To open an account, you need the following items and the Customer Success team will help you to bulk upload those information quickly if data is provided.

Data can be provided in any of the following formats such as csv, xls, xlsx, tsv, json, yaml. Any ready formats with columns are welcome as we have a team who can clean up the data and make transition and transfer smooth.

1. Motor Carrier (MC) Company number should be entered

   Datatruck TMS software is designed to work with multiple MC number companies and those companies can be consolidated in one place. We need the following information to add into the database:
   a) MC number of the companies

   b) Email of the company
   c) Owner of the MC Company
   d) Logo of the company
   ​

   It will be inserted in the settings of the software

   

    

   There can be added different offices of the MC number and loads, visibility can be separated by those offices or groups

    

2. Customer list to be added

   It is better to transfer customer list from your previous CRM/ TMS/ or Spreadsheets

   Customer list usually contains all of the brokers/shippers or carriers that you have previously worked.
   The list should have the following columns: company_name, address1, address2, city, state, zip_code, billing_type, billing_address1, billing_address2, billing_city, billing_state, billing_zip_code.

   It is ok if the customer list does not contain all above mentioned fields. The main mandatory fields are Company name, Address

    

   

    

3. Truck information to be imported

   The trucks are essential part of data transfer for fleet management and driver management purposes. Therefore, it is essential to have the following fields to bulk upload to the system:

   make, model, year, plate_number, unit_number, vin, state, owner, ownership, company_mc

   

    

4. Driver information to be imported

   Driver information are essential part of data transfer for load management and compliance purposes. Therefore, it is essential to have the following fields to bulk upload to the system: first name, last name, birthdate, contact number, email address, driver license ID, driver license state, driver license expiration.

    

5. Dispatcher and Staff information to be imported

   Dispatcher and staff information to be at this format: first name, last name, department, position, nickname, phone number, email, access role

    

6. Driver and Truck should be assigned and accounting payments to be assigned as well

   a) Truck and Driver should be matched by the assignment

   b) Driver should be assigned payment tariff for automatic salary calculations