Import Customers, Leads, and Stops from a CSV File

Import Customers, Leads, and Stops from a CSV File

Import Customers, Leads, and Stops from a CSV File

Use this article to add multiple customer, lead, or stop records at one time from the Customers screen. This import is for customer-related records only. Loads, carriers, drivers, and equipment are imported separately.

Get the Sample File

  1. Go to Customers and find the Import Via CSV area.
  2. Click Download Sample File and open it in Excel or another spreadsheet program. Always download a fresh sample before preparing an import.

0Demo Customers screen showing the Import Via CSV choose-file area with customer list data masked

Customers tab and customer subnavigation in Load Manager

Prepare the CSV File

Do not change the column order or column names. Load Manager checks the headings during upload, and renamed or missing headings can stop the import. Use one row for each customer, lead, or stop, and save the file as .csv. Confirm the office name or code you plan to use before importing.

Column Field What to Enter
A Customer Code A unique code for the record. Required for each row.
B Leads/Customers/Stops The record type (see below).
C Office The office this record belongs to. If you only use one office, enter the office shown in your Load Manager setup.
D Company Name The name users see when selecting or searching for this record.
E-K Address, City, Postal/Zip, State, Country Keep city, state, postal or ZIP code, and country in their own columns.

Column B values: - Customers: Enter 1 or Customers for bill-to customers. - Stops: Enter 0 or Stops for pickup or delivery locations that are not bill-to customers. - Leads: Enter 3 or Leads for prospects or sales leads.

Address and contact tips: Put suite, unit, dock, or extra delivery details in Address 2 or Address 3. Keep each cell to one line and avoid commas inside cells. Use consistent spelling for offices, states, and countries. Enter remit, general, billing, and dispatch contacts in their matching columns.

Upload and Review

  1. Return to Customers and click Choose File in the Import Via CSV area.
  2. Select the completed CSV file and wait for Load Manager to process the rows.
  3. Review the success or error message shown for each row. If a row cannot be imported, its message tells you what to fix before trying again.
  4. Review the CSV Import Log under Customers. It shows the customer code, message, user, and date/time for each result. Use the search box to look up a customer code or message.

If you contact support, attach the CSV file and include the row number or customer code that failed.

Common Import Errors

Message or Issue What to Check
Invalid file extension Save the file as a .csv file before uploading.
Column headings are not valid Download a new sample file and copy your data into it without renaming, deleting, or reordering headings.
Customer Code already exists Change the code on that row to one that is not already in Load Manager.
Invalid value in Leads/Customers/Stops Use 1 or Customers, 0 or Stops, or 3 or Leads.
A row does not import Confirm the row has a customer code, record type, office, and company name, then review the row message in the CSV Import Log.

When importing a large list for the first time, start with a small test file. Fix failed rows in the CSV and re-upload only the rows that still need to be imported.

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