RMIS Integration | Automated Carrier Data Synchronization | FTM

RMIS Integration

Keep Carrier Records Current Without Rebuilding Them By Hand

RMIS provides approved carrier profile, insurance, contacts, billing, and tax information. FTM pulls changed RMIS carrier records on a configured schedule and creates new FTM carriers or updates existing ones automatically. Carrier master data stays current in Salesforce without manual re-entry.

Book Executive Demo Explore Carrier Onboarding

Scheduled carrier data sync: RMIS to Salesforce

RMIS Approved or Updated Carrier

Carrier record changed in RMIS

Scheduled RMIS Sync

Runs on administrator-configured schedule

Carrier Profile, Insurance, Contacts, Billing, Tax

Full data package returned from RMIS

FTM Carrier Record Created or Updated

In Salesforce, without manual entry

Onboarding, Carrier Management, Dispatch

Full data available across FTM workflows

4.9

AppExchange rating

14 days

Typical core go-live

46+

Integrations

110+

AppExchange reviews

Six categories of carrier data

Bring RMIS Carrier Master Data Into FTM And Keep It Current In Salesforce

When the scheduled RMIS sync runs, FTM pulls every changed carrier record from RMIS and populates the corresponding FTM carrier record with the available carrier profile, insurance, contact, billing, and tax information returned through the configured RMIS integration.

Carrier Profile

Legal carrier name

MC and DOT numbers

SCAC code

RMIS Insured ID

Carrier address

Insurance

Insurance type and limits

Policy expiration dates

Coverage on file with RMIS

Contacts

Corporate contact name

Corporate phone and email

Dispatch contact name

Dispatch phone and email

Billing and Pay-To

Remittance address

Pay-To carrier name

Factoring company information

Payment instructions on file

W9 and Tax Data

Tax ID on file with RMIS

W9 status where available

Entity type information

Sync Metadata

RMIS Insured ID preserved

Last sync timestamp

Create or update flag

Change detection from prior sync

Scheduled, Not Continuous

The RMIS sync runs on a configured schedule set by the administrator. It is not a continuous real-time stream. The sync pulls only carriers that have changed in RMIS since the previous run, keeping the process efficient as the carrier network grows.

Create or update, automatically

FTM Creates New Carrier Records Or Updates Existing Ones Based On What RMIS Returns

When the sync runs, FTM checks each returned RMIS carrier against existing Salesforce records. Carriers that do not yet exist in FTM are created. Carriers that already exist are updated with the latest RMIS data. The RMIS Insured ID is preserved throughout so records stay traceable across both systems.

New Carrier: Record Created

RMIS returns a carrier that does not yet have a matching FTM record. FTM creates the carrier with all available RMIS data populated.

Carrier record created in Salesforce

Profile, MC, DOT, SCAC populated

Insurance limits and dates populated

Contacts and billing data populated

RMIS Insured ID stored on the record

Existing Carrier: Record Updated

RMIS returns a carrier that already exists in FTM. The existing record is updated with any fields that have changed since the last sync.

Existing carrier record updated with the latest configured RMIS data

Insurance updates reflected on the next scheduled sync

Contact changes kept current

Billing and pay-to changes applied

RMIS Insured ID remains the carrier identifier

RMIS Insured ID Preserved Across Both Systems

The RMIS Insured ID is stored on the FTM carrier record and used to match carriers between systems on subsequent syncs. This keeps the relationship between RMIS and FTM carrier records consistent as data changes over time.

Carrier record in Salesforce

Every RMIS Data Category Lives On The FTM Carrier Record

After the sync runs, the FTM carrier record in Salesforce contains the full picture: carrier identity, authority identifiers, insurance details, contacts, billing information, and tax data. Teams working in FTM see current carrier information without maintaining it themselves.

FTM Carrier Record: Populated from RMIS

Synced from RMIS

Carrier identity

Carrier Name

Midwest Express Carriers LLC

MC Number

MC-748291

DOT Number

DOT-2948163

SCAC Code

MWEC

RMIS Insured ID

INS-002847

Insurance

Liability Limit

$1,000,000

Cargo Limit

$100,000

Liability Expiration

Mar 15, 2027

Cargo Expiration

Sep 30, 2026

Contacts

Corporate Contact

James Harmon, (312) 555-0184

Dispatch Contact

Maria Santos, (312) 555-0291

Billing and tax

Pay-To Name

Midwest Factoring Group

W9 / Tax ID

On File

Last RMIS Sync

Aug 17, 2026 at 06:00 AM

Field labels shown are illustrative. Specific fields populated depend on the data available in your RMIS account and your implementation configuration.

Why automated carrier master data matters

Keep Carrier Records Current Without Relying On Manual Updates

Transportation businesses with large carrier networks spend significant time keeping carrier data current. Contact changes, insurance renewals, billing updates, and new carriers all require someone to update the TMS manually. The RMIS integration removes that maintenance burden.

Scheduled carrier refresh without manual work

The sync runs on a configured schedule and updates every changed RMIS carrier record. Teams do not need to trigger it or maintain individual records by hand.

Insurance and contact changes applied automatically

When a carrier renews insurance or updates contact information in RMIS, those changes flow into FTM on the next scheduled sync without anyone re-entering the data.

