Shippers
Apps: Web
App Version: 3.8
Overview
- How to Download the Template File.
- How to Import Loads.
- Field Descriptions.
I am tracking my Loads in Excel and would like to import them into Roger.
How to Download the Template File
If you already have a file to import, please skip to How to Import Loads. You do not need to use the provided template file.
- Go to the Loads tab.
- Click on Import at the top right of the screen.
- Click Download the Excel Template file.
- The following fields are included in the template (You can leave fields blank):
- Load Date
- Load #
- Origin Destination
- Commodity
- Rate
- Rate UoM
- Contact
- Unload #
- BOL #
- PO #
- Carrier
- Shipper Notes
- Internal Notes
- # of Loads
How to Import Loads
- Go to the Loads tab.
- Click on Import at the top right of the screen.
- Click on Drop Files or Click to Upload.
- Select your .xlsx or .csv file.
- Click Upload.
- On the next screen, you can map the columns from your uploaded file to the Roger fields. Use the drop-down menu to change the field mapping.
- If the field names in the file are the same as the fields in Roger, the columns will be auto-matched.
- Once you've verified the field mapping, click Verify.
- The next screen will display any issues with the import.
- Roger will highlight errors with a red X. Click on the associated cell and select an option to resolve the error.
- Click on Import once you've corrected all errors.
- The imported loads will show in the Schedule tab.
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