When to use this
- You just received an RFP or bid file from a shipper.
- You need to get lane data into BidRight so your team can start pricing.
- You’re importing a Round 2 or updated bid file for an existing customer.
How to import a bid
Step 1: Navigate to your customer's bid
Go to the customer in BidRight and open (or create) the bid you want to import into.If the bid does not exist yet, create it first. You need a bid record before you can import lanes.
Step 2: Start the import
Click the import button on the bid detail page and upload an Excel file (
.xlsx or .xls).Use the raw file your shipper sent you. BidRight handles the cleanup.Step 3: Map your columns
BidRight attempts to automatically match columns in your file to the fields it needs, including Origin City, Origin State, Origin ZIP, Destination City, Destination State, Destination ZIP, and Customer Lane ID.For example, if the shipper named a column
Railroad and that column is really Trailer Type, rename the header to Trailer and re-import.Manually correcting mappings is coming soon to BidRight.Step 4: Review and confirm
Before the import runs, review the preview of how BidRight interpreted your data. This is your chance to catch wrong mappings, unexpected blanks, or formatting issues.Once everything looks right, confirm the import. BidRight processes the file in the background.
Location normalization
BidRight standardizes city, state, and zip combinations to a consistent internal format during import. For example, “St. Louis, MO” and “Saint Louis, Missouri” resolve to the same location. This prevents duplicate lanes caused by minor formatting differences in the customer’s file. Zip codes are always accepted as an alternative when a city/state combination is ambiguous.What to watch for
- Customer Lane IDs must be unique.
- Large files with lots of historical data from your TMS process in the background. You do not need to wait on the import screen. BidRight will process the file and notify you when it is ready.
- You can re-import. If you need to start over or import an updated file, you can. The new import replaces the previous lane data for that bid.
Related content
- Fix Import Issues — Resolve import errors and rerun cleanly.