Customer Import Template
The import schema and attribute descriptions for the customer .csv import file
Instructions for Use
1.Navigate to the Bulk Import section by clicking the Add Item button (➕) on the main navigation bar.
2.Download the import template from the Bulk Import section of LoadAi for Customers, or use your own spreadsheet.
3.Prepare your data and upload the completed file.
4.If you’re using your own template, you may need to manually select the object you are mapping. If you use the LoadAi Sample Template, columns will be auto-identified and auto-mapped.
5.Review the column mapping and click Validate to check for warnings or errors. If corrections are needed, download the validation report to adjust your data.
6.Once validation is successful, click Import to create or update your records based on the reference code alignment.
Sample File:
Data Schema
Column Header |
Attribute |
Description |
Requirements |
|---|---|---|---|
|
canBeBrokered |
Can Be Brokered |
Indicates if the customer can be brokered. |
Boolean value (TRUE or FALSE). |
|
city |
City |
The city where the customer is located. |
Valid city name. |
|
contactDescription |
Contact Description |
The role or description of the contact person. |
Plain text (e.g., “Primary Contact”). |
|
contactEmail |
Contact Email |
The email address of the contact person. |
Valid email format (e.g., name@example.com). |
|
contactName |
Contact Name |
The name of the contact person. |
First and last name. |
|
contactPhone |
Contact Phone |
The phone number of the contact person. |
Valid phone number format. |
|
country |
Country |
The country where the customer is located. |
Two-letter ISO country code (e.g., US). |
|
defaultCommodity |
Default Commodity |
The primary commodity handled by the customer. |
Plain text (e.g., “Electronics”). |
|
isActive |
Is Active |
Indicates if the customer is currently active. |
Boolean value (TRUE or FALSE). |
|
loadPriority |
Load Priority |
The priority level of the customer’s loads. |
Enum: low, medium, high, critical. |
|
mcNumber |
MC Number |
The Motor Carrier (MC) number associated with the customer. |
Valid numeric MC number. |
|
name |
Customer Name |
The name of the customer company. |
Plain text. |
|
notes |
Notes |
General notes about the customer or their business operations. |
Plain text. |
|
prohibited |
Prohibited |
Indicates if the customer is prohibited. |
Boolean value (TRUE or FALSE). |
|
referenceCode |
Reference Code |
Unique reference code for the customer in the system. |
Alphanumeric, starting with CUST. |
|
state |
State |
The state where the customer is located. |
Two-letter state code (e.g., TX, CA). |
|
street |
Street Address |
The street address of the customer’s location. |
Plain text. |
|
zip |
ZIP Code |
The ZIP code for the customer’s address. |
Valid numeric ZIP code. |