Creating companies and shipping points

The company master data in Carrier Connect must include at least the address of your shipping point.

Entering companies manually

Proceed as follows:

• You must have the role of I_CAI_EDITMASTERFILEDATA.
1. From the Office, go to Master data – Companies, then click New.
2. On the Company sheet, fill in the required fields. Make sure you enter a unique company code and name.
3. Defining contacts: Switch to the Employee sheet. Click New to enter information about contacts.
   • Some carriers expect shipping orders to include information about a contact person, so it makes sense to complete at least the E-mail and Phone fields so that they can be automatically applied to the shipping order.
4. Defining account numbers for chargeable consignments and customs debtor scenarios: Switch to the Package processing sheet. Click New to enter your recipients’ carrier-specific account numbers.
   • Once you enter the account numbers, they can be set as the freight payer for chargeable consignments or as the customs debtor (payer of duties and taxes) either through host systems or directly in Carrier Connect.
5. Assigning the “shipping point” role: To designate the address of your shipping point as a shipping point, switch to the Company roles sheet, click New, and select the Shipping point role.
6. Click Save & close to save your changes.
7. Repeat these steps if you wish to enter more companies.
   • Some scenarios in which you may wish to enter more companies: If you enter shipping orders directly in Carrier Connect and want to select companies from the master data, or if you process chargeable consignments.

Importing companies using a CSV file

You can also import your companies as a CSV file in Carrier Connect. Open the company overview (Master data – Companies) and click Import. Follow the import dialog.

• Use the Help button to access further information.

CSV file format specifications:

• Use the "UTF-8" character set for the .CSV file.
• Save the Excel file as "CSV UTF-8".
• Field delimiter: Semicolon (";")
• Line separator: CRLF
• Ensure the CSV field formats match those in the table below.

Field formats for importing companies

The following describes the mandatory field formats. Please refer to the table below for details.

Explanations of field formats:

• Functionally required field: An “X” indicates a functionally required field.
• Field format: “an..” indicates an alphanumeric field format. “..” means that up to X characters may be transmitted. The entry “an.. 10” therefore indicates an alphanumeric field of up to 10 characters.