The .CSV Import feature in Shipper TMS lets you create multiple loads at once by uploading a formatted spreadsheet. This is faster than manual entry and reduces errors when handling large shipment volumes.
How to Create Loads via .CSV Import
Step 1: Prepare Your .CSV File
Log in to your Shipper TMS account and navigate to the Orders page. Click Import Orders, then download the .CSV template to ensure you're using the correct format.
Fill in the template with your load details. The template includes the following columns:
- Pickup address β street, city, state, zip code
- Delivery address β street, city, state, zip code
- Vehicle information β make, model, year, type, condition
- Payment method β e.g., SuperPay, COD
- Payment terms
- Carrier price
- Notes β any special instructions
Once complete, save the file to your computer.
Step 2: Access the Import Orders Feature
Navigate to the Orders section of the dashboard and click Import Orders in the top-right corner.
Step 3: Upload Your .CSV File
Click Choose File, select your prepared .CSV file, then click Upload to begin the import.
Step 4: Review Your Data
The system validates your file after upload. If there are errors, they will be displayed on screen. Download the error report, correct the issues in your file, and re-upload.
Step 5: Confirm Import
Once your file passes validation, confirm the import to create the loads. You'll see a success message and the loads will appear in the Orders section.
Tips for a Successful Import
- Match the template exactly β all column headers must match the downloaded template or the import will fail.
- Verify addresses and vehicle details β errors in pickup/delivery addresses are the most common cause of validation failures.
- Save your file frequently while editing to avoid data loss.
- Use the error report β if validation fails, download the report to identify and fix specific rows before re-uploading.
Next Steps
Learn more about managing orders in Shipper TMS: