How do I bulk import quotes?

The quote import features enable you to create up to 200 quotes at once on ShipperGuide!

The following quote details are allowed for importing:

• FTL mode
• Two-stop lanes - pickup and delivery
• Non-hazmat
• Pickup Date has be today or in the future

This article will cover:

• Download Quotes Template
• Format Cells
• Upload Quotes to ShipperGuide
• Quote Import Failures

Download the quote template file:

1. On your left dashboard, click Quotes.

2. On the quotes page, click MULTI QUOTE.

3. A pop-up window will appear. Click DOWNLOAD TEMPLATE. Once the quote template is downloaded, it will be saved to your computer.

Format Cells:

Use the quote template file to list the quotes to be imported. The table below serves as a guide that defines the required or optional fields and the accepted formats or possible options you can select while filling out the template file.

More details of the fields will be provided on the first-row column headers. Click on each cell on the header row to view the additional details.

Please note each import only allows a maximum of 200 quotes.

Column	Format	Acceptable Options	Required/Optional	Default
Equipment*		Dry Van DRV VAN Flatbed FBE FLAT Reefer RFR	Required
Pickup Date*	Excel General Format 5 digit number OR Plain Text MM/DD/YYYY		Required
Bid Deadline	YYYY-MM-DD 00:00:00		Optional	If the field is left empty, the bid deadline will default as the pickup date
Quote Notes			Optional
Pickup Address*			Required
Pickup City*			Required
Pickup State*	Two-letter state abbreviation		Required
Pickup Country*		USA	Required	USA
Pickup Zipcode*	Five-digit zip code		Required
Delivery Address*			Required
Delivery City*			Required
Delivery State*	Two-letter state abbreviation		Required
Delivery Country*		USA	Required	USA
Delivery Zipcode*	Five-digit zip code		Required

 

Upload quotes:

1. After filling out the quote template, save the template as a .xlsx file type.

2. Navigate back to the Quotes page. Drag and drop the updated template or click Browse File on the Multi Quote pop-up window. And click

If all quotes import successfully, a will appear next to the file name on the Multi Quote pop-up window. Loadsmart rates will be available for the quotes.

Click to bulk invite carriers to bid on the quotes. Or click BACK TO QUOTES to view your quotes’ list.

Import Failures:

File Type and Size Failures:

If the quote import file type is not  .xlsx (Excel) and/or if the file contains over 201 rows, an error message will be stated on the Multi Quote pop-up window.

Quote Import Errors:

If quotes fail to import due to data formatting, an error message will state if all/partial quotes failed to import. An error report will be available to download to view the import failure reasons. Click to download the error report.