Import Current RMS Jobs

Connect Current RMS, import opportunities as transport stops, and choose which Current RMS PDFs should follow into the matching route.

Article guidance

The Current RMS integration helps organisations that already plan jobs in Current RMS bring relevant work into Transport Manager. SmartGig reads opportunities and creates or updates transport stops. It does not edit the Current RMS jobs.

If Current RMS has PDF attachments or prepared opportunity documents, SmartGig can show them during import. They are not selected automatically. Choose one or many PDFs, and SmartGig copies them onto the matching transport run after the stop is placed on a route.

What imports well

Jobs with clear dates, addresses, postcodes, references, and useful delivery or collection notes.
Jobs that map cleanly to drops, collections, or route-plan stops.
Jobs with PDF attachments or prepared documents that drivers need for the relevant drop, collection, or route stop.
Jobs where the transport team still wants to review timing, weight, vehicle fit, and access after import.

Connect Current RMS

Open Transport integrations: Use the integration menu from route plans or transport settings where available.
Configure Current RMS: Enter the Current RMS subdomain and API key.
Test the connection: SmartGig checks whether it can read opportunity records.
Save the connection: The integration status changes when connection details are usable.

Import jobs

Choose Import jobs: Open the import modal.
Select date range and filters: Preview opportunities that match the range.
Review blocked rows: Rows missing a postcode or required mapping need fixing before import.
Review import destination/s to job: Import into an existing plan or create a new plan, then confirm the destination records you want to pull into the job.
Choose Current RMS PDFs: When PDFs are available, review the total count, expand the selected destinations, and tick only the attachments or prepared documents you want to copy.
Import selected stops: Repeat imports update matching imported rows rather than blindly duplicating them.