Documentation / Companies, locations, drivers and goods

Data import

Data Import (Administration > Import) brings data from other systems into IntelliSent: your companies and their locations, and draft transports. Each kind of import has its own tab.

Who can import

The page needs the permission Data Import. The company imports also need the permission to create companies, and the transport import the permission to create transports.

Companies and locations

Three tabs import companies with their locations:

• Import from Excel or Intelli CSV: an Excel file (XLSX, XLS) or an Intelli CSV. Download the import template gives the columns, in the right order and with the right names.
• Import from HuzarSent: the XML export of HuzarSent v2.
• Import from SENT XML: the companies and places of SENT messages you have as XML.

DataWeave - direct import from PUESC builds an Intelli CSV from the SENT messages you created in PUESC earlier: generate it there, come back and upload it on the Excel tab.

1. Upload the file. IntelliSent checks it right away.
2. The Verification / import summary shows how many rows are valid and invalid, and the Import log says what is wrong with each.
3. Click Import. On the XML tabs, Stop the import if at least one record is invalid imports nothing while a record has an error.

Transports

The Transport CSV import tab makes draft transports from a CSV file, and can send a SENT message for each right away. It is the same import as on the transport list; see Import transports.