You can import customer, lead, and stop records into Load Manager using the CSV import option on the Customers screen. The import area includes a customer sample CSV file. Download and use that sample file first so your upload follows the format Load Manager expects.

Import Customers, Leads, or Stops from CSV

1. Go to the Customers screen.
2. In the Import Via CSV area, click Download Sample File.
3. Open the sample file in your preferred spreadsheet program.
4. Enter your customer, lead, or stop records using the sample file headings and format.
5. Return to the Customers screen.
6. Click Choose File in the Import Via CSV area.
7. Select your completed CSV file to upload it.

Customer Import Fields

The customer sample file can be used for customers, leads, and stops. The following fields are especially important for customer, lead, and stop imports.

Customer Code (column A) is required. This can be any internal designation you want to use for the customer. If you do not have a preference, use the customer name or part of the customer name. Avoid special characters, and make sure each customer code is unique.

Leads / Customers / Stops (column B) is required. This field controls what type of record is created during the import.

Use one of the following values:

• Customers: 1 or Customers
• Stops: 0 or Stops
• Leads: 3 or Leads

Customers are paying customer records. Stops are pickup or drop-off locations that should appear as stop options but not as general customers. Leads are prospect records.

Office (column C) is required and can be used to assign customers to different offices. If you do not currently have different offices set up in your TMS, enter Main for all records. To learn more about offices, see the office article: Office Overview.

Company Name (column D) is where you enter the customer name or the label you want to use when selecting this record for future loads.

Address through Country (columns E-K) are used for the full customer address. City, state, and zip code must be entered in their labeled columns. For help separating an address that has city and state in the same column, watch this video: https://youtu.be/KJSJdMGQi6.

All other columns are optional unless your sample file indicates otherwise.

Import File Tips

• Use the customer sample file from the Customers screen.
• Do not delete the column headings in row 1.
• Keep each cell to one line of text. For example, if an address has an apartment or suite on a separate line, use the Address 2 column.
• Avoid commas when possible.
• Make sure all required fields are filled out correctly before uploading.

After Uploading

Load Manager processes the file and shows the import progress on screen. Review the results after the upload finishes. If a row fails, check the message shown for that row and compare the file against the customer sample file.

You can also review customer import results from the CSV Import Log under Customers. If you still need assistance, send a support ticket with the file attached and our team will help review it.