Importing Contacts on Website

Things to note when using the Excel file

Please ensure you read these instructions prior to completing the template for importing contacts.

  • Always use template downloaded from our website
  • Do not change the order of the columns. They MUST stay in that order
  • Do not remove columns – even if you do not need them
  • NEVER delete row 1 on template
  • The items marked with an asterisk (*) below are mandatory and must be completed on the Excel sheet
  • Keep and save this file in CSV format

Steps for completing each column

Column Name

Instructions

Nickname*

Enter a name to identify this address contact

ContactName*

First and last name of Contact

ContactCompanyName*

Name of company (no more then 25 characters)

Address1*

Enter street address with no commas or # symbols

Address2

Enter unit number, suite or apartment etc. if required. If there is none, leave this field blank

City*

Enter city name

Province*

Enter province code (2 digits). Please see example on Excel

Country*

Enter 2 digit code only - CA for Canada; US for United States

PostalCode*

There can be no spaces. Please follow the example in Excel template “Q1Q2W2”

EmailAddress*

Enter a valid email address here. This field is required.

If you do not have one, please use something like [email protected]

PhoneNumber*

Enter the phone number without spaces or dashes

PhoneNumberExtension

Enter an extension if applicable. If there is no extension, please leave this field blank

ContactType*

Please indicate type of customer using one of these options. You must only use these codes:

  • CON – consignee
  • SHP – shipper
  • OTR – other (3rd party drop down)
  • SHR – shared in all fields