🚛 Roadvision to CLI Converter
Convert customer profiles from Roadvision to CLI-compliant CSV format
📁 Data Source
CSV Upload
Database Connection
Available
📋 Using Server CSV Files
location.csv
- Customer location data (28 MB)
pro_header.csv
- Shipment history for bill-to analysis (575 MB)
loc_contact.csv
- Contact information (83 KB)
All files are loaded from server automatically
⚠️ Database Connection
Connect directly to Roadvision SQL Server
Requires network access to database server
Credentials are not stored
Server Address *
Hostname or IP address
Port
Default: 62410
Database Name
Default: RVDatabase
Username
Leave empty for Windows auth
Password
Leave empty for Windows auth
⚙️ Conversion Options
Location Types
Select which location types to export
Shipper Only
Consignee Only
Bill-To Only
All Types (Recommended)
Shipper + Consignee
Shipper + Bill-To
Consignee + Bill-To
Shipper + Consignee (Exclude Bill-To)
All Types:
Exports every location flagged as shipper, consignee, or bill-to. This is the most comprehensive option and recommended for a full CLI import.
Combined Output
Generate single CSV for all location types (instead of separate files)
📋 Include Self-Referencing Billing Files
Generates an additional copy of each CSV where blank Charge Customer, Mail Customer, Stats Customer, and Rate Customer fields are filled with the customer's own Cust# (location code). The original files with blanks are always included. Useful when CLI requires these fields to contain valid customer codes.
Ignore Contact Type Flags
Use first contact per location regardless of type flags
🧠 Intelligent Bill-To Assignment
⚠️ WARNING: Takes 5-10 minutes for large datasets. Analyzes shipments per location to determine charge customer
Confidence Threshold
Minimum % of shipments with same bill-to (70% recommended)
Minimum Shipments
Minimum historical shipments required (5 recommended)
📅 Shipment Date Cutoff
Only analyze shipments from this date forward. Leave blank to use all historical data. Newer cutoff = faster but less data.
🔢 Max Shipments Per Location
How many recent shipments to analyze per customer (default 25). Lower = faster but less thorough.
⏱️ Performance Tips
Quick scan:
Set date cutoff to last 6 months + max 10 shipments (fastest, ~1-2 min)
Balanced:
No date cutoff + 25 shipments per location (default, ~5-10 min)
Thorough:
No date cutoff + 100+ shipments per location (slowest, most accurate)
🚀 Convert to CLI Format
✅ What You'll Get
ZIP Download:
Contains all converted CSV files
CLI-Ready:
Files formatted exactly per CLI Customer Profile spec
Intelligent Bill-To:
Optional analysis of shipment history to assign charge customers
Self-Reference Billing:
Optional additional CSV with blank billing fields filled with the customer's own code
Summary Report:
Statistics and data quality metrics including bill-to confidence
Real-time Progress:
Live status updates during processing
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