RMIS Integration

Integration - RMIS

EZ Loader TMS has partnered with RMIS to provide our mutual customers a seamless integration within EZ Loader TMS. 

*** PLEASE NOTE: You must have a EZ Loader Business or Business Pro level subscription to utilize RMIS Integration***

Below you'll find a walkthrough describing how to setup your RMIS integration

Setup Your Integration

1: Contact your RMIS representative, tell them you are trying to integrate with your EZ Loader TMS account and ask for your:

  • Integration Password
  • Client ID

2: Go to the Integrations page in your Settings (click your initials in the top right and choose SETTINGS)

Integrations Settings page

3: Click the + sign under "API Portal Integrations" and select "RMIS" from the drop down. 

4: Enter your credentials into the appropriate fields and click save.

  • Password - Provided by your RMIS representative
  • Client ID - Provided by your RMIS representative
  • Domain Name - This will be the subdomain of your RMIS onboarding website. (ONLY REQUIRED FOR PREMIUM TIER) 
    • Ex. ezloader.rmis.com = ezloader
    • Your RMIS rep will be able to assist in providing you this information
  • Plan - This is your RMIS subscription level: "RMIS Monitoring Only" = lite , "RMIS carrier onboarding services" = Premium

RMIS - Functionality (RMIS Monitoring Only / Lite Subscription Tier)

1. When onboarding a new carrier, EZ Loader will search RMIS's database using the carrier's MC#. The carrier's Cargo, Liability and Risk assessment will be pulled from RMIS's database and displayed at the bottom on the "New Carrier" window.  

Note: If the carrier does not exist in RMIS's database you will receive an error message and will not be able to proceed adding the carrier.

2. With a RMIS "Lite" level subscription, Carrier Onboarding will still utilize EZ Loaders carrier onboarding process.

****CLICK HERE FOR MORE INFORMATION REGARDING EZ LOADER DIGITAL CARRIER ONBOARDING****

3. When an RMIS integration is being utilized, once the Carrier Onboarding process is complete the carrier will be automatically set to "Active" status and the following carrier information will be pulled from RMIS's database and input into the Carrier's profile within EZ Loader: Proof of insurance documents, equipment types, contacts, cargo/liability insurance information. 

(Please note: Only information that is available within RMIS's database will be pulled over)

(Please note: There may be up to a 15 minute delay between the point of carrier onboarding and the addition of the carrier information from the RMIS's database into the EZ Loaders carrier profile)

4. Every 15 Minutes RMIS's database will "push" any updated Carrier information into their respective Carrier profiles within EZ Loader.

You can also manually trigger an "update check" by clicking the refresh icon in the "Insurance & Certification" section under "Details" in the Carrier profile.

**IMPORTANT!:  You will not be able to assign a carrier to a load with an "Unacceptable" RMIS risk assessment**

RMIS - Functionality (RMIS Carrier Onboarding Service / Premium Subscription Tier)

1. When onboarding a new Carrier, EZ Loader will search RMIS's database using the carrier's MC#. The carrier's cargo, liability and risk assessment will be pulled from RMIS's database and displayed at the bottom on the "new carrier" window.  

Note: If the carrier does not exist in RMIS's database you will receive an error message and will not be able to proceed adding the carrier.

2. With a RMIS "Premium" level subscription, carrier onboarding will now utilize RMIS's carrier onboarding process versus EZ Loader's built in Digital Carrier Onboarding feature.

3. When the green "Send Onboarding" button is selected when adding a new carrier, an email will be sent to the carrier with a link to RMIS's external website / carrier onboarding process

***Please Note: When utilizing RMIS's carrier onboarding through you premium subscription, carrier agreements will be uploaded to the Documents section of the EZ Loader Carrier profile after the Carrier completes their Onboarding through RMIS. This Carrier Agreement will not upload to EZ Loader immediately, but some time after the completion of the Onboarding in RMIS.

4. When an RMIS integration is being utilized, once the Carrier Onboarding process is complete, the carrier will be automatically set to "Active" status and the following carrier information will be pulled from RMIS's database and input into the carriers profile within EZ Loader: Proof of insurance documents, equipment types, contacts, cargo/liability insurance information. 

(Please note: Only information that is available within RMIS's database will be pulled over)

(Please note: There may be up to a 15 minute delay between the point of carrier onboarding and the addition of the carrier information from the RMIS's database into the EZ Loader carrier profile)

5. Every 15 Minutes RMIS's database will "push" any updated carrier information into their respective carrier profiles within EZ Loader.

You can also manually trigger an "update check" by clicking the refresh icon in the "Insurance & Certification" section under "Details" in the Carrier profile.

* *IMPORTANT! : You will not be able to assign a carrier to a load with an "unacceptable" RMIS risk assessment**

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