Bulk Carrier Import with CSV Files

< p > Save time by importing multiple carriers at once using CSV files.This guide covers everything you need to know about bulk importing carrier data.

< h2 > CSV Import Overview < p > The CSV import feature allows you to:

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Import up to 500 carriers at once

< li > Include basic carrier information and insurance data < li > Automatically generate onboarding links < li > Skip carriers with errors while importing valid ones < h2 > Downloading the CSV Template < ol >

Go to your Dashboard

< li > Click "Import CSV" button < li > Download the template file < li > Open in Excel, Google Sheets, or similar < h2 > CSV File Format < h3 > Required Columns < ul >

Company Name: Legal business name of the carrier

< h3 > Optional Columns < ul >

DOT Number: Department of Transportation number

MC Number: Motor Carrier authority number

Email: Primary contact email address

Phone: Primary contact phone number

Insurance Expiration: Insurance policy expiration date

< h3 > Date Format < p > Insurance expiration dates must be in one of these formats:

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MM / DD / YYYY(e.g., 12 / 31 / 2025)

< li > YYYY - MM - DD(e.g., 2025 - 12 - 31) < li > MM - DD - YYYY(e.g., 12 - 31 - 2025) < h2 > Preparing Your CSV File < h3 > Data Collection Tips < ul >

Ensure company names are accurate and complete

< li > Verify DOT and MC numbers are correct < li > Use consistent email and phone formats < li > Double - check insurance expiration dates < h3 > Common Data Issues to Avoid < ul >

Missing or blank company names

< li > Invalid email address formats < li > Inconsistent date formats < li > Special characters in company names < li > Duplicate carrier entries < h2 > Importing Your CSV File < h3 > Step - by - Step Import Process < ol >

Click "Import CSV" from your dashboard

< li > Select your prepared CSV file < li > Review the import preview < li > Check for any validation errors < li > Click "Import Carriers" to proceed < li > Review the import results < h3 > Import Preview < p > Before importing, you'll see:

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Total number of rows detected

< li > Number of valid carriers < li > List of any validation errors < li > Preview of the first few carriers < h2 > Handling Import Errors < h3 > Common Error Messages < ul >

"Company name is required": Add missing company name

"Invalid email format": Fix email address format

"Invalid date format": Use correct date format

"Row exceeds maximum": File has more than 500 carriers

< h3 > Error Resolution Strategy < ol >

Note which rows have errors

< li > Fix the issues in your CSV file < li > Re -import the corrected file < li > Or proceed with valid carriers only < h2 > After Import < h3 > What Happens Next < ul >

Imported carriers appear in your dashboard

< li > Onboarding links are automatically generated < li > Carriers start with MISSING status < li > You can send onboarding emails immediately < h3 > Post - Import Tasks < ol >

Review imported carriers for accuracy

< li > Send onboarding links to carriers < li > Add any missing information manually < li > Set up custom alert preferences if needed < h2 > Plan Limits and Considerations < h3 > Free Plan < ul >

Import up to 10 carriers total

< li > Basic CSV import functionality < h3 > Starter Plan < ul >

Import up to 50 carriers total

< li > Email templates included < h3 > Professional Plan < ul >

Import up to 250 carriers total

< li > Advanced import features < li > Priority support for import issues < h2 > Best Practices < ul >

Start with a small test import(5 - 10 carriers)

< li > Keep a backup of your original data < li > Import during off - peak hours < li > Prepare onboarding emails before importing < li > Plan follow - up actions for new carriers < h2 > Troubleshooting < h3 > File Won't Upload < ul >

Check file size(must be under 5MB)

< li > Ensure file is saved as .csv format < li > Try using Chrome or Firefox browser < h3 > Import Takes Too Long < ul >

Large imports may take several minutes

< li > Don't close the browser window < li > You'll get an email when import completes