Integrations / Csv Import Export
CSV Import & Export
Bulk load and carrier data using CSV files. Perfect for migrating historical data or posting 50+ loads at once.
CSV Import (Loads)
Uploading Loads
- Go to Tools → Upload Loads → Choose File
- Select a CSV with load data
- FreightConnect validates all rows
- Preview the import (shows any errors)
- Click Import to create load drafts
All loads land as drafts — you review and post them manually (or auto-post if enabled).
CSV Format
Required columns:
| Column | Type | Example | |---|---|---| | pickup_address | text | 123 Main St, Los Angeles, CA 90001 | | delivery_address | text | 456 Park Ave, New York, NY 10001 | | weight_lbs | number | 25000 | | equipment_type | dropdown | "dry_van" | "reefer" | "flatbed" | etc. | | rate | number | 2.15 | | pickup_date | date | 2026-04-15 or 2026-04-15T08:00:00 |
Optional columns:
| Column | Type | Example | |---|---|---| | shipper_name | text | XYZ Electronics | | shipper_email | email | ops@xyz.com | | shipper_phone | phone | +1-555-0123 | | commodity | text | Electronics | | freight_class | number | 85 | | delivery_date | date | 2026-04-18 | | special_instructions | text | Liftgate required, inside delivery | | cost_code | text | PO-12345 |
Example CSV
pickup_address,delivery_address,weight_lbs,equipment_type,rate,pickup_date,shipper_name
"123 Main St, Los Angeles, CA 90001","456 Park Ave, New York, NY 10001",25000,dry_van,2.15,2026-04-15,XYZ Corp
"1000 Industrial Blvd, Chicago, IL 60601","500 Tech Drive, Dallas, TX 75001",18500,reefer,1.95,2026-04-16,Fresh Foods Inc
"999 Oak St, Portland, OR 97214","2000 Broadway, Seattle, WA 98101",15000,dry_van,1.85,2026-04-17,Tech Supplies Ltd
Download a template in Tools → Upload Loads → Download Template to get started.
Error Handling
If a row has errors, you see:
- Row 3: Invalid email "ops@xyz.co" — must be valid email format
- Row 5: Missing required field "equipment_type"
- Row 7: Invalid address "123 Main St" — could not geocode
Fix the errors in your CSV and re-upload. Once all rows pass validation, click Import.
Auto-Posting Loads
Enterprise customers can enable auto-post:
- In Tools → Upload Loads, check Auto-post validated loads
- Upload your CSV
- All valid loads are automatically posted to the carrier network
- You skip the manual review step
Use this only if you're confident in your data quality.
CSV Export (Historical Data)
Export historical load data for analysis or backup:
- Go to Tools → Download Data
- Select Loads (or other data type)
- Choose date range
- Select fields to include
- Click Download
You get a CSV with all loads, quotes, tracking data, and settlements for the date range.
Available Exports
- Loads — all load details, carrier assignments, margins
- Shipments — tracking data, delivery status, times
- Settlements — invoices, payments, discrepancies
- Carrier Performance — FSC scores, on-time %, communication scores
- Financial Summary — revenue, costs, margins by route/carrier/shipper
Carrier Data Import
Uploading Carriers
- Go to Tools → Manage Carriers → Upload Carrier List
- Upload a CSV with carrier details
- FreightConnect validates FMCSA numbers
- Creates carrier records in your network
CSV Format
| Column | Type | Example | |---|---|---| | company_name | text | ABC Trucking | | dot_number | number | 123456 | | mc_number | number | 654321 | | email | email | ops@abctrucking.com | | phone | phone | +1-555-0456 | | preferred | boolean | true | false |
Once imported, carriers appear in Carriers → Network and are eligible to quote your loads.
Data Reconciliation
After importing large datasets, check for duplicates or errors:
- Go to Tools → Data Quality
- Select data type (loads, carriers)
- Review flagged issues (duplicates, missing data, etc.)
- Fix or delete as needed
This helps ensure your data is clean before posting loads.
Exporting for Accounting
Export settlement data monthly for reconciliation:
- Go to Tools → Financial Exports → Settlements
- Select month
- Choose format:
- CSV — import into Excel, QuickBooks, etc.
- JSON — for automated accounting system imports
- OFX — for bank reconciliation
The CSV includes:
- Load ID, shipper, carrier
- Shipper charge, carrier cost, margin
- Invoice date, payment date
- Payment status
Import directly into QuickBooks or Xero.
Bulk Corrections
If you need to update many loads (e.g., change rate on all loads from a specific shipper):
- Export the loads
- Edit the CSV (e.g., change "rate" column)
- Re-import with Merge Mode enabled
In merge mode, existing loads are updated instead of duplicated. Matching is by load_id.
Performance Notes
- Importing 100 loads takes ~30 seconds
- Importing 1,000 loads takes ~3 minutes
- Importing 10,000 loads takes ~30 minutes
For very large imports (50,000+), contact matt@freightconnect.ai for bulk data upload assistance.
Data Privacy
When exporting data:
- Your shipper names and addresses are included (you own this data)
- Carrier names are included
- Driver names are NOT included (privacy)
- Personal phone numbers are redacted (only company phone included)
Exported CSVs are encrypted. We don't retain copies — they're delivered directly to you.
Troubleshooting
Import fails with "Invalid geocode": The address couldn't be mapped to coordinates. Check spelling and format. Retry with corrected address.
Some rows imported, some failed: You'll see a summary. Fix the failed rows and re-import just those.
CSV file too large: Break it into smaller files (max 50MB per file) and upload separately.
Need to import from my old TMS: Export from your TMS into the CSV format above, then import. We handle the mapping.
Next Steps
- API Overview — programmatic load creation
- TMS Integrations — automated data sync
- Accounting Integration — financial data flow