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How to Upload Accounts in the Address Book

Within Address Book in Configurations, you can upload all of your accounts, their associated locations, and contacts. 

Last Updated: September 2025

Applies to:

Shippers, Brokers, Carriers, and Partners

Common Scenario(s)/Challenge (s):

The Address Book is utilized when you need to save pickup or delivery locations—such as your clients’ customers—that you may reuse but that are not direct client or vendor locations. It lets you prefill addresses and contacts in quotes and shipments, helping reduce repeat entry and preserve known accessorials and operating hours. 

Solution Overview:

This guide outlines the step-by-step process for uploading locations and contacts. These locations can be assigned to specific clients only, or be available to all clients.

To upload your initial client accounts, use the provided template, which allows one row per client account with space for a single associated contact and location.

Step by Step: 

  1. Click the  “Configurations” section located in the lower left sidebar menu.
  2. Select the “Address Book” tab.
  3. Click the 'Upload Address Book'  icon located in the top right above the table (see screenshot) 
  4.  This will prompt the window for you to download the Accounts Template. Click the Download Accounts Template and open the template file downloaded.

  5. Within the Template file, fill in the appropriate fields and save it on your PC with your desired naming convention.
         The following items should be considered when filling out the file:
    1. The blue fields are required
    2. Account name must be exact (if entered. This is not a required field).
  2. After updating the file with your data to upload, save it to your PC, then go back and select the 'Upload Account' icon, and click in the 'Upload your accounts spreadsheet file' area of the pop-up window.
  3. Locate your file, and the window will indicate the File is ready for upload. Click the Upload button.
  4. The system will provide a description of a successful upload or indicate failures upon uploaded. After uploading, you can edit your data within the screen to make any necessary updates.

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 Still Need Help?

 If you need further assistance from our support team please email support@G2Mint.com

 

Field Name (bold items are required) Upload Requirement Description
Account Name Optional This is the name of the Account you to have access to this Location.  If the location can be available to all clients, leave blank.
Location Name Required This is the name of the associated location (s) you want displayed withinhtin the Application.  Each Location should have a unique name.  For example, if Acme Distribution Center has 10 different locations, you must provide 10 different names: Acme Memphis, Acme Atlanta, etc.
Address1 Required Street Address associated with the location specified in this upload
Address2 Optional Can be additional information needed for address 1 such as a Suite number or even a second address
City Required City name associated with the address (please specify the full name)
State Required Use the common two-letter state abbreviation code
Postal Required Zip code for the location
Country Required 3 Letter Country Code (USA, CAN, MEX)
Location Notes Optional Any specifics you want to denote on here for reference. This will not show up on the BOL if it is a ship to or receiving location but there are BOL notes that can be added directly within the location Edit screen.
Location Accessorials Optional Best to enter after the upload and leave blank for now. Go into the location added within the account and click edit, there will be a drop down for choosing common accessorials that apply for that location
Schedule Name Optional If left blank this will default to standard business hours of 8am-5pm local time for that location. 
Pickup Appointment (T/F) Optional Mark T and F if you want to ensure a pick up appt is set when shipping to or from this location. This can also be done as needed via the build shipment screen if not set.
Delivery Appointment (T/F) Optional Mark T and F if you want to ensure a pick up appt is set when shipping to or from this location. This can also be done as needed via the build shipment screen if not set.
FCFS Pickup (T/F) Optional Mark T and F if you want to ensure a pick up appt is set when shipping to or from this location. This can also be done as needed via the build shipment screen if not set.
FCFS Delivery (T/F) Optional Mark T and F if you want to ensure a pick up appt is set when shipping to or from this location. This can also be done as needed via the build shipment screen if not set.
First Name Required First name of the initial contact you are uploading
Last Name Required Last name of the initial contact you are uploading
Email Required Email email of the initial contact you are uploading
Phone Required Phone phone of the initial contact you are uploading