Sections:
Why Import my Orders?
Importing orders is designed to save you time if you have large amounts of orders to create. Maybe you have your own internal system you get your orders from, or maybe your customer emails you a list directly, in cases like these, it's best to import your orders!
How Do I Import Orders?
To begin, you will want to click on the Import Orders button found in the top right of your screen here:
Once there, you see a section where you can Import/Drag a CSV to. Below are instructions as to what prerequisites need to be met in order to successfully import an order. They are as follows:
Dates should be in the following format: MM/DD/YY or MM/DD/YYYY
Pickup Date Type and Delivery Date Type could be estimated, exact, not_later_than, not_earlier_than.
Pickup State and Delivery State should be 2-letter abbreviation
Transport Type could be OPEN, ENCLOSED, or DRIVEAWAY.
Vehicle Type could be sedan, suv, pickup, van, truck_daycab, truck_sleeper, motorcycle, 4_door_pickup, boat, rv, heavy_machinery, freight, livestock, atv, other.
Carrier Payment Terms could be ach, comchek, cash_on_pickup, cash_on_delivery, quick_pay, check_on_delivery, check_on_pickup, 5_days, 7_days, 10_days, 15_days, 20_days, 30_days, 45_days, other.
A quick and easy way to follow these steps is to download the template that follows these instructions to the letter. There is a Download CSV Template button at the very bottom of your screen. This button right below will also download the template too:
From there, you can use any spreadsheet program (Excel, Sheets, Numbers, etc.) to edit and plug in your orders.
Once you have finished editing the template, you will save this as a new file and import it in this section:
You will know it successfully imported your orders if it begins listing all orders within the spreadsheet.
NOTE: It can take some time to upload, depending on how many you are importing.
It should list them out like so:
If you are on this screen, you have successfully imported your loads!
FAQ
I just came from another management system. Can I import ALL of my loads into Super Dispatch?
It is possible. The loads would have to be fitted onto our CSV template.
Can Support import this data for us?
We do not offer data collection or the creation of a CSV file.
Where do I go to export data from my previous system?
Unfortunately, we will not be able to assist with this. All systems are different and you may have to contact their support team to find out how.
When I import my loads, will they go to their appropriate status? (Picked Up, Delivered, Etc.)
All loads that are imported begin in New status.
Can you move these orders into their appropriate status for us?
We cannot do this for you. You do have the tools to do this in bulk.
If I move all of these Imported History Loads to Delivered, will I be charged for them?
Please contact your Success Manager before bulk delivering your loads! We can contact billing and avoid this being charged to your account. If you do not contact us, you will be charged.
I am getting an error message when I try to import a load. I can't import the file.
Contact Support and send us the spreadsheet file! There is a chat line in the bottom right of your screen. Click Send us a Message and we can help find out what's going on!
If you have any additional questions that weren't covered by this article, please visit our Help Center found HERE where you can find answers to many other features within Super Dispatch. Of course, you are more than welcome to ask the support team any questions you may have by starting a conversation in our chat line or calling us at 816-974-7002.