Freight brokers and 3PLs

TMS data export: getting your freight history out of McLeod, Aljex, Tai, Turvo and Revenova

Your TMS holds the records AI buyers value most in a brokerage: every quote, load, check call and invoice, tied together by a load number. Here is what each vendor's published terms say about who owns that data and how long you have to get it out.

By Brian BoesenUpdated October 15, 2026Program terms checked October 15, 202611 min read

On this page

Why TMS data is the core asset
McLeod PowerBroker data export
Aljex data export (Descartes)
Tai TMS export
Turvo data export
Revenova and Salesforce data export
Rose Rocket and MercuryGate (Infios)
How to export TMS data well
Migrations and lost history
Linking email to loads
What to leave out
How buyers handle extraction
Summary table
FAQ
Sources

The short answer

For an AI data license, a freight broker's TMS data is the core asset: linked loads, quotes, check calls, exceptions and AR and AP history. The broker TMS terms we could read say the customer owns its own data, with carve-outs. Descartes, which makes Aljex and now owns Tai, keeps rights to system-generated Application Data under its Master Terms. Turvo's public terms restrict resale unless a signed agreement says otherwise. Salesforce, which Revenova runs on, and Rose Rocket give 30 days after termination to retrieve data.

Export the full database with attachments while your subscription is still active, and confirm the export is complete before you cancel anything.

Why TMS data is the core asset for a freight broker

Most of what makes brokerage records valuable to an AI buyer is already linked inside the TMS. A single load number ties together the customer quote, the tender, the carrier your rep booked and what you paid them, every check call, the detention or TONU dispute, the POD, the invoice and the date the customer paid. Each record ends in an outcome: won or lost, margin, on time or late, paid or written off.

Buyers describe wanting exactly that kind of connected history. Troveo says "Buyers pay a premium for work they can follow across communication channels" and that value scales with systems, team size and years of history (source: Troveo, business data). The legal minimum is short: brokers have to keep a record of each transaction for three years under 49 CFR 371.3 (source: 49 CFR 371.3 (Cornell LII)). A brokerage with ten years in one TMS kept far more than it had to, and that depth is what buyers price.

For what buyers want from the rest of a brokerage, see our freight brokers and 3PLs guide.

McLeod PowerBroker and LoadMaster data export

McLeod Software makes PowerBroker for brokers and LoadMaster, and advertises "1200+" companies served and "140+" certified partners (source: McLeod Software). The companies-served figure is not split between carriers and brokers.

McLeod's master agreement is signed offline and not published, so ownership and termination terms sit in your own contract. The one public clue is its RespondAI addendum, which says data processed there "remains Licensee Data and Confidential Information as provided in the Agreement" and that nothing in the addendum "changes ownership of Licensee Data" (source: McLeod Software, RespondAI Addendum (on its privacy page)).

Practical notes: find your signed agreement and read its data and termination sections. If your McLeod database runs on servers you control, the data is already in your hands, and the work is producing a clean copy. If McLeod hosts it, ask your account contact what a full database export includes and how stored documents (rate confirmations, PODs, BOLs) come out alongside it.

Aljex data export (Descartes)

Descartes Aljex advertises "500+ Freight Brokerage Customers" and "10,000+ Daily Active Users," along with financial reporting, an analytics dashboard and connections to more than 40 freight tech providers (source: Descartes Aljex).

Two Descartes documents matter:

Master Terms DSG26.0. Section 6.5: "Descartes does not claim any title or ownership rights over any Customer Data." Section 6.3: "Descartes retains all rights to Application Data," which section 15.4 defines as data generated by or provided by any Descartes product or service, excluding data in its original form provided by the customer (source: Descartes Master Terms DSG26.0 (Mar 3, 2026)).
Online Subscription Terms ODSG26.1, for SaaS ordered online. Section 5.6: "Customer is responsible for exporting Customer Data prior to expiration or termination, using available export functionality." Access after termination is at Descartes' discretion, time-limited and subject to a one-time fee (source: Descartes Online Subscription Terms ODSG26.1 (updated Feb 25, 2026)).

For an Aljex broker, that means two things. Export before the subscription ends, not after. And expect the loads, quotes and notes your team entered to count as your data, while values the system computed or pulled from integrations may count as Application Data. Your order form says which version of the terms applies.

Tai TMS export, now part of Descartes

Descartes announced on August 24, 2026 that it acquired Tai Software, which it describes as a provider of transportation management solutions for freight brokers, for approximately US$100 million in cash (source: Descartes, acquisition of Tai (Aug 24, 2026)). Aljex and Tai brokers now share one vendor.

