đ„ Video walkthrough: watch this step on YouTube. A short recorded demo of exactly these steps.
One shipment at a time: Despite the name, "Import shipment" doesn't bulk-load multiple shipments from a spreadsheet. It uses AI to read a single document and create a single shipment from it.
AI extraction isn't perfect â review every field after import: The AI gets most fields right, but always verify the imported shipment before sending a rate confirmation, posting to load boards, or otherwise acting on it.
1. Open the Import shipment dialog
Click Shipments in the top nav and select Import shipment. The Import shipment dialog opens.
2. Select the customer
In the Customer field, type the customer's name and select them from the dropdown.
The customer must already exist in polt.ai. If they don't, create the client first.
3. Attach the source document
Either:
Drag and drop the file into the upload area, or
Click Choose files to browse for it
Supported formats: PDF, PNG, JPG/JPEG, TXT, CSV Maximum size: 10 MB
Use whatever document has the shipment details â rate confirmation from the customer, tender PDF, customer email, screenshot, etc.
4. Import
Click Import. polt.ai reads the document and creates a new shipment with the extracted details.
5. Review the imported shipment
Open the new shipment and verify every section:
General (customer, mode, sales rep)
Freight details (equipment, weight, footage, declared value)
Stops (pickup and delivery addresses, dates, times, references)
Reference numbers
Pricing
Special instructions
Correct anything the AI got wrong, then save.
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Important: Common things to double-check are appointment times (AI sometimes confuses time zones), reference numbers (PO vs. pickup vs. confirmation #), accessorials, and freight requirements.