My Carrier Portal Integration

Automate carrier onboarding directly into FTM.

The My Carrier Portal (MCP) integration streamlines the process of inviting, onboarding, and syncing carriers into Salesforce. By connecting MCP with FTM, all carrier details, compliance documents, insurance, and factoring information flow directly into your TMS,  reducing manual work and ensuring your data stays accurate.

What is My Carrier Portal?

My Carrier Portal (also known as MyCarrierPackets) is a leading onboarding solution used by freight brokers and 3PLs to automate the carrier setup process. Instead of exchanging paperwork manually, carriers receive an online Intellivite link to complete and sign packets digitally. Once submitted, all data,  including insurance, factoring details, and carrier contacts,  syncs into Salesforce through the FTM integration.

Benefits of the Integration

• Seamless Carrier Onboarding: Send Intellivite links and automatically receive completed carrier packets in Salesforce.
• Automated Data Mapping : Populate custom fields like lanes, insurance, and factoring details without manual entry.
• PDF and Document Sync: Store signed packets and insurance documents directly in the Carrier record.
• Customizable Workflows: Trigger flows, approvals, or compliance checks whenever a new carrier is onboarded.
• Error Reduction: Ensure consistency by eliminating redundant data entry.

Prerequisites

• Salesforce Admin access
• Sandbox credentials
• Active MyCarrierPortal account with API access
• Integration user in Salesforce with API permissions

Sandbox Access

• Username: [sandbox username]
• Password: [sandbox password]

Step-by-Step Integration Guide

1. Configure Named Credentials

1. Go to Setup → Named Credentials
2. Create new Named Credential for MCP:
   • Label: MCP_API
   • URL: https://sandbox.mycarrierpackets.com/api
   • Identity Type: Named Principal
   • Authentication Protocol: Password Authentication
3. Enter sandbox username and password
4. Save

2. Create New Required Fields

Add custom fields on the Carrier object:

Preferred_Lanes__c

Number_of_Trailers__c

Number_of_Tractors__c

ELD_Provider__c

Cargo_Insurance_Amount__c

Cargo_Insurance_Expiration__c

Liability_Insurance_Amount__c

Liability_Insurance_Expiration__c

FactoringCompanyName__c

FactoringPhone__c

FactoringRemitAddress__c, City__c, StateProvince__c, Zipcode__c, Country__c

Factor_Picklist__c (Boolean checkbox to indicate if factoring applies)

3. Connected Apps & OAuth

Create a new Connected App in App Manager

Add OAuth scopes:

• Access and manage your data (api)
• Perform requests on your behalf (refresh_token, offline_access)

Save and capture Client ID and Client Secret

Add callback URL from Salesforce Sites endpoint

4. APEX Code (Receive Webhook)

The integration uses a REST endpoint in Salesforce to receive MCP payloads when a carrier completes onboarding.

Example: receiveCarrier.cls

Copy code: 

@RestResource(urlMapping='/webhookreceiveCarrier/*')

global with sharing class receiveCarrier {

    @HttpPost

    global static void doPost() {

        RestRequest req = RestContext.request;

        String body = req.requestBody.toString();

        System.debug('MCP Payload: ' + body);

        // Parse JSON and map to Carrier object fields

        // Insert or update Carrier records

    }

}

5. Flow / Process Builder

• Build a Record-Triggered Flow on the Carrier object
• Trigger on Create / Update
• Update related records (Insurance, Factoring, ELD Provider)
• Automate email alerts if onboarding is incomplete

6. Add Button to Layout

• Add “Sync MCP Data” button to Carrier layout
• Allows manual refresh from MCP API if needed

7. Sharing Settings

• Ensure Carrier object is visible to dispatchers and admins
• Ensure Webhook Apex Class is accessible to integration profile
• If using Driver Portal Site Guest User, assign minimal permissions

8. Deployment

Build Change Set in Sandbox including:

• Fields
• Named Credentials
• Apex Classes (receiveCarrier + test)
• Flows & Buttons

Upload Change Set to Production

In Production, deploy with Run Specified Tests (include test classes)

Update endpoint to:
https://www.mycarrierpackets.com/api

9. Troubleshooting

Issue	Solution
INVALID_SESSION_ID	Refresh token or re-authenticate Named Credential
Webhook unauthorized	Ensure site user license is active
Fields not mapping	Verify API names in Flow / Apex mapping
PDFs not syncing	Confirm MCP API response includes document link

Need Help?

 Contact the FTM integration team at [email protected] for setup or deployment support.