Freight Rate Importer
Sustainable solutions presented by Computer System Innovations, Inc.
Computer System Innovations
[email protected]
Version 1.4.3
6/13/2016
User Guide
Contents
Overview..................................................................................................................................................................................................................................3
Basic System Requirements ........................................................................................................................................................................................3
Installing Freight Rate Importer.............................................................................................................................................................................. 4
About the License Key ...............................................................................................................................................................................................5
Setup iMIS with Zone Tables and Shipping Methods .................................................................................................................................. 6
Create a General Lookup validation table called SHIP_METHOD ................................................................................................. 6
Setup Zone Tables .........................................................................................................................................................................................................7
Download Latest Zone Charts from your shipper ......................................................................................................................................7
Obtain current shipping rates..............................................................................................................................................................................12
Obtain Current Fuel Surcharge Rates.............................................................................................................................................................13
Running Freight Rate Importer.............................................................................................................................................................................. 14
Updating US/Canada Zones....................................................................................................................................................................................... 14
Updating Country Zones............................................................................................................................................................................................. 19
Updating Freight Tables.............................................................................................................................................................................................. 22
Updating Fuel Surcharges .........................................................................................................................................................................................24
Troubleshooting ..............................................................................................................................................................................................................26
Release Notes .................................................................................................................................................................................................................... 27
Index .......................................................................................................................................................................................................................................29
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Overview
Freight Rate Importer is designed to take Zones and Rates from commercial shipping companies such as UPS,
FedEx, USPS and upload them into iMIS. In addition, Freight Rate Importer has the ability to update Fuel
Surcharges on the fly. Fuel surcharges can change monthly and it is important they stay up to date. Prior to
Freight Rate Importer, you had to re-import your data monthly.
Basic System Requirements
The following system specifications are required to successfully run Freight Rate Importer:




Windows Vista or higher
SQL Server 2008/2008R2/2012/2014
Microsoft .NET Framework version 3.5
iMIS 15.1.3 or higher
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Installing Freight Rate Importer
Note: It is best practice for all users to be on the same version of Freight Rate Importer.
1.
Download Freight Rate Importer from www.csiinc.com/downloads.aspx to your workstation.
o
You will need your CSI Website User Name and password. If you do not have this information
contact [email protected]
2.
Unzip the folder, and navigate to the unzipped folder.
3.
For Win Vista/7/2008, Right mouse click on the Setup.exe and run as Admin
For XP, Double Click the setup.exe
4. The Setup Wizard will open. Click Next.
5. The license Agreement will display. Select “I accept...” and Click Next.
6. Verify the default installation folder. Click Next.
7.
Click Install to start the installation. A screen will then show, displaying the progress of the install.
8. A screen will confirm that Freight Rate Importer has been successfully installed. Click Finish.
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About the License Key
When you first log into FRI, the license process will attempt to register your license key automatically by
calling back to CSI to get your iMIS information. If the information that CSI has on record is accurate then you
will not be prompted with any license key information. It will update your license information automatically.
If the process cannot call CSI or the license key information does not check out with what CSI has on record,
then you will be prompted to enter a license key manually. You will need to obtain this key by contacting CSI
Support. After the license key has been validated and entered, you will be able to use FRI on your iMIS
database. Since the license key is stored in your iMIS database, you will only need to enter this key once per
database. Installing FRI on a new computer will not require you to re-enter your license key.
Note: Changing the “Licensed To:” name for iMIS will require a new license key. If the license key detects a
change in this, it will follow the same process as above trying to call back to CSI to verify your product
information. In most cases, if you are prompted for license information it is likely that CSI does not have your
updated iMIS information. Contact CSI at [email protected] with a screen shot of the current iMIS System
Setup and a new key will be emailed to you.
1.
2.
3.
Log into iMIS as an administrator (manager)
Click on File > System Setup in the top toolbar
Copy and send to [email protected]
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Setup iMIS with Zone Tables and Shipping
Methods
You will need a Zone Table for each ship method (normally) and one for each country (although they will share
the same names). Each shipping method requires a zone table.
