How do I import loads?

In Carrier TMS, the bulk import feature allows you to add multiple loads into the system through a .CSV file. You will need to fill out a template file with your loads’ information and import the data to Carrier TMS via .CSV upload. 

This article will cover: 

• Downloading the load's import template file
• Required fields 
• Uploading the import file to Carrier TMS

To download the loads’ import template file:

1. On your left dashboard, go to Settings > General Settings > Bulk Import
2. On the Bulk Import page, select the import type Loads
3. Download the loads’ import template by clicking on

The template will be downloaded and saved to your computer under the filename “loads-import-template”.

To format the loads’ import template file:

1. Open the loads-import-template file and delete rows 2 - 3.
2. Refer to the table below of cell formats and required/optional fields while filling out the template.

Important: Please do not change the column header names. Changes to the column headers will prevent the system from matching the correct fields to upload the loads’ data.

Column Name	Description	Format	Required/Optional
Pick up date	Pick-up date	MM/DD/YYYY or YYYY-MM-DD*	Required
Pick up street	Pick-up street	MM/DD/YYYY or YYYY-MM-DD	Required
Pick up city	Pick-up city	Free form text	Required
Pick up state	Pick-up state	Free form text	Required
Pick up postal code	Pick-up postal code	Number format	Required
Delivery date	Delivery date	MM/DD/YYYY or YYYY-MM-DD	Required
Delivery street	Delivery street	Free form text	Required
Delivery city	Delivery city	Free form text	Required
Delivery state	Delivery state	Free form text	Required
Delivery postal code	Delivery postal code	Number format	Required
Driver name	Driver’s name	Free form text	Optional
Driver email	Driver’s email address	Standard email format	Optional
Driver phone number	Driver phone number	Standard phone number format	Optional
Truck number	Truck number	Free form text	Optional
Trailer number	Trailer number	Number format	Optional
Load rate	Rate per mile	Number format	Optional
Customer name	Customer name	Free form text	Optional
Customer email	Customer email	Standard email format	Optional
Customer phone number	Customer phone number	Standard phone number format	Optional
Customer street	Customer street	Free form text	Optional
Customer city	Customer city	Free form text	Optional
Customer state	Customer state	Free form text	Optional
Reference number	Load reference number	Number format	Optional

 *The accepted date formats are: MM/DD/YYYY or YYYY-MM-DD.

Important: Whenever a second or third (and so on) driver/delivery address is informed, the whole chain of requirements apply for that unit, meaning all the info becomes required as well. For example, if Driver name 2 (2_driver_name) is informed, all the 2_address/2_driver fields must be provided as well.

To upload the loads’ import template file:

1. Save the file as a .CSV file.
2. Navigate back to the loads’ bulk import page > click
3. A list with the loads’ information from the .csv document will appear on the bottom of the page. Check if everything if correct and click on the top right of the page.

The loads’ list will be added in Carrier TMS. If you are experiencing issues uploading the template, please send a copy of the loads’ import template file to our support team for further assistance.