Standing Data Import Templates

Standing Data Import Templates

The import files attached below are a guide to the type of fields available for import.
You do not need to use these templates, although the data you're importing should match the column headings (in any order).
  1. Customer List: You can import a list of customers into your account through a csv file. Use the same format for Agents/Onforwarders/Carriers, but keep the files separate.
  2. Staff List: Request a 'Staff List Values' file before you proceed with preparing this import. Users can't import via the portal, please email completed file to support@transvirtual.com.
  3. Address List: You can create/add address by importing a csv file with vehicle details.
  4. Vehicle List: You can create/add vehicles by importing a csv file with vehicle details.
Refer applicable attached file to see the template of related list. 

    • Related Articles

    • Photos and Images EDI Import

      In Transvirtual there is the ability to import photos and images and attach them to relevant consignments. This is done by creating an EDI (Electronic Data Interchange) Import rules in your account that can accept information via Email, FTP or Manual ...

    • Scan Import

      Scan Import In TransVirtual there is the ability to setup Scan EDI (Electronic Data Interchange) Import rules that can import scan data relating to consignments. These imports can be setup to receive information via FTP, Email, etc. This article will ...

    • Consignment Import

      In Transvirtual there is the ability to create EDI (Electronic Data Interchange) Import rules that allow you to create consignments without the need to use the consignment creation page in the Transvirtual Web Portal. This is especially handy for ...

    • General Import Information

      Introduction to Imports The import framework within TransVirtual allows you to import your data in a number of ways. This framework will expand as technology develops. There are 6 import frameworks as below. Remote FTP TransVirtual Hosted FTP Server ...

    • Customer Service Tickets Import

      Customer Service Tickets Import In TransVirtual there is the ability to create Customer Service Ticket EDI (Electronic Data Interchange) Import rules that allow you to import Customer Service Ticket updates from other systems/emails OR allow you the ...