Before starting an upload, make sure you have read the information available in the Introduction to TDI and Importing data with TDI articles and followed the guidance provided.
Mandatory file:
Optional file:
Prerequisites:
None required. However Contacts can be linked to specific Parents, Locations, Factors, Customers, and Carriers. Therefore, we recommend uploading those entities first. If you are uploading Contacts prior to uploading any of the linkable entities, you cannot associate Contacts to those entities because they have not yet been created.
Note: Uploading Contact before these other entities is only recommended in cases when a single contact represents multiple accounts within the other entity. If you have no contacts that represent multiple entities, upload this entity after the other entities.
Important note: Fields bolded and marked with an asterisk (*) are mandatory.
Filename: contact.csv
|
Field |
Description |
Values/codes |
Format/restrictions |
|
id* |
Unique system ID for the entity. This ID is used anytime you would like to make updates or changes to the Contact in TDI or when using TDI to associate additional details to the Contact. If you do not have an existing ID to use in this field, you will need to create one. |
_ |
No character restrictions. |
|
name* |
Contact’s full name. |
_ |
No character restrictions. |
|
role |
Designate a role which indicates this Contact’s purpose. |
Account Lead: 1941 Manager: 1942 Billing: 1943 Claims: 1944 Other: 1945 |
Enter the corresponding 4 digit code to indicate the Contact type. Note: TDI does not currently support creating contacts with the roles of Dispatcher, Driver, Approver, or Requestor. These must be created manually in Turvo. |
|
title |
Contact’s job/work title. |
_ |
No character restrictions. |
|
contextId |
This ID corresponds to the Location, Factor, Customer, or Carrier that this Contact should be associated with. |
_ |
Find the reference ID for the respective entity in the upload sheet for that entity, or locate it within the UI. No character restrictions. |
|
contextType |
Indicate the type of entity that this Contact is associated with. |
LOCATION FACTORING SHIPPER CARRIER |
Required if entering contextId. Enter one of the four types listed in the previous column. Options are case sensitive, enter type exactly as shown. |
*Note: The SHIPPER account type is another name for Customer accounts.
Filename: communication_channel.csv
Note: If a contact added via the contact.csv file only includes one set of contact information for each column, this file is not required. If a contact has multiple addresses, phone numbers, email addresses, etc., that need to be associated with it, treat this file as required.
|
Field |
Description |
Values/codes |
Format/restrictions |
|
id* |
Unique system ID required for TDI upload. This ID must be used if the communication method is ever updated using TDI. |
_ |
No character restrictions. |
|
contextId* |
This ID corresponds to the Contact that this communication method should be associated with. |
_ |
Find the reference ID for the Contact in the contact.csv upload sheet. No character restrictions. |
|
email.type |
Type of email (work, home, etc.). |
Work email: 1051 Home email: 1052 Other email: 1053 |
Enter corresponding 4 digit code. Required if entering email. |
|
|
Contact’s email address. |
_ |
Standard email address format. |
|
phone.type |
Type of phone number (work, home, etc.) |
Work phone: 1001 Mobile phone: 1002 Home phone: 1003 Fax: 1004 Other phone: 1005 |
Enter corresponding 4 digit code. Required if entering phone. |
|
phone |
Contact’s phone number. |
_ |
Integers only - No dashes or parentheses. (Ex.: 3135551500) |
|
phone.extension |
Phone extension (if applicable). |
_ |
Integers only. |
|
phone.country |
Phone number country of origin. |
Examples: US: United States CA: Canada |
Enter the two-letter country code found in the Country code table. |
|
address.type |
Identifies whether this is a work, home, or other kind of address. |
Work address: 1100 Home address: 1102 Other address: 1103 |
Enter the corresponding code to indicate the type of address. Required if entering an address. |
|
address.line1* |
First line of address. |
_ |
No character restrictions. |
|
address.line2 |
Second line of address (if applicable). |
_ |
No character restrictions. |
|
address.city* |
Name of city. |
_ |
No character restrictions. |
|
address.state* |
Name of state/province. |
_ |
No character restrictions. |
|
address.zip* |
Zip code or postal code. |
_ |
No character restrictions. |
|
address.country |
Name of country. |
_ |
No character restrictions. |
|
IsPrimaryAddress |
Indicate whether this is the primary address for the Contact. |
True/False |
Enter True if this is the primary address and False if it is not. |
|
IsPrimaryEmail |
Indicate whether this is the primary email address for the Contact. |
True/False |
Enter True if this is the primary email and False if it is not. |
|
IsPrimaryPhone |
Indicate whether this is the primary phone number for the Contact. |
True/False |
Enter True if this is the primary phone and False if it is not. |
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