Importing Orders with DataBot

Create orders in seconds with AI-powered DataBot, our proprietary document scanner. Learn more about automated order entry below. Table of Contents

What is DataBot?

Email Rate Confirmations

Email Image Attachments (New)
Upload Order Documents

FAQ

What is DataBot?

DataBot is an AI-powered order scanner that scans documents like rate confirmations and load confirmations and turns them into orders in Rose Rocket. DataBot is well-loved for cutting down order entry time into seconds.

With our OCR capabilities, Rose Rocket will accept order documents from any customer. In addition, the document imported can be a PDF, JPEG, or PDF in the app (only PDF if forwarded via email. See below for details). 

Imported orders will include the details on the document, including:

  • Customer
  • Load tender number
  • Quote (generated off price)
  • Requested pickup and delivery
  • Address details 
  • Commodities (weight, quantity)
  • Billing party
  • Shipper notes 
  • Special instructions

The details of the order can be updated once imported. 

DataBot supports imports for both point-to-point and multi-stop orders.

How to Email Order Documents

Email your PDF order documents to your unique DataBot email address to create orders in seconds. Follow the walkthrough to see how to use DataBot:

 

You can send up to 100 attachments in one email, and these orders are created with a 'DataBot' tag so you can keep track of them.

Email Image Attachments

With our new image verification capability, you can email image attachments to DataBot to create records. Quickly convert screenshots of text messages or photos of physical documents into records, saving hours in order entry.

Follow the same instructions in the How to Email Order Documents to forward image attachments via email. 

How to Upload Order Documents

Upload your order documents directly into Rose Rocket to create orders in seconds. Follow the walkthrough to see how to use DataBot Uploads:

 

Files must be uploaded one at a time.


FAQ

What format do Rate Confirmations need to be in?

Rate confirmation documents can be in a PDF, PNG or PDF format to be imported in the app.

Rate confirmation documents must be in a PDF format if being imported via email. 

How many rate confirmations can I attach in one email?

Attach up to 10 Rate Confirmations or 20MB in a single email.

How do I know if an import fails? 

If an import fails, Rose Rocket will send you an email letting you know which order could not be imported and the reason for the failure. Failures are caused when trying to import unsupported templates or documents with unreadable text. If an import fails, we recommend entering the order directly into the system.