The purpose of this article is to describe the process of uploading factoring companies in bulk to the TMS. These factoring companies can then be assigned to the carriers under LSP Carriers.
For a detailed process on how to assign the factoring companies to the carriers or how to create the factoring companies manually, visit Managing Factoring Companies.
Template
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To download the template, go to the main dashboard, and at the top, click LSP.
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Click Onboarding Guide
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Under Imported, click the Factoring Companies option.
- 4. Click the Template button at the bottom of the modal, this will download the Excel file that is needed to be imported correctly
Note: You will need TMS Admin permissions to access the Onboarding Guide.
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Verification Checklist
- The Name of the organization is the only required field by the system. Make sure there are no duplicated company names.
- The State must be limited to 2 alpha characters.
- Make sure Zip codes are entered as text with leading 0s when necessary. "07761" instead of "7761" (consider that Excel will remove leading 0s if you do not format the cell as text).
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Remember that the system will allow you to have zip codes with no less than five characters but a maximum of 7.
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For Country/Invoice Country, are mandatory, ensure you add USA or Canada in that exact format. For other Countries, make sure to spell the name correctly. Avoid abbreviations in both cases because that will cause the upload to fail. Remember you can always check the TMS and see how this name shows up there.
- The same rules apply to Invoice State, ZIP, and Country.
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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.
- All of the other columns are optional but make sure if the customer sends it you put it in the template and none of the columns or cells have special formatting or characters.