How to Use Bulk Import in CarrierOS AI
Bulk Import helps bring groups of records into CarrierOS AI faster than manual entry. The guide below explains the bulk import in CarrierOS AI workflow and what to verify before moving on.
Bulk import is useful during onboarding or cleanup, but imported data must be reviewed. Bad imports create bad loads, customer records, driver records, or reports.
Bulk import in CarrierOS AI: quick answer
Use this page to complete the workflow on this screen. The sections below explain what each area does, when to use it, and what to check before moving to the next step.
What each section does
| Import type | Choose what kind of records you are importing. |
| Upload file | Provide the spreadsheet or file in the expected format. |
| Preview and mapping | Review how columns match CarrierOS fields. |
| Import result | Shows what was created, skipped, or needs correction. |
How to use this page
- Choose the import area carefully.
- Prepare the file with clean columns and no extra junk rows.
- Upload and review the preview before confirming.
- Fix errors and spot-check records after import.
Helpful tips
- Start with a small test file before importing a large list.
- Keep a backup of the original spreadsheet.
- Review imported records before using them in live dispatch or billing.