Create a General Lookup validation table called
SHIP_METHOD
1.
Note: You may already have this table in iMIS, in which case you can use the values in it, or create new ones.
2.
Open iMIS and go to Customers>Setup Tables>General Lookup Validation
3.
Click on the drop down arrow and select (New Table).
4. Type SHIP_METHOD as the table name.
5. Type in the desired ship methods. Do not put spaces in your codes. The following are sample codes you
may wish to use (Note, only use the Ship Methods your organization uses!):
UPS_GRND
UPS_NDSVR
UPS_NDY
UPS_2DY
UPS_3DY
UPS_NDAM
UPS_2DYAM
UPS_WWEXPR
UPS_WWSVR
UPS_WWEXPT
UPS_STDCA
UPS_STDMX
FX_STD
FX_2DAY
FX_SVR
FX_GRND
FX_INT_E
FX_INT_P
FX_INT_F
FX_INT_C
FX_HOME
FX_PO
FX_FO
USPS_PM
USPS_EM
USPS_PM_I
USPS_EM_I
USPS_GE_I
UPS Ground
UPS Next Day Saver
UPS Next Day
UPS 2ND Day
UPS 3rd Day
UPS Next Day AM
UPS 2nd Day AM
UPS World Wide Express
UPS World Wide Express Saver
UPS World Wide Expedited
UPS Standard Canada
UPS Standard Mexico
FedEx Standard Overnight
FedEx 2nd Day
FedEx Saver
FedEx Ground
FedEx International Economy
FedEx International Priority
FedEx International First
FedEx International Canada
FedEx Home Delivery
FedEx Priority Overnight
FedEx First Overnight
USPS Priority Mail
USPS Express Mail
USPS Priority Mail International
USPS Express Mail International
USPS Global Express International
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(The above codes are in SHIP_METHODS.txt which is part of the Rate Sheet Downloads that CSI makes
available – you can alternatively import them into the General Lookup/Validation table (use the import
button on the bottom of the SHIP_METHOD table). Please note, these are only suggestions and you may
use your existing codes if you like or create other ones (e.g. instead of UPS_2DY, you might have UPS2D, it is
totally up to you, however, you have a limit of 10 characters total).
6. Restart iMIS.
Setup Zone Tables
You can setup Zone tables in advance, but it is not necessary – Freight Rate Importer will create them for you.
Download Latest Zone Charts from your shipper
1.
The easiest way to find your zone charts is to use Google. For instance, to find your UPS zone chart
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2.
Enter the Zip Code of where the shipments will be originating.
3.
Click on Download.
4.
Save the file on your computer or network.
5.
The file contains extraneous information that is not needed for FRI. Therefore, open the saved file with
Excel and Remove the un-needed information (see steps 6 & 7 below).
6.
Remove all lines above the headers of Dest. Zip | Ground | 3 Day Select | etc.
Delete these rows
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The top of your spreadsheet should look like this now:
7.
Now scroll to the bottom of the spreadsheet and remove all lines after the final zip code range (988-994).
Delete every row
after 153 in this
example
In the example above, rows 153- 208 had to be deleted. There should be only blank rows after your final
row and it should look something like this.
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8.
Save the file.
9.
Repeat for your other shipping methods, note FedEx is similar (we recommend using Firefox for this).
10.
Same as with UPS, clean up all rows above the header.
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Delete these rows
11.
Also delete all rows after the final Zip Range.
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Delete every row
after 250 in this
example
Obtain current shipping rates
The current shipping rates for both UPS and FedEx can be found in excel format by going to the CSI website at
http://www.csiinc.com/downloads.aspx
These will be updated every year and will need to be updated accordingly.
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Obtain Current Fuel Surcharge Rates
Make a note of the current Fuel Surcharge Rate while in the website of your freight provider. Once again, the
fastest most reliable way to do this is to use Google. The example below is for UPS. Please remember each
shipper has their own Fuel Surcharges.
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Running Freight Rate Importer
1.
