Migration Guide: New Company vs. Established Broker

Before You Use This Article

• Access needed: Load Manager login and permission to use this screen, report, setting, or workflow.
• Use this article when: you are using this exact Load Manager feature and have the access listed above.
• Use a different article when: you are choosing a full setup path for your company instead of using one reference article; start with Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.

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.

Screen cue: start both migration paths by confirming company identity, logo, document basics, and account defaults.

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.

Screen cue: established companies should review customer and carrier lists carefully before importing or entering operational records.

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

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.

Related Articles

• Company Info and Logo
• Set Up Email
• Import Customers, Leads, and Stops from a CSV File
• EDI in Load Manager: Getting Started