What it does
RFP Import enables you to import a CSV file with all of your lanes, carriers and bids. Contracts for each lane and carrier will be automatically created as well as routing guides that tender from lowest to highest priced carrier on each lane.
When importing your CSV file, you need to provide a RFP Name, date range and default timer for the carrier to respond to a tender from the routing guide. Note: the date range you enter for the RFP will be applied to all created contracts and routing guides from the import.
Getting Started
To access RFP Import, go to Manage Company. On the left navigation panel you will see RFP Import under Lane Management
Next, click on the Import Link to get started.
Next you need to enter:
RFP Name - This is your reference name for the import and will be the label of the RFP once it is imported.
RFP Dates - This is the date range that will be applied to the contracts and routing guides created from the import.
Tender Expiration - this is the time the carriers have to reply to a tender in the routing guide.
Triggers - "ON" will automatically trigger a routing guide when a matching shipment is created. If you want the contracts and routings guides created but not automatically triggered, deselect this option.
Importing File
To import a file, you can drag and drop a file from your computer, click Browse to select a file to upload or link to a Google Sheet.
Note: If this is your first time using RFP Import, we suggest downloading the CSV Template which can be opened in Excel, Google Sheets or other spreadsheet application.
The required fields in order to import a row are:
Lane ID - this is an alphanumeric label you provide to represent a lane which is defined by, origin postal code, destination postal code, equipment type and mode
Origin Postal Code - this is the 3- or 5-digit postal code for the origin
Destination Postal Code - this is the 3- or 5-digit postal code for the destination
Rate - Enter either a rate per mile or flat rate for the lane. If a row contains both it will not be imported.
Mode - This is the mode used for that lane
Equipment Type - this is the equipment type used for that lane
While not required, you can optionally associate a Fuel Surcharge Table on a row. The fuel surcharge reference value must exactly match the reference number of the table you created in Shipwell.
After selecting a file to upload, you will next see Shipwell's validation screen to make sure data matches the corresponding columns. Click Validate to continue.
After clicking Validate you will see this screen indicating that your file is being imported.
Note:
It can take several minutes to import depending on the number of rows in the file.
You are not required to stay on this screen when the file is getting imported.
Viewing Uploaded File
Once importing is complete, you will see the RFP you named and uploaded on the RFP Import page under Lane Management.
If you have uploaded more than one RFP, the most recent will be at the top.
Clicking on that card will show you the table view of the RFP you imported.
The last column will contain a name of the routing guide and link to view the routing guide steps for that lane.
To edit the Routing Guide, Manage Routing Guide.