Reports & Data Import

Import Client Onboarding Form

Upload the UniUni Client Onboarding Form Excel file that the Business Development team sends you. This will automatically extract and fill in: account details, contacts, warehouse locations, integration info, contract dates, and account management details.

Client Onboarding Form (.xlsx)

Will create a new client automatically

Rate Guide (.xlsx)

Imports zone pricing, surcharges, DIM factor, and dimensional restrictions — Import onboarding form first or select a client

How Auto-Import Works

1. Import Onboarding Form

Upload the Excel file from BD. It auto-creates the client with all available account info, contacts, warehouses, and contract details. Missing fields are flagged.

2. Import Rate Guide

Upload the rate guide Excel. It parses all zone pricing, surcharges, DIM factor, and dimensional restrictions into the rate card.

3. Fill Missing Data

Go to Profile & Contacts to manually fill in any fields the BD team didn't provide. The completeness bar in the header tracks your progress.