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      Back to home
      1. Knowledge Base
      2. Onboarding
      • Accounting
        • General
        • Accounting Sync
        • Accounts Payable
        • Accounts Receivable
        • Commissions
      • Back Office Features
      • Company Docs
      • Customers
        • Portal
        • Management
      • Email Configuration
        • Front
        • Google
        • Microsoft
        • IMAP
      • Front Office Features
        • Front Office Tracking
      • General
      • Insurance
      • Integrations
        • Accounting
        • Factoring
        • Load Board
        • Other
        • Payment Gateways
        • Rating
        • Tracking
        • Digital Freight Matching
        • Carrier Onboarding
      • Internal Knowledge Base
        • Security
      • Onboarding
        • Welcoming
        • Imports
        • Integration
        • Transition
      • LSP
        • Carriers
        • Organization Management
        • Shipment Alerts
      • Public API Documentation
        • Accounting
        • Webhooks
        • Shipping Service
      • Rates
      • Reports
      • Sales
      • Shipments
        • General
        • Bulk/Admin
        • Domestic Freight
        • International
        • LTL
        • Truckload
      • Content Templates (Document Changes)
      • Tai Email Assistant
      • Tai Marketplace
      • Tai Software Write Ups
        • Informational Articles with Video
        • Tai Software Application Billing
        • TMS Documentation
      • Video Library
      • What's New?
        • 2025 Releases
        • 2024 Releases
        • 2023 Releases
        • 2022 Releases
        • 2021 Releases

      Onboarding

      Welcoming

      • New Customer in Tai - Onboarding Process
      • Special Projects with Onboarding

      Imports

      • How to upload LSP Staff members
      • How to Upload Customers & Staff
      • How to Upload Addresses & Products
      • Address Book
      • How to Upload Factoring Companies
      • How to Upload Carriers
      • How to Upload Shipment History
      • Introduction to Shipment Importer
      • Shipment Importer
      • Shipment Importer - Drayage
      See more

      Integration

      • Integrations Set-Up

      Transition

      • Training Completion Workshop (Onboarding)
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      Tai Software Knowledge Base
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