Carrier master data that scales with the network

As the carrier network in RMIS grows, FTM stays current. New RMIS carriers create new FTM records automatically, without a separate onboarding step for each one.

Billing and pay-to information always current

Factoring arrangements change. Pay-to addresses update. The RMIS sync keeps billing information on the FTM carrier record current so settlement workflows use the right payment details.

Before and after

What Changes When RMIS Syncs Automatically To FTM

Without the RMIS integration, carrier master data in FTM and RMIS stays connected only as long as someone manually keeps both systems current. That gap grows as the carrier network gets larger.

Without RMIS sync

New RMIS carriers entered into FTM manually

Insurance renewals updated by hand in FTM

Contact changes not reflected until someone notices

Billing and pay-to details can fall out of sync

Data quality degrades as the carrier network grows

With RMIS sync enabled

New RMIS carriers created in FTM on the next scheduled sync

Insurance updates reflected in FTM on the next scheduled sync

Contact updates applied on the next sync cycle

Billing and pay-to stays current from RMIS as the source

Carrier data quality maintained as the network scales

Carrier onboarding connection

RMIS Sync Works Alongside FTM Carrier Onboarding

The RMIS integration and FTM Carrier Onboarding serve different parts of the carrier lifecycle. RMIS sync keeps carrier master data current for an existing approved network. Carrier Onboarding manages the qualification process when a new carrier relationship is being established. Both feed into the same FTM carrier record in Salesforce.

From RMIS to active carrier record

Approved RMIS carriers arrive in FTM ready for transportation workflows.

When a carrier is approved in RMIS, the next scheduled sync creates or updates the FTM carrier record with full profile, insurance, contact, billing, and tax data. The carrier is available for dispatch without a separate data entry step.

Explore Carrier Onboarding

Carrier Approved in RMIS

Scheduled Sync Runs

Carrier Data Package Retrieved

FTM Carrier Record Created or Updated

Carrier Available for Dispatch

Business outcomes

What Changes When RMIS Carrier Data Syncs Automatically

Carrier records kept current from RMIS

Available carrier profile, insurance, contact, billing, and tax information stays current in FTM as RMIS data changes, on each scheduled sync.

Insurance updates reflected on the next scheduled sync

When insurance information changes in RMIS, updated coverage details appear in FTM on the next scheduled sync. Teams see current insurance status without a manual update step.

Billing and pay-to current at settlement

Factoring changes and remittance updates in RMIS flow into FTM automatically. Settlement workflows use current billing information without a separate update process.

New RMIS carriers available in FTM without manual setup

Carriers approved in RMIS create FTM records automatically on the next sync. Operations teams can use them for dispatch without waiting for a data entry step.

Reduced duplicate entry across RMIS and FTM

Carrier data originates in RMIS and flows to FTM through the sync. Teams managing carriers in RMIS do not need to maintain a parallel set of records in the TMS.

Carrier data quality that scales with the network

The sync handles an increasing number of carriers without additional manual effort. As the RMIS carrier network grows, FTM stays current through the same scheduled process.

Related capabilities

Related FTM Capabilities

RMIS Integration FAQ

Questions about RMIS carrier data sync and FTM.

For questions specific to your RMIS configuration and carrier network, a specialist can walk through your use case.

Talk to a Specialist

How does the RMIS sync work?

The integration runs on a configured schedule set by the administrator. When it runs, FTM queries RMIS for carriers that have changed since the previous sync. For each changed carrier, FTM either creates a new carrier record in Salesforce or updates the existing one with the latest RMIS data. The sync pulls only changed records, not the entire carrier database each time.

Is the sync real-time or scheduled?

The sync is scheduled, not a continuous real-time stream. The frequency is configured by the administrator based on how current carrier data needs to be for your operation. Changes in RMIS appear in FTM on the next scheduled sync run, not immediately.

What happens if a carrier already exists in FTM when the sync runs?

FTM uses the RMIS Insured ID to match carriers between systems. If a carrier with that Insured ID already exists in FTM, the record is updated with any fields that have changed. If no matching record exists, a new FTM carrier record is created. The RMIS Insured ID is preserved on the FTM record throughout.

How is RMIS different from SaferWatch for carrier data?

RMIS is a carrier management platform that holds approved carrier profiles, insurance certificates, contacts, billing information, and tax data for an organization’s carrier network. The FTM integration syncs that full carrier master record on a schedule. SaferWatch is a carrier compliance lookup that returns FMCSA authority, safety, and insurance status when you look up a specific carrier’s MC or DOT number. The two serve different purposes and can be used together.

Does the sync bring in all carriers or only changed ones?

The sync pulls only carriers that have changed in RMIS since the previous run. This keeps the process efficient as the carrier network grows.

Does FTM need Salesforce before RMIS integration can be set up?

No. Organizations can deploy FTM inside an existing Salesforce environment or launch with Salesforce provisioned as part of implementation. Existing Salesforce licenses are not required before engaging with FTM.

How long does implementation take?

Core FTM workflows can typically go live in approximately 14 days. RMIS integration configuration depends on your RMIS account setup and the size of your carrier network for the initial data load.

Automated carrier data synchronization

See Your RMIS Carrier Network Flowing Into FTM Automatically

Bring your current carrier count and tell us how often carrier data changes in your network. We will show how the scheduled RMIS sync creates and updates FTM carrier records so your team always works from current data.