Migration Guide: New Company vs. Established Broker

Migration Guide: New Company vs. Established Broker

Migration Guide: New Company vs. Established Broker

Before You Use This Article

Before your first setup session in Load Manager, decide which path fits your company. A new company and an established broker usually need the same core setup, but the order and amount of data preparation are different.

Path A: New Company

Use this path if you are starting fresh or if your existing data is not ready to import.

  1. Confirm your company information and upload your logo.
  2. Connect your email.
  3. Add your first customer.
  4. Add or onboard your first carrier.
  5. Create one test load from start to finish.
  6. Review the rate confirmation, BOL, and invoice for accuracy.
  7. Confirm dispatch and tracking options.
  8. Train your team on the daily workflow.

The goal is to make one complete load work correctly before adding all customers, carriers, and users.

Path B: Established Broker

Use this path if you already have customer, carrier, driver, or load history that needs to move into Load Manager.

  1. Export customer, carrier, driver, and reference data from your current system.
  2. Review the files for duplicates, old records, and missing required information.
  3. Confirm your desired starting load number and load number format.
  4. Confirm company profile, logo, document settings, and email connection.
  5. Set up users, roles, offices, and permissions.
  6. Import or enter records in a controlled order.
  7. Create test loads using real-world examples from your operation.
  8. Review reports, invoices, rate confirmations, and dispatch workflows before going live.

Decision Guide

Question Best Path
You are new and do not have much existing data. New Company
You have a current customer and carrier list to preserve. Established Broker
You need to continue an existing load number sequence. Established Broker
You want to learn the workflow before adding many records. New Company
You use EDI, QuickBooks, or load board integrations today. Established Broker

Best Practices

  • Run a complete test load before go-live.
  • Review imported data before your team starts using it daily.
  • Confirm document layouts before sending customer-facing paperwork.
  • Keep setup simple at first, then add advanced workflows after the core process is working.

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