Using Proxio's import templates
Proxio's Excel based import templates can be used to import your rates into Proxio.
Written By Johan Vagerstam
Last updated About 6 hours ago
The template can be downloaded from the system by selecting ‘Freight rates’ > ‘Import’.
In the left side panel, select the link ‘Download standard template’ or ‘Download multileg template‘
About using Excel import templates
The templates can be used to import rates in a structured way, following the instructions and documentation that are available inside the template.
There are two worksheets (tabs) in the Excel template files.
Import - This worksheet is where you add information about the tariff / rates. This is the actual data that will be imported.
Documentation - This is a worksheet where you find instructions and examples about the data, if a column is optional or mandatory.
Note:
The standard import template is a general template used for many (but not all) rate formats. The documented descriptions gives guidance about how to fill in the template, but there can be situations where a column value is mandatory although documentation say it’s optional.
The standard template cannot be used for distance based pricing logic - e.g. when one of the price axis are distance based. For distance based pricing please use the Import Wizard [Add link]
Naming guidelines for Excel templates
The Tariff Name entered in the import template is very important. If you want to add all data in the Excel file into one tariff/rate sheet - you need to specify the exact same Tariff Name on every row. For more information, please review the column description tables below.
Standard import template
Use this template when you have prices of a relation/lane based transport. This is often used for A→ B Transports, from a supplier to a factory or from a warehouse to a customer.
Below is a summary of the columns in the import template and description of each column. (The descriptions are also available in the Documentation tab in the Excel template.)
As example, here is a standard template with example data for FCL (Full Container Load). As the name for the rows in the example are the same, they would be added into the same Tariff/Rate sheet after the import is made in Proxio.
Sea-FCL-Example.xlsx
39.1 KB• Spreadsheet
Standard Multileg template
Use this template when you have pricing of multiple transport legs. This is most often used in Air and Ocean when there are pre-carriage, main carriage and on-carrige.
An example:
Pre-Carriage: Inland transport pricing by road from a factory to a sea port.
Main-Carriage: Sea port to sea port pricing for on ocean container transport.
Pn-Carriage: Inland transport pricing by road from sea port to a warehouse.
The prices of multi leg transport allows for a combination of multiple pricing sheets into one worksheet, e.g. the Excel based multi leg template.
Note: For the multileg template, there are extra options to add three (3) types of surcharges. You can build up the columns so they fit the price brackets you would like to import.
As example, here is a multi leg template with example data added to pre-carriage, main-carriage and on-carriage. As the name for the 3 rows in the example are the same, they would be added into the same Tariff/Rate sheet after the import is made in Proxio.
[Add attached file with example rows filled with multileg example-template]
Customized import template
If you have needs that goes beyond the standard templates, there is an option to adjust the import templates to your own formats. Consult your Key Account Manager or contact Proxio support team if you are interested in learning more about customised import templates.
How to Import an Excel template
Follow these steps to import your rates in Proxio.
select ‘Freight Rates’ > ‘Import’. Select the file you want to import.
When the file is uploaded you can view it in the list view.
Click on the drop-list icon, and select ‘Relation-tariff template, Multiple tariffs‘ if you import rates using the standard template (single leg) or select ´Relation-tariff template, Multiple tariffs´ if you are using the multileg template.
On the following screen, you have some optional fields to add a suffix or prefix. Just click ‘Queue import‘. The file is now pending import on the server. After a few moments the import should start. The time can vary depending on server load at that time.
When processing is done and successful, the rate-sheet(s) create will be available as links in the dialogue. In this example, one bid sheet was created.
