#, ensure they have at least six digits.
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Carrier Identifier: The system can Identify the carrier by MC or DOT #. By default, we search by MC #, but in the second step, there is a toggle you can use to use DOT instead.
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Supported Shipment Types: Select from LTL, Cartage, Domestic Freight, Drayage, or Truckload. Make sure you spell them in that specific format. Avoid abbreviations because they will cause the upload to fail.
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Requires 1099: Value equals "True" or "False".
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Accepts Credit Card: Value equals "True" or "False".
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Payment Frequency: Value equals "Not Set", "Weekly", "Monthly"
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Preferred Payment Type: Value equals "Cash", "Credit", "CreditCard", "ACH", "Other"
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Address information will be pulled directly from the physical address of the carrier master.
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Preferred states: 1 for Inbound, 2 for Outbound, and 3 for both. If 0 or left blank system will default to None.
Contact Template
- 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.
- Carrier Identifier: Make sure you have a valid one; in the case of MC#, ensure they have at least six digits.
- Contact type: This can equal Driver, Terminal, Dispatcher, Airport, Sales, Accounting, or other.
- Airport Serviced: Any airport code such as LAX, ADK, JFK, DFL, etc.
Uploading the Template
- To upload the final document to the system, go to the main dashboard in the TMS, and at the top, click LSP.
- Click Implementation Guide
- On the modal, click Next
- If you are using MC numbers for the carrier Identifier, toggle on the button to use MC numbers instead
- Choose the file and click Upload
- The email address field should be populated automatically.
Troubleshooting Import Errors
The most common errors on this import are related to the DOT and/or MC numbers, the email address, or the special characters. If this happens, ensure the email is in a valid format. If multiple emails exist, separate them with a comma and a space and not a semi-colon.
For the zip codes, ensure they have the leading 0s if needed, and there are no more than five digits on them.