How to Use Bulk Import to Set Up CarrierOS AI
Bulk Import helps move spreadsheet-style setup data into CarrierOS AI without entering every record by hand. The guide below explains the bulk import to set up CarrierOS AI workflow and what to verify before moving on.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Bulk import to set up CarrierOS AI: quick answer
Choose the import type, upload a clean file, review field mapping and warnings, import a small test first, then clean duplicates or missing data before using records in dispatch.
Before you start
- Clean the spreadsheet before uploading.
- Use one record per row.
- Know whether you are importing drivers, trucks, trailers, brokers, facilities, or loads.
Step-by-step instructions
- From Settings, open Bulk Import.
- Choose the import type.
- Upload the file.
- Review field mapping.
- Check warnings and missing fields.
- Run a small import first if possible.
- Review imported records and cleanup suggestions.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Import type: The kind of records being uploaded.
- File: Spreadsheet or data file.
- Mapping: How file columns connect to CarrierOS fields.
- Warnings: Missing or unclear data.
- Results: Created, skipped, or needs-review records.
What happens next
After import, review duplicate loads, duplicate brokers, and facility records before relying on reports.
Common problems and fixes
- If rows fail, check required fields.
- If duplicates appear, use cleanup tools.
- If imported records look messy, fix the source file and rerun carefully.
Tips for carrier offices
- Import small batches first.
- Keep original files as backup.
- Clean names before import.
