AscendTMS has partnered with the DAT Convoy Platform, giving you instant access to a curated network of proven, high-quality carriers — without ever leaving your TMS. If you’re new to Convoy or wondering how it fits into your workflow, you’re in the right place.

This Help Guide is your step-by-step playbook for getting connected and putting Convoy to work for your brokerage.

Begin by selecting the Settings tab found on the left side of your AscendTMS screen

Locate the AscendTMS Plans, Features and Billing Details section, then select Add or Edit Load Source Settings

Once there, scroll down the page to the Convoy Platform section.

Start by sending your Integration Request to Convoy. Once submitted, you will receive an authorization code from Convoy Platform, and directed to either;

A) Create a new Convoy Platform account (if you don't currently have one)

or

B) Configure your existing account for this integration.

After you click Send Integration Request to Convoy, you’ll proceed to the Convoy Platform to set up your account following the steps outlined above.

Once Convoy confirms your account, they will send an Authorization Code to AscendTMS. When the code appears in Ascend, simply click Setup & Configure Your Convoy Platform Account to complete the setup.

You will now be redirected to the Convoy login page.

Once these steps are complete, your Convoy account setup is finished.
You can now proceed to Step 3: Configure Your Default Gross Margins.

We don’t dive deep into this step here, but we’ve got you covered. To get everything dialed in just right, jump over to the Set Default Target Gross Margins Help Guide (linked below). It’ll walk you through each step, nice and easy, so your margins are set up exactly the way you want.

This step is all about mapping your AscendTMS Truck Types to Convoy’s Trailer Types.

Click Map My Truck Types to Convoy Platform Types and you’ll be redirected to your Edit Company Lists page. From there, simply match your existing truck types to the corresponding Convoy trailer types — quick, easy, and done in just a few clicks.

For a quick walkthrough on how to map/edit your Truck Types, please see the Help Guide below.

For each Convoy Platform Charge Item, select the Pay Item in your list that best matches. This step really matters — it ensures your financial reporting stays clean, consistent, and aligned with the way your company tracks revenue and expenses.

Taking a moment to map these correctly now will keep your books accurate and your reports looking exactly the way you expect later.

Next up is configuring your alerts. AscendTMS lets you send notifications by email, text, or in-Ascend — and you can set them for yourself, a specific team member, or even an entire department.

These alerts kick in whenever Convoy takes action on your loads, keeping the right people updated in real time. No more guessing, no more chasing status updates — your team stays aligned, responsive, and one step ahead.

Setup as many alerts from the list below for Convoy Platform.

Add the users that should receive notifications/alerts.

While there aren’t any Convoy-specific Automated Workflow Engine (AWE) rules, several existing AWE options can supercharge your Convoy experience when enabled.

Take a moment to read through the rules on this page carefully. Understanding how each one behaves will help you decide which automation steps can streamline your workflow, tighten up operational timing, and keep your Convoy <> AscendTMS integration running smoothly and efficiently.

Think of AWE as your behind-the-scenes assistant — when configured thoughtfully, it reduces manual touchpoints and makes your Convoy processes feel almost effortless.

For additional information on Automated Workflow Engine (AWE), please visit the Help Guide below.

With your Convoy Platform in AscendTMS setup complete and everything connected inside AscendTMS, you’re ready for the good part — actually using the integration to move freight faster, smarter, and with less manual work.

This is where the real value kicks in. From automated carrier matching to streamlined booking and tracking, Convoy helps you work more efficiently while AscendTMS keeps everything organized in one clean, unified workflow.

Now that the foundation is in place, let’s walk through exactly how to post loads, automate load coverage and take full advantage of what Convoy brings to your brokerage.

Posting loads to Convoy is just as easy as posting any load in AscendTMS. If you have not posted loads in Ascend, just click on the button below where we will walk you through the many ways to post loads within AscendTMS.

Once your load(s) are posted, you can monitor the progress from Convoy by setting up your alerts, AWE rules and also you can see Convoy updates as well as tracking updates in the Load Log.

You can also monitor your posted load(s) by going to the Dispatch and Tracking area and then click on the Convoy tab.

Inside the Convoy tab, you will see some details of the load information. As Convoy updates the status of the booking process, you will see that progress updated based on the color key chart on the right. Once the load is fully booked, Convoy will then send over the carrier details which will populate here as well as the Carrier Info page on the load.

Once the carrier is assigned, all pertaining documents will be imported into the Document list.

Once the load is completed and all of the financial line items are added, the load should be sent to Accounting. Once the carrier is paid by Convoy, the bill will then show paid with a Remit to payment to Convoy.

You can click hover on the Paid status to see the date paid and the amount. Once carrier is paid, Convoy will then batch debit from users bank account per their contract details with Convoy.