Bulk Import, found under the Locations tab, allows you to import a list of your Location (Shippers/Receivers/Consignees) profiles.
This Help Guide will walk you through the best practices to perform a successful bulk import of your Location data.
NOTE: We do offer you the option to import your Location data for you. Depending on the size and complexity of the import file, a small fee may apply.
If you are interested in having the AscendTMS Gurus perform the import on your behalf, or, would like more info, please send an email to our AMAZING AscendTMS Support team, at support@inmotionglobal.com.
How to Prep Your Data Prior to Performing the Bulk Import
First, it is required that you use the AscendTMS Locations Import Template to perform the import. This ensures that your data is successfully imported properly, and that common importing errors are avoided.
You can download the the AscendTMS Locations Import Template below from within the Bulk Import page (see image below), or from the download link provided at the bottom of this Help Guide.
NOTE: Bulk Location Imports are limited to 2,000 rows per import file. If your file is more than 2,000 rows, then we recommend that you split the import into smaller files.
We also encourage you to only import Locations that are frequently used as opposed to importing large amounts of rarely used data. If you import huge amounts of rarely used data, it will slow down your AscendTMS system as you build loads as the system searches through ALL of your imported data.
And, as our software has a built-in feature that can locate almost any location or address in the world, they can simply be added as you need them.
How to Perform a Bulk Import of Locations
Begin by locating the Locations tab, then click on Bulk Import:
Following that link will bring you to this page:
Save this file to your computer in a location that is easy to access. Once you have saved the file, click "select a file" on the import screen and pick which file you would like to upload. Click "Import File" and you will see this screen:
If your file has headers, you will want to have the radial button selected that says "yes, my file has a header row." If your file does not have a header row, change this to no. We recommend having a header row as it will make it easier when selecting the appropriate information to be imported.
Once you have selected the correct information from each drop-down area, click the complete mapping button and you will then be taken to the next page to confirm the mapping has been done correctly.
If the data looks correct, click start import. If not click cancel and start over.