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, Parent accounts can be linked to Customers, Carriers, Factors, and Other accounts, so we recommend uploading Parents prior to these entities for easy linking.
Note: Uploading the Contact entity prior to uploading this entity is not required, but if you have a single contact that is assigned to multiple Parent accounts, it will provide the contact IDs necessary for the primaryContact column in parent.csv. If this is not the case, do not upload Contact first.
Important note: Fields bolded and marked with an asterisk (*) are mandatory.
Parent.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 Parent in TDI or when using TDI to associate additional details to the account. If you do not have an existing ID to use in this field, you will need to create one. |
- |
Important note: ID cannot not contain any spaces or special characters. |
|
name* |
Parent account’s name. |
- |
No character restrictions. |
|
taxId |
Parent account Tax ID. |
- |
No character restrictions. |
|
address.line1 |
First line of address. |
- |
No character restrictions. |
|
address.line2 |
Second line of address for additional information, such as a unit number (if applicable). |
- |
No character restrictions. |
|
address.city |
Name of city. |
- |
Address city is required if adding an address to a Parent account. |
|
address.state |
Name or abbreviation of state/province. |
- |
No character restrictions. |
|
address.zip |
Zip code or postal code. |
- |
Must be a valid zip code. (Ex.:, 72748, 72748-9067, M5V 3T4) |
|
address.country |
Name of country. |
- |
No character restrictions. |
|
phone |
Phone number for Parent. |
- |
Integers only - No dashes or brackets. (Ex.: 3135551500) |
|
phone.extension |
Extension of the phone number. |
- |
Integers only - Required if entering a phone number. |
|
phone.country |
Country code of the phone number. |
Examples: US: United States CA: Canada |
Enter the two-letter country code found in the Country codes table. |
|
|
Primary email address for the Parent account. |
- |
Standard email address format. |
|
primaryContact |
Enter contact ID for the primary contact for this account |
- |
No character restrictions. If the Contact entity was uploaded before the Parent entity, contact IDs can be found in the ID column within the contact.csv spreadsheet. If the Contact entity was not uploaded before the Parent entity, leave blank. |
|
specialInstructions |
Special instructions for that customer. |
- |
No character restrictions. |
|
groupId |
If the Parent should belong to a group, enter the ID created for the group to establish the mapping. Note: If a Parent belongs to multiple groups, additional groups will be configured in the optional group.csv file. |
- |
No character restrictions. Find the reference ID for the respective group in the Group.csv upload sheet or within the UI. |
|
url |
The website URL for the account. |
- |
No character restrictions. |
communication_channel.csv
Note: If the Parent accounts added via the parent.csv file only include one set of contact information for each column, this file is not required. If a Parent account 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 for the entity. If you do not have an existing ID to use in this field, you will need to create one. |
- |
Important note: ID cannot contain any spaces or special characters. |
|
contextId* |
This ID corresponds to the Parent account that this contact information should be associated with. |
- |
No character restrictions. Find the reference ID for the respective parent in the Parent.csv upload sheet. |
|
email.type |
Indicate the type of email address for the contact. |
Main email: 161050 Billing email: 161051 Claims email: 161052 Other email: 161053 |
Enter the number code corresponding to the type of email address. An email type is required if entering an email address. |
|
|
Enter an email address for the Parent. This will appear under the Parent Details tab > General section. |
- |
Standard email address format. |
|
phone.type |
Type of phone number (work, home, etc.) |
Main phone: 161040 After hours phone: 161041 Billing phone: 161042 Fax: 161043 Other phone: 161044 |
Enter the number code corresponding to the type of phone number. A phone type is required if entering a phone number. |
|
phone |
Enter a phone number for the Parent. This will appear under the location Details tab > General section. |
- |
Integers only - No dashes or brackets. (Ex.: 3135551500) |
|
phone.extension |
The extension of the phone number, if required. |
- |
Integers only. A phone number is required to use this field. |
|
phone.country |
The phone number’s country code. |
Examples: US: United States CA: Canada |
Enter the two-letter country code found in the Country codes table. |
|
address.type |
Indicate the type of address for the contact. |
Main address: 161060 Billing address: 161061 Work address: 161062 Other address: 161063 |
Enter the number code corresponding to the type of address. |
|
address.line1* |
First line of address. |
- |
No character restrictions. |
|
address.line2 |
Second line of address for additional information, such as a unit number (if applicable). |
- |
No character restrictions. |
|
address.city* |
Name of city. |
- |
Address city is required if adding an address to a Parent account. |
|
address.state* |
Name or abbreviation 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 the address entered above is the primary address or False if it is not. |
|
isPrimaryEmail |
Indicate whether this is the primary email address for the contact. |
True/False |
Enter True if the email address entered above is the primary email address or False if it is not. |
|
isPrimaryPhone |
Indicate whether this is the primary phone number for the contact. |
True/False |
Enter True if the phone number entered above is the primary phone number or False if it is not. |
childAccounts.csv
|
Field |
Description |
Values/codes |
Format/restrictions |
|
id* |
Unique system ID for the child entity. If you do not have an existing ID to use in this field, you will need to create one. |
- |
Important note: ID cannot not contain any spaces or special characters. |
|
contextId* |
Unique ID of the related parent account. |
- |
No character restrictions. Find the reference ID for the respective parent in the Parent.csv upload sheet or within the UI. |
|
type* |
What type of account the child is. |
SHIPPER* CARRIER FACTORING PARTY** |
Enter the appropriate account type from the list provided. Type is case sensitive, enter them as shown. |
*Note: The SHIPPER account type is another name for Customer accounts.
**Note: The PARTY account type is also known as Other accounts.
Group.csv
|
Field |
Description |
Values/codes |
Format/restrictions |
|
id* |
Unique system ID used as the identifier for the group. This ID is used anytime you would like to make updates or changes to the Group via TDI or when using TDI to associate additional details to the Group. If you do not have an existing ID to use in this field, you will need to create one. |
- |
Important note: ID cannot contain any spaces or special characters. |
|
contextId* |
Unique ID of the related parent account. This would be the ID entered into the id field of the Parent.csv. |
- |
No character restrictions. |
|
groupId* |
Enter the ID for the Group to establish mapping. |
- |
No character restrictions. Find the reference ID for the respective group in the Group.csv upload sheet. |
externalIds.csv
|
Field |
Description |
Values/codes |
Format/restrictions |
|
id* |
Unique system ID used as the identifier for the external ID. This ID is used anytime you would like to make updates or changes to the external ID via TDI or when using TDI to associate additional details to the group. If you do not have an existing ID to use in this field, you will need to create one. |
- |
Important note: ID cannot contain any spaces or special characters. |
|
contextId* |
Unique ID of the related parent account. |
- |
No character restrictions. Find the reference ID for the respective parent in the Parent.csv upload sheet or within the UI. |
|
type* |
The type of external ID. |
CRM: crm_id ERP: erp_id Project ID: project_id Contract ID: contract_id Other: other_id |
Enter the string of values to the right of the colon into the csv sheet to indicate the type of system. |
|
value* |
The actual letters, numbers, and characters that make up the external ID (Ex: ABC123). |
- |
No character restrictions. |
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