Were you recently awarded a new chunk of business? Have a couple dedicated lanes you want to source? Using our Upload Project template, you can save time by uploading multiple projects at once.
Begin at the settings menu - drop down to 'Automation Tools', and select 'Projects'. See below:
Scroll down and click 'Import Projects'. From there, click 'Download the file template'.
Once you have downloaded the template, you will need to input the information for each project. The more information provided, the more details that will be reflected in each Project. The required fields on the template include:
- Origin City
- Origin State
- Origin Zip
- Destination City
- Destination State
- Destination Zip
- *Trailer Type*
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- If you would like to include multiple trailer types in a single project you can do so by listing all types separated by a coma. (i.e. Flatbed, StepDeck, RGN)
- The trailer types you can choose from mirrors the trailer type offerings within C4. Currently, we have the following available:
- Van
- Flatbed
- Reefer
- Power Only
- StepDeck
- Tanker
- Conestoga
- Double Drop
- RGN
- Due Date - Cannot be less than the current day. This can also be described as the date the business is starting. Accepted Formats M/D/Y, M-D-Y, Y-M-D
- Duration - Options: Day, Week, Month, Year
- Count - To show the frequency the lane runs
Once your template is completed, you will need to save it and then upload it back into C4.
Follow the steps mentioned above but this time, click the 'Choose File' button
When you select the file you are looking to upload, our system will identify if the formatting is acceptable. If it is not, you will be prompted to make the necessary adjustments. If it is, then all of your projects will now be visible in your account, and you can start building a carrier base for each.
If you have any further questions, please contact Support@cargochief.com
To register for the C4 User Training Webinar with our Support Team, CLICK HERE.