There are two ways to get data out of polt.ai. Shipments you can export yourself in a few clicks. Anything else — a bulk export, a bulk import, a bulk correction, or a deletion — is a Data Request, and a person handles it.
Exporting shipments yourself
From the Shipments dashboard:
Tick the box at the start of each row you want. To take everything on the page, use the checkbox in the column header.
A bulk action bar appears at the bottom showing how many are selected, with Export, Restore and Archive.
Click Export and confirm.
The one thing worth knowing before you click: the file contains the fields that are currently columns in your view — not every field on the shipment. If something you need is missing from the export, it was missing from the view. Set your columns first with the column display options, and narrow the rows with search and filters.
If you export the same thing regularly
Save the column setup as a view — a weekly billing report, a carrier performance summary, whatever it is. Then exporting becomes: switch to that view, select, Export. The file comes out with the same columns every time, so the numbers line up week to week without anyone rebuilding the layout.
Everything else: raise a Data Request
Use the Data Request type for anything the Shipments export does not cover. It is the right queue for an export of something other than shipments, a bulk import, a bulk correction across many records, or a deletion.
Four things make it fast, and leaving them out is what usually slows a request down:
What data — shipments, clients, carriers, quotes, documents.
Which records — a date range, a client, a status. "Everything" is a much bigger job than most people expect, and usually not what is wanted.
Which fields, if you already know. It is quicker to build the right file once than to send three.
What it is for — an audit, a migration, an accountant, a board pack. Knowing the destination often changes the shape of the file, and occasionally means there is a faster way to get you what you need.
Deletions
Deletion goes through the same Data Request type, but it is never actioned on the strength of a chat message alone. We will confirm the scope with you in writing first, because a deletion is the one request here that cannot be undone.