Click on the shortcut menu Freight Rate Importer under:
Start > All Programs > CSI Programs
2.
You will be prompted for an iMIS user name and password. Enter your credentials.
a.
For 10.6, Select iMIS 10 – Data Source Name and then choose the DSN in the dropdown (it will match
what iMIS has).
b. For iMIS 15, Choose iMIS 15 – Web Server URL and then select your IMIS 15 URL (it will match your
login screen in iMIS).
Updating US/Canada Zones
1.
Click on the button Update US/Canada Zones from the main screen.
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2.
Select the Ship Method from the drop down menu.
3.
Select the Country (leave blank for US, otherwise Select Canada – these are the only two entries you would
ever select here).
4. Enter a Description (optional).
5. Select the Browse button to find the Zone chart downloaded from your shipper’s website (e.g. 600.xls)
7. Click Open to insert the table into Freight Rate Importer.
Note, if you receive an error at this point such as:
Then you have not cleaned up your Zone Chart that you downloaded. See the section titled Download
Latest Zone Charts from your shipper
8. Select the column (on the bottom) that matches the Ship Method you are importing.
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Note how we are selecting UPS_GRND as the Ship Method, then choosing the appropriate column from the
spreadsheet, in this case Ground.
9. Click Import.
10. A message will display stating the number of zones to be added to the iMIS table. Click Yes.
11.
A message will display stating the process has completed. Click OK.
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12. Now repeat for each Ship Method (US Only) that your organization supports.
13. Stay in this screen to import the Canadian Zones (US Customers Only). Note that CSI does not provide the
Canadian Zones and they are based on the State you are shipping from. You will need to obtain these
yourself. Please see Download Latest Zone Charts from your shipper.
a. Select the Canadian Shipment Method
b. Select Canada as the Country
c. Browse to the spreadsheet you created
d. Choose UPS Canada From the list of Worksheets
e. Select the appropriate column for your shipment method. In the example below, we are bringing in
UPS Standard Canadian Rates so we choose the column that has our state in it. This will only apply
for UPS Standard Shipping. Other Canadian shipping methods include UPS Saver Canada, UPS
Expedited, and UPS Express. For these shipping methods, you will choose the appropriate column
from the Spreadsheet as they are NOT based on the State you are shipping from.
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f.
Click Import.
g. Click Finished when done.
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Updating Country Zones
Freight Rate Importer allows importing and updating zones for different countries in one operation. This is
required if your organization ships outside of the United States.
Follow the instructions below to import country zones in mass:
1.
Click on the Update Country Zones button.
2.
Select the International Ship Method from the drop down control.
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3.
Click on the Browse... button and select a file to import (use the CSI provided International Zones Table for
UPS).
4. Select the appropriate Column to match the Ship Method. In the example below, we are importing the
Worldwide Express Zones. If you are unsure of which shipping method your organization uses, please
check with your shipping department. Also, note, there are specific entries if you are shipping from Dade
and Broward Counties in Florida as well as for if you are located in the Western US or the Eastern US for
UPS Worldwide Expedited shipping method. Check the UPS website to determine if you are in the East or
West.
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5. Optionally, click on the Preview button to validate how the data will be imported:
6. Click on the Import button when ready to import the country zones.
7.
Click YES on the confirmation dialog to start the import.
8. A successful confirmation message will be displayed upon completion. Click OK.
a.
Remember for Importing Expedited Rates, you must determine the appropriate origin for your
State. This information can be obtained from the UPS website.
9. Click Finished when done with your International Zones.
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Updating Freight Tables
1.
Click on the button Update Freight Tables from the main screen.
2.
Select the Ship Method from the drop down.
3.
Browse to the freight tables that were provided by CSI.
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4. Choose the appropriate Worksheet for your Ship Method. In the example below we are bringing in UPS
Ground and therefore are selecting the UPS Ground Worksheet.
5. Click Import.
6. A message will display stating the number of records which will be added to the iMIS Rate table. Click Yes.
7.
Repeat for each additional Ship Method. Remember, change the Worksheet (located just to the right of the
Browse button) each time.
