Import Records to Load Manager

Import Records to Load Manager

You can upload existing records of customers, carriers, and loads to Load Manager using our import feature.  In this article we will demonstrate how the to upload customer to your TMS.   To uploads Carriers and Loads follow the same directions under the Carrier and All Loads tabs. 

To get started Log in to your Load Manager TMS.  And navigate to your Customer Tab screen: 


To the upper right click on the Sample File 


Open the sample file in your preferred spreadsheet program.   Here you will the column titles and the format needed to upload your records. 


A few things to note
  1. Customer Code (column A) can be any designation you wish, this is for internal reference only.  This is a required field.  If you do not have a preference, you may wish to simple use the customer name or a part of it.  Avoid special characters and make sure each customer code is unique so each customer entered will have its own unique code for your records. 
  2. Payer column  (column B) should be TRUE for all your paying customers.  This is a required field.  Pickup (shippers) and Drop off (consignees) locations may be set to FALSE> if you only want these customer entries to appear as pickup and drop off location options and not general customer.  If you are not sure which to choose we suggest typing in this field all entries TRUE .
  3. Office (column C) column can be used to assign your customers to different offices.  This is a required field.  If you do not currently have different offices set up in your TMS system.  Please set all entries to Main.  To learn more about offices go here https://desk.zoho.com/portal/loadmanager/en/kb/articles/office  
  4. Company Name (column D) is where you will put your customer's name or the label you wish to identify this entry by when entering it in future loads. 
  5. Address column through to Country column ((column E-K) is used to enter the full address of the customer entry.  Please note the city, state, and zip code, have to be in their labeled columns.  For a quick way to separate address with the city and state in the same column watch this video: https://youtu.be/KJSJdMGQi6
  6. All other columns are option.   
  7. All cells (text boxes) should only be one line. So for example if you have a Address that has an Apt number on a seperate line use the Address 2 column for the Apt number
  8. If possible avoid commas
  9. Do not delete the column headings (row 1).  This should stay in the file that you will be uploading
  10. Make sure to use the correct sample file for the type of entry records you are uplaods (customer sample file for customer, load sample file for loads, etc)
  11. Make sure all required fields are fill out correctly
When you are ready to upload your file. Click on choose file


Load Manager will notify you when your file has been imported successfully.  If something went wrong.  Review the above step.  If you do not see any changes that need to be made.  Send a support ticket with the file attached.  We will look at it and assist. 

If you get frustrated at all reach out to your Load Manager Support Team.  As we are here to assist.  





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