Moving to Docklify: Import Your Rates and Past Orders

Switching systems does not mean retyping everything: import your rate sheet first, then your historical drayage orders — with a per-row report that shows exactly what landed and what did not.

The Import page in Drayage (Drayage → Import, also linked from the Rate Tables page) brings your existing data over in two separate imports: rates first, history second. Both follow the same steps, and nothing is saved until you have checked the column mapping and confirmed — the preview never writes anything.

Step 1: Import your rate sheet first#

1. Open Drayage → Import and stay on the Rate sheet import tab. Choose your Excel or CSV file — one row per fee code, with a unit price on each row.
2. Check the column mapping. Docklify suggests which of your columns is the fee code and which is the price — fix anything that looks wrong, because the import follows exactly what is set here. Then tick “I checked the column mapping”.
3. Pick the client the sheet belongs to, give it a name and an effective date, then click Confirm import. The rates arrive as a new draft version of that client’s rate sheet — your current prices keep working until you activate the new sheet.

Step 2: Import historical orders#

1. Switch to the Historical orders import tab and choose the file. Each row needs the original order number, the client code, the move type, and the pickup and delivery places. Container number, B/L number, dates and amounts are optional — several rows with the same order number are treated as one order with several containers.
2. Check the column mapping the same way, tick the confirmation box, and click Confirm import.

How to read the result report#

• Every row gets its own line in the report: Imported, or Failed with the reason in plain words — for example a fee code that does not exist yet, a client code that matches nobody, or a container number whose check digit does not add up. Failed rows never stop the good rows, and nothing is silently dropped.
• Fix the failed rows in your file and import the corrected file. Rows that already landed are reported as duplicates instead of being created twice.
• If every row failed — for example because a fee code or a client did not exist yet — nothing was saved at all, so the import does not block you: create what is missing first, then import the same file again and it will go through. The retry replaces the failed attempt in the batch list, keeping a note that it superseded it.
• Importing the exact same file again for the same target is blocked as a whole — that is deliberate, so a double-click or a re-send can never double your data. Past imports and their reports stay listed under Import batches on the Import page — click a batch to see its per-row report again.

Historical orders are read-only#

Imported historical orders are there for lookup and reporting: you can find them in the orders list (they carry a historical marker, and the list can be filtered to just them), open them, and include them in reports. They never enter dispatch — they will not show up on the dispatch board or be offered to a driver — and their amounts are records only: they are not re-billed and do not change what any client owes today. Live orders you create in Docklify work as usual.

Docklify features used in this article#

• Drayage → Import (/drayage/import): rate sheet import and historical orders import, with suggested column mapping and per-row reports.
• Drayage → Rate Tables (/drayage/rate-tables): where the imported draft rate sheet appears for review and activation.
• Drayage → Orders (/drayage/orders): historical orders with their marker, filterable with the historical filter.