8. Click Finished.
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Updating Fuel Surcharges
1.
Click on the button Update Fuel Surcharges from the main screen.
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2.
Enter the Fuel Surcharge Percent which you made note of from your shipper’s website – note that
International and Overnight Shipping will normally be higher than Ground US.
3.
Click Save.
4. Once the initial setup has been completed you can choose to update the Freight Rate Tables, Zone Tables or
Surcharges on an individual basis by selecting the appropriate button.
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Troubleshooting
If you have any issues with Freight Rate Importer, please contact CSI Support at [email protected]. Tickets
are normally responded to within 1 to 2 business days after they are submitted.
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Release Notes
Version
Date
1.1.2
Notes
 Microsoft .NET Framework 2.0 is now required
 New login interface supporting iMIS 15.
1.1.3
Miscellaneous updates
1.1.4
Fix issue when updating the Fuel Surcharge rate
 Fix issue when importing Canadian zones
 Fix issue with special separator character
1.1.5
1.2.0
New login interface
1.2.1
Support of Zone range header (for example: Zone 9-11)
1.2.2
Fix truncation issue on shipping method field when importing zone
1.2.3
Update CSIUtil.DLL to version 1.1
 Fix loading of import files in 64 bit OS (CW 18922)
 Add support for XSLX files
1.2.4
1.2.5
Fix error missing @SHIP_METHOD parameter
1.2.6
Fix Excel rates file appending an "F" character to numerical column names (CW 20664)
1.2.7
Change file parsers to use "Koogra Excel BIFF/XLSX Reader Library" and a "Fast CSV
Reader (LumenWorks.Framework.IO.Csv)" (CW 21019)
1.2.8
5/16/2012
Enhance parsing of XLS and XLSX files (CW 25912)
1.2.9
6/12/2012
1.2.10
1/4/2013
Correct license issues. (CW 26358)
 Update Fuel Surcharge parameter to be by Ship Method (CW 30025)
 Update Login Control to remove URL suffix "/CS" (CW 30026)
 Add support for Country Zones import (CW 29571)
 Fix text file parser converting fields into numeric currency values (CW 29484)
1.2.11
2/1/2013
Correct registry path for user's preferences (CW 30410)
1.2.12
4/17/2013
User interface updates (CW 31240)
1.3.0
5/2/2013
Update query to retrieve list of available shipping methods (CW 1048)
1.3.1
5/22/2013
Integrate the new version of Login control
1.3.2
6/5/2013
1.3.3
7/17/2013
Fix issues with loading of shipping methods (CW 32802)
 Fix loading of shipping methods (CW 1048)
 Integrate with the Login Control that supports iMIS 20
1.3.5
8/9/2013
Fix the issue of login control Web Server URL (remove “/cs” or “/cs2”) for iMIS 20
1.3.6
6/3/2014
Fix database version not being updated when the program updates
1.3.7
6/6/2014
1.3.8
8/18/2014
Fix freight rates import adjusting values based on existing fuel surcharges (CW 39977)
 Updates to Fuel Surcharge window to improve usability (CW 40854)
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Version
Date
Notes
 Changed country dropdown to only show US and Canada in the ‘Update US/Canada
Zones’ window. Added tooltip reminder above dropdown (CW 38316)
1.3.9
5/4/2015
Enhancements to Licensing, Login and About dialog windows (CW 46313)
1.4.0
6/30/2015
Fix bug with Login control not accepting valid URL (CW 48242)
1.4.1
7/15/2015
Enhancements to login control and iMIS URL handling (CW 48242)
1.4.2
6/8/2016
Output additional message on login failure (CW 61648)
1.4.3
6/13/2016
Add support for FIPS compliant algorithms (CW 61648)
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Index
This PDF reader’s Search functionality is far more powerful than a traditional index; please use it to locate
words and phrases within the User Guide.
The Search function is typically accessed by pressing Ctrl + F. CSI recommends using the Advanced Search
function in Adobe Reader or Adobe Acrobat.


Shift + Ctrl +F
Edit -> Advanced Search
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