Importing Quotes and Orders

Import all your data from your previous CRM. 

A good practice would be to import an agent at a time which allows you to assign to the correct agent per import. 

Quote Feilds

• Firstname
• Lastname
• Email
• Phone

• Origin City
• Origin State
• Origin Zip
• Origin Country

• Destination City
• Destination State
• Destination Zip
• Destination Country

• Vehicle
• Assigned To

Required Feilds

• Firstname
• Email
• Phone
• Vehicle

Note

• Assigned To: Must be an email of a registered agent, if this is empty or email not registered, quotes goes to the next available agent.
• Vehicle: Format is year,make,model,type,tariff,required deposit; end each vehicle car with a semicolon ;
  Car formats
  • Single car: 2018,Toyota,Camry,Hybrid;
  • Multiple car: 2018,Toyota,Camry,Hybrid; 2017,Honda,Accord,Van;
  • *** Each vehicle must have 3 comma ,
  • *** Quotes with invalid shipper email will be ignored
  • *** New or quotes on hold with same details as the uploaded quote will be ignored.
• State codes:

AL - Alabama
AK - Alaska
AZ - Arizona
AR - Arkansas
CA - California
CO - Colorado
CT - Connecticut
DE - Delaware
DC - Dist. of Columbia
FL - Florida
GA - Georgia
GU - Guam
HI - Hawaii
ID - Idaho
IL - Illinois
IN - Indiana
IA - Iowa
KS - Kansas
KY - Kentucky
LA - Louisiana
ME - Maine
MD - Maryland
MA - Massachusetts
MI - Michigan
MN - Minnesota
MS - Mississippi
MO - Missouri
MT - Montana
NE - Nebraska
NV - Nevada
NH - New Hampshire
NJ - New Jersey
NM - New Mexico
NY - New York
NC - North Carolina
ND - North Dakota
OH - Ohio
OK - Oklahoma
OR - Oregon
PA - Pennsylvania
PR - Puerto Rico
RI - Rhode Island
SC - South Carolina
SD - South Dakota
TN - Tennessee
TX - Texas
UT - Utah
VT - Vermont
VI - Virgin Islands
VA - Virginia
WA - Washington
WV - West Virginia
WI - Wisconsin
WY - Wyoming
CP - Canada-Province Not Specified
AB - Canada-Alberta
BC - Canada-British Columbia
MB - Canada-Manitoba
NB - Canada-New Brunswick
NL - Canada-Newfoundland
NT - Canada-Northwest Territories
NS - Canada-Nova Scotia
NU - Canada-Nunavut
ON - Canada-Ontario
PE - Canada-Prince Edward Island
QC - Canada-Quebec
SK - Canada-Saskatchewan
YT - Canada-Yukon