MileTMS
Help · Owners & admins

Import trucks, drivers and brokers from a spreadsheet

Moving from another system or Excel? Bring everything over in a few minutes. 4 min

Import your trucks, drivers and brokers1 min 13 s
  1. 1

    Export your list

    From your old TMS, accounting program or Excel, save each list (trucks, trailers, drivers, brokers) as CSV or Excel (.xlsx). One list per file. The columns can be in any order and named the way your old system names them.

  2. 2

    Or start from our template

    Account → Import data, pick the tab, and click Template. It downloads a file with the right column names and an example row. Fill it in with Excel or Google Sheets and save it.

    Only one column is a must: Unit # for trucks, Name for drivers and brokers. For trailers, the trailer #, VIN or plate. Everything else is optional.

  3. 3

    Import in this order

    Trucks first, then trailers, drivers and brokers. That way a Truck # column in your drivers file links each driver to their truck.

  4. 4

    Upload and check the preview

    Click “Upload your … file” and pick the file. MileTMS matches the columns and shows the first rows as they’ll be saved. If a column landed in the wrong place, open “Check the columns” and pick the right one.

  5. 5

    Click Import

    Rows already in MileTMS (same unit #, VIN, driver name or email, broker name or MC #) are skipped and never changed, so it’s safe to upload the same file again after fixing it. The result tells you what was added and what was skipped.

  6. 6

    Finish each record

    Open each driver to add their phone app login and qualification file, and each truck to upload the registration. Expiry dates you imported (CDL, medical card, registration, inspection) show up in Compliance right away.

  7. 7

    Rather we do it?

    Email your files to us (the address is at the bottom of the help center) and we’ll import them into your account for you during the trial.

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