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Bring in your old data

Load your customers, carriers, drivers, loads and more from a spreadsheet exported from your old system.

For brokers and company admins with the TMS. You need a CSV or Excel file. Nothing is saved until you have seen the dry run. The screenshots import three sample customers.

Steps

Each picture has a red box around what to click. Words in bold are the names you will see on the screen.

  1. Step 1: Open Import

    Click Settings, then TMS Settings, then Import in the list on the left.

    The TMS Settings page with the Import choice at the bottom of the left list circled in red.

    You should see: A box called Import from your old TMS opens.

  2. Step 2: Choose what you are importing

    Pick an Import type such as Customers, Carriers, Drivers or Loads. Click Download the Customers template to get a file with the right column names.

    The Import box with the Import type list set to Customers and circled in red, and a Download template link below it.

  3. Step 3: Choose your file

    Click Choose a CSV or Excel file and pick your file. The first row must hold the column names. You can bring up to 20,000 rows.

    The Upload your file step with the Choose a CSV or Excel file button circled in red.

    You should see: Nothing is saved yet.

  4. Step 4: Match your columns to ours

    The next box lists our fields on the left and a drop-down of your columns in the middle. We match by name when we can. Fix any that are wrong. A “First value” column shows the first row from your file.

    The Match your columns to ours table with each field and a drop-down of your file columns, circled in red.

    You should see: If these are old records from your old system, tick These are past records from my old TMS so we keep their status and send nothing.

  5. Step 5: Run the dry run

    Scroll down and click Run the dry run. This only checks the file.

    The bottom of the matching table with the Run the dry run button circled in red.

    You should see: A box called Dry run appears.

  6. Step 6: Read the result

    It says how many to create, how many already exist and will be skipped, and how many have a problem.

    The Dry run result saying 3 to create, 0 already exist, 0 with errors, circled in red.

    You should see: Click Download the row report (CSV) to see every row. Fix any rows with a problem in your file and run it again.

  7. Step 7: Import it

    Click Import 3 records (the number is yours).

    The Import 3 records button circled in red under the dry run result.

  8. Step 8: Check it finished

    The box turns green and says “Import complete”, with how many were created.

    The finished import with the label Imported and the message Import complete: 3 created, 0 already existed, 0 with errors.

    You should see: Imported records never trigger emails or reminders. Imported carriers stay unverified until you verify or trust them. Importing the same file again creates nothing new.

If something goes wrong

The dry run shows rows with a problem.
Download the row report, fix those rows in your file, and run the dry run again. Nothing was saved.
My dates came in wrong.
Under Dates in this file pick the order your file uses (month first, day first, or year first) and run the dry run again.
I imported the same file twice.
No harm done. Rows that already exist are skipped.
My old system’s columns do not match.
Use Save preset to keep your matching for next time.

Still stuck? Open Help & Support in the left menu of the app and send us a message.

What next

These guides usually come next:

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