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How to Create Loads via .CSV Inside Shipper TMS

Table of Contents

    Introduction

    Creating multiple loads at once in Shipper TMS is simple and efficient with the .CSV Import feature. By uploading a properly formatted .CSV file, you can quickly populate multiple loads into your Shipper TMS dashboard, saving time and reducing manual entry errors. This guide will walk you through the step-by-step process of preparing and importing your .CSV file.

    How to Create Loads via .CSV Import

    Follow the steps below to create loads using the .CSV import feature:

    Step 1: Prepare Your .CSV File

    • Download the Template: Log in to your Shipper TMS account and navigate to the Orders page. Click on Import Orders, then download the .CSV template provided to ensure you’re using the correct format.
    • Fill in Load Details: Populate the template with your load details, such as:
      • Pickup and delivery addresses (street, city, state, and zip codes)
      • Vehicle information (make, model, year, type, and condition)
      • Payment terms and method (e.g., SuperPay, COD)
      • Carrier price and any special notes
    • Save the File: Once complete, save your .CSV file on your computer.

    Step 2: Access the Import Orders Feature

    • Navigate to the Orders section of the dashboard.
    • Click on the Import Orders button located in the top-right corner.

    Step 3: Upload Your .CSV File

    • Click Choose File and select the prepared .CSV file from your computer.
    • Click Upload to begin the import process.

    Step 4: Review Your Data

    • After uploading, the system will validate your file to ensure it meets the required format.
    • If there are errors, they will be displayed on the screen. You can download an error report, correct the issues, and re-upload.

    Step 5: Confirm Import

    • Once your file passes validation, confirm the import to create the loads.
    • You will receive a success message, and the loads will appear in the Orders section.

    Tips for a Successful Import

    • Double-Check Formatting: Ensure all columns in the .CSV file match the provided template.
    • Use Accurate Data: Verify pickup/delivery addresses, vehicle details, and payment terms.
    • Save Frequently: Save your .CSV file periodically while editing to avoid data loss.
    • Monitor for Errors: Use the error report provided during validation to fix issues quickly.

    Benefits of the .CSV Import Feature

    • Time-Saving: Import multiple loads at once instead of entering them individually.
    • Error Reduction: The template helps ensure consistency and minimize mistakes.
    • Batch Management: Easily manage large shipment volumes with minimal effort.