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

  1. Go to ToolsUpload LoadsChoose File
  2. Select a CSV with load data
  3. FreightConnect validates all rows
  4. Preview the import (shows any errors)
  5. 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 ToolsUpload LoadsDownload 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:

  1. In ToolsUpload Loads, check Auto-post validated loads
  2. Upload your CSV
  3. All valid loads are automatically posted to the carrier network
  4. 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:

  1. Go to ToolsDownload Data
  2. Select Loads (or other data type)
  3. Choose date range
  4. Select fields to include
  5. 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

  1. Go to ToolsManage CarriersUpload Carrier List
  2. Upload a CSV with carrier details
  3. FreightConnect validates FMCSA numbers
  4. 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 CarriersNetwork and are eligible to quote your loads.

Data Reconciliation

After importing large datasets, check for duplicates or errors:

  1. Go to ToolsData Quality
  2. Select data type (loads, carriers)
  3. Review flagged issues (duplicates, missing data, etc.)
  4. Fix or delete as needed

This helps ensure your data is clean before posting loads.

Exporting for Accounting

Export settlement data monthly for reconciliation:

  1. Go to ToolsFinancial ExportsSettlements
  2. Select month
  3. 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):

  1. Export the loads
  2. Edit the CSV (e.g., change "rate" column)
  3. 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

Last updated: April 2026