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CSV Export

CSV export generates downloadable files containing TMS.ai data in comma-separated values format. This file-based approach works with any system that can import CSV files, including Excel, legacy accounting software, and custom reporting tools.

Export functionality is built into TMS.ai boards and supports filtering by date range, status, customer, or other criteria. This lets you extract exactly the data you need for specific reporting or integration purposes.

What you can export:

  • Orders: Order details including pickup/delivery locations, customers, carriers, dates, and status
  • Invoices: Invoice numbers, customers, line items, totals, payment status, and dates
  • Financial Line Items: Individual charges with GL codes, accounting tags, amounts, and document references
  • Drivers: Driver information, credentials, and contact details
  • Assets: Truck and trailer details, VINs, and maintenance records
  • Customers: Customer profiles, billing addresses, payment terms, and credit limits
  • Carriers: Carrier information, DOT numbers, and insurance details

How to export data:

  1. Navigate to the board view for the data type you want to export (Orders Board, Invoice Board, Financial Line Items Board, Driver Board, Asset Board, Customer Board, Partner Board)
  2. Apply filters to narrow down your dataset:
    • Date range (last 30 days, specific month, custom range)
    • Customer or carrier
    • Status (pending, completed, cancelled)
    • GL code (for financial data)
    • Document type or category
  3. Click the Export button (typically in the top right corner of the board)
  4. Select CSV as the export format
  5. Choose which columns to include (all fields or specific fields)
  6. Click "Export to CSV" to generate the file
  7. For large datasets (thousands of records), the system may queue the export and send an email when ready
  8. Download the CSV file to your local computer

Financial Line Items export:

The Financial Line Items board includes specialized export for accounting integration. The board displays all financial line items including GL codes, accounting tags, and document references. Currently, FLIs appear from Invoices, Bills, and Assets.

Filter FLIs by:

  • GL Code (to see transactions for specific accounts)
  • FLI Type (e.g., freight, fuel)
  • Date Range (for month-end close or specific periods)

Click the Export button to download FLI data as a CSV file. This export includes all details accounting teams need for reconciliation.

Integrating with accounting systems:

For systems like Sage or Great Plains that don't have direct API integration, CSV export provides the data bridge:

  1. Export financial line items or invoices from TMS.ai as CSV
  2. Set up an API or manual import in your accounting system to sync the exported data
  3. Map CSV columns to corresponding fields in your accounting software
  4. Import the file according to your accounting system's procedures

The CSV format is standardized with column headers in the first row, followed by one row per record with comma-separated values. This universal format works with virtually any business application.

Using exported data:

  • Excel/Google Sheets: Open the file directly to analyze data, create pivot tables, or build custom reports
  • Accounting systems: Import using the system's built-in CSV import functionality
  • Database tools: Load the CSV into your database using standard import utilities
  • Custom applications: Process the CSV programmatically for automated workflows

CSV export bridges the gap between TMS.ai and systems that don't support real-time API integration, enabling data flow without custom development work. Legacy accounting systems get the financial data they need, and Excel-based reporting becomes practical when you need flexible analysis beyond TMS.ai's standard reports.