Tai's own terms, still posted on its site, say:

Section 6.1: "You retain ownership of your content."
Section 7.2: Tai may combine business data in a way that does not identify you or any individual, and may share, publish or license summary results to third parties.
Section 11: after termination, Tai will allow access to your data and content for backup or archival purposes "for a limited time as reasonably determined by Tai" (source: Tai Software Terms and Conditions).

The acquisition release does not say whether Tai customers will move to Descartes' Master Terms. Check which terms your current order or next renewal references, since the Application Data clause above would come with them.

Turvo data export: public terms and your signed agreement

Turvo describes itself as "SaaS cloud transportation management software with a unique collaboration layer" for brokers, 3PLs, shippers and carriers, and says it is "Trusted by thousands of logistics operators" without giving a number (source: Turvo).

Turvo's public Terms of Service, effective February 24, 2026, say your ownership in User Submissions "is not affected," while granting Turvo a perpetual, irrevocable license to them. They also bar copying or storing "any significant portion of the Content" and say users shall not reproduce, republish, resell or distribute information "for sale or commercial use by third parties" (source: Turvo Terms of Service (effective Feb 24, 2026)).

The same terms say that if you signed a separate services agreement with Turvo, that agreement applies instead. If your brokerage signed one, find it before you plan an export, because it is the document that sets your rights in the data.

Revenova and Salesforce data export

Revenova says its TMS is "one of 4,200+ applications that are developed and deployed on the Salesforce platform" (source: Revenova). Your loads, quotes and customers live in your Salesforce org, next to your CRM history, which is a strong starting point for linked records.

The Salesforce layer is clear. Salesforce's Main Services Agreement, section 6.2, says Salesforce "acquires no right, title or interest" in Customer Data beyond the limited licenses it needs to run the service. Section 2.2 says that on a request made within 30 days after termination, Salesforce will make Customer Data available for export or download, and after that 30-day period it has no obligation to keep it (source: Salesforce Main Services Agreement). Revenova's own license terms are not public, so read your Revenova agreement too.

Rose Rocket and MercuryGate (now Infios)

Rose Rocket. Its terms, last updated October 1, 2025, say "Customer owns its Customer Data" (section 4.2). Section 4.5 lets Rose Rocket analyze Customer Data to improve its platform, including with AI tools, and disclose it only in aggregate or de-identified form. Section 7.2 makes all Customer Data available for electronic retrieval for 30 days after the agreement ends, after which Rose Rocket may delete it (source: Rose Rocket Terms (updated Oct 1, 2025)).

MercuryGate. Körber Supply Chain Software acquired MercuryGate in 2024 and rebranded the combined business as Infios in March 2025 (source: Modern Materials Handling, Mar 4, 2025); Infios now markets the TMS as part of Infios Transportation Management (source: Infios). Its customer terms are signed offline and not public, so your contract is the source.

How to export TMS data for a data license

We will not guess at menu paths a vendor has not published. These are the general practices that hold across systems:

Ask for the fullest export available. A full database export or backup keeps tables, keys and history together. Standard reports and CSV downloads are easier but often flatten records and drop notes or status history. An API can be complete and structured, but may need vendor approval and takes longer. Ask your vendor which of these it offers.
Include the attachments. Rate confirmations, PODs, BOLs and claim photos are usually stored separately from the database. Export them with the load number in the filename or an index.
Keep the load number as the key. The load or PRO number is what links the TMS to email, accounting and documents. Do not let it get dropped or renumbered in the export.
Get a field list. A short data dictionary saves weeks during scoping, and it is how you and the buyer find the vendor-fed fields to exclude.
Keep the subscription active until the export is confirmed. Open the files, count loads by year against what you expect, and spot-check documents. Under the terms above, you may have 30 days, a discretionary window or nothing after cancellation.

A license is a copy

Licensing records means a buyer receives a de-identified copy. Your originals stay where they are, and you approve exactly what is in scope before anything is shared.

TMS migrations and lost history

A switch from one TMS to another is where brokerage history most often thins out. It is common for a migration to carry customers, carriers and open loads while leaving years of closed loads behind. If you migrated, look for a database backup taken at cutover, an archive held by the old vendor, or report exports from the migration project.

Old history still counts if the load numbers line up with your email and accounting records. If you are closing the brokerage, the export clock matters even more; our guide to closing a freight brokerage covers the deadlines that start when software contracts end.

Linking Outlook and Gmail to TMS records

The TMS records what happened. Email often records why: the shipper asking for a quote, the back and forth with a carrier over rate, the late-night thread about a missed appointment. In Outlook or Gmail, the link is usually the load number in the subject line or body, plus shared mailboxes such as ops or tracking inboxes.

You do not need to link the two yourself. Buyers' extraction teams typically match threads to loads by those numbers during processing. What helps is knowing which mailboxes and which years to include, and keeping those mailboxes intact until the export is done.

What to leave out of a TMS export

A TMS export will contain data your brokerage did not create. Load board rates and benchmark fields from DAT or Truckstop, carrier vetting results from Highway, RMIS or MyCarrierPortal, tracking pings and ETAs from visibility platforms, and rate predictions from tools like Greenscreens are all governed by those vendors' terms. Our guide to DAT, Truckstop and vendor data in a freight data license quotes each vendor's clause and explains how buyers strip those fields.

Also usually out: carrier W-9s, TINs and bank or factoring details, and records under a legal hold or in litigation.

How buyers handle extraction

Some buyers do the export and cleanup themselves. Mercor says it covers extraction, anonymization and transfer with no fees to the seller (source: Mercor, Monetize your data), and Appen says the same (source: Appen, enterprise data). micro1's operating-company form says you can review samples before data is used and that original datasets are deleted after processing (source: micro1 operating-company form). Mode's affiliate FAQ asks for 5+ systems, such as email, internal chat, file storage and a CRM (source: Mode affiliate FAQ (Oct 14, 2026)), so a TMS export alone may not meet its bar.

Compare programs in our buyer directory and the Mercor, micro1 and Handshake profiles. If you are preparing a sale, selling a freight brokerage covers how a license fits the deal. To see what your records could be worth, try the data value checker or see what your brokerage's TMS history could qualify for.

Summary: freight broker TMS data terms

TMS	Vendor	Advertised customer base	Ownership and termination terms
PowerBroker, LoadMaster	McLeod Software	"1200+" companies served (source: McLeod Software)	Master agreement not public; RespondAI addendum says data remains Licensee Data (source: McLeod Software, RespondAI Addendum (on its privacy page))
Aljex	Descartes	"500+ Freight Brokerage Customers" (source: Descartes Aljex)	Customer Data not claimed (6.5); Application Data retained (6.3); export before termination (Online Terms 5.6) (source: Descartes Master Terms DSG26.0 (Mar 3, 2026), Descartes Online Subscription Terms ODSG26.1 (updated Feb 25, 2026))
Tai TMS	Tai Software, acquired by Descartes Aug 24, 2026	Not published on the pages we read	You retain ownership (6.1); limited-time access after termination (11) (source: Tai Software Terms and Conditions)
Turvo	Turvo	"Thousands of logistics operators," no number (source: Turvo)	Public ToS bars resale for third-party commercial use; a signed services agreement applies instead (source: Turvo Terms of Service (effective Feb 24, 2026))
Revenova	Revenova on Salesforce	Not published	Salesforce acquires no rights in Customer Data (6.2); 30-day export on request (2.2); Revenova license not public (source: Salesforce Main Services Agreement)
Rose Rocket	Rose Rocket	Not checked	Customer owns Customer Data (4.2); 30-day retrieval (7.2) (source: Rose Rocket Terms (updated Oct 1, 2025))
MercuryGate	Infios (formerly Körber Supply Chain Software)	Not checked	Contracts signed offline; not public

Published terms as read on each vendor's site, October 15, 2026. Your signed agreement or order form controls and may differ.

How Regulr is paid, and how we write these pages

Regulr is a sell-side advisor. When a business we introduce signs a license, we may be paid a fee by the buyer or through a program's referral terms. We list every program we can verify whether or not it pays us, order is never set by fees, and every figure is the company's own advertised term with a link to where it says so. Regulr has not closed a data deal yet, so nothing here describes our results.

Frequently asked questions

How do I export my data from McLeod PowerBroker?

McLeod does not publish an export procedure or its master agreement, so start with your account contact and your signed agreement. Ask for a full database export of loads, quotes, customers, carriers, check calls and accounting, plus the stored documents, rather than a set of reports. McLeod's RespondAI addendum says data processed there remains Licensee Data, which points back to the ownership terms in your own agreement.

Can I export my data from Aljex?

Descartes' terms put the responsibility on the customer. Its Online Subscription Terms (section 5.6) say the customer is responsible for exporting Customer Data before expiration or termination using the available export functionality, and any access after termination is at Descartes' discretion, time-limited and subject to a one-time fee. Descartes' Master Terms say it claims no ownership of Customer Data but keeps all rights to Application Data its products generate.

What happens to my Tai TMS data now that Descartes owns Tai?

Descartes announced the acquisition of Tai on August 24, 2026, for about US$100 million. Tai's own terms, which still appear on its site, say you retain ownership of your content and give you access to your data for backup or archival for a limited time after termination. Check which terms your current order or renewal references, since Descartes products generally sit under Descartes' own Master Terms.

Does Turvo own my data?

Turvo's public Terms of Service say your ownership of what you submit is not affected, while granting Turvo a perpetual license to it. The same terms bar reproducing or reselling information