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      Data Imports

      Learn how to import data into Rose Rocket to accelerate onboarding, reduce manual work, and centralize your records across orders, quotes, partners, and more.

      Description Summary

      The Data Imports feature in Rose Rocket allows you to upload historical or bulk data directly into your account. This helps speed up account setup, preserve legacy records, and reduce double entry.

      User Segment

      Brokers, Carriers, Admins, Managers

      How it Works

      Rose Rocket currently supports imports for the following data:

      • Orders: Upload your list of past or upcoming orders.
      • Quotes: Upload your historical quotes to reference rates.
      • Manifests: Upload your trip data.
      • Customers: Upload your customer list.
      • Partners: Upload your carrier list.
      • Assets: Upload your trucks, trailers, and equipment.

      Files up to 10MB can be imported at one time.

      Importing Data

      This example takes you through importing Customers, but data imports for each Module all operate in the same way. 

      1. Navigate to the Customers Module
        From the sidebar, click "Customers".

      2. Select CSV/spreadsheet upload
        Located in the dropdown menu at the top right.

      3. Upload Your File or Download the Template
        Click the plus sign to upload your file or download the provided CSV template located at the bottom left. After filling out the template, proceed to upload your completed file.

      4. Map Columns

        • Imported data will automatically be mapped to fields in Rose Rocket. You can manually edit what fields the data is mapped to.
        • Use the trash icon to remove blank fields or unwanted data.
      5. Review & Confirm
        The system automatically detects errors like empty fields or invalid data, and displays them in a list. Preview the imported records, and make any necessary corrections. If everything looks correct, click Import.

       

      Use Case Examples

      • A new customer imports a historical order list to maintain service history.

      • A broker imports partner carrier data from a previous TMS.

      • A finance lead imports past invoices for AR visibility from day one.

      Best Practices

      • Clean your data before importing to prevent duplicates or invalid entries.

      • Break large files into smaller segments (<10MB each) for smoother uploading.

      • Double-check for unnecessary whitespace or special characters in the file.

      • Save your original import files as a backup.

      Common Issues & Troubleshooting

      What happens if I import the same data twice?
      The system does not currently detect duplicates—your records will be duplicated. Be sure to check your file before importing.

      Can I undo an import?
      No. Imports cannot be reversed. We recommend testing with a small file first.

      What file formats are supported?
      CSV (.csv) files are required for all import types.

      How do I upload invoices?
      The system does not currently support invoice import. We recommend people store their previous invoice records in spreadsheets or a cloud drive for safekeeping.