This article outlines how to use the Shipment Importer to upload shipments via Excel, select customers and carriers, set shipment status, and use smart quoting. It also notes key limitations like no support for multiple commodity lines.
This article will show you how to utilize the Shipment Importer:
Quick Reference Video Summary:
- Importer tool allows you to:
- Select a Customer to import shipments for
- Select a Carrier to import shipments for (can be omitted in order to let the system generate the least-cost carrier via smart quote) By default, LSP Broker Carriers will be displayed. Use the toggle switch to access the Master Carrier database, as needed.
- Enter an email to be mailed the import results
- Select a default shipment status for the imported shipments ( If you select Ready to Dispatch and it's an LTL shipment, once the shipments are uploaded, they will dispatch)
- Upload your excel import file
- Template:
- Shipment ID column should be left blank, as '0,' so that the system can assign shipment IDs to these
- If column AS & AT (Buy / Sell Pricing) and the Carrier field are left blank, the system will check for this and automatically generate a smart quote to select the least cost carrier for each shipment in the import file
- Use the template to know which fields are required for import
- Options for the Handling/Package Unit Type: Shipment Importer
- Accessorial options: List of Accessorials
- Shipment Uploads / Imports will show up in your shipment search screens as the most recently created shipments for the customer selected for importing
Additional notes:
- The importer does not support imports of shipments with multiple commodity lines.
- The importer will ignore transit time when importing Truckload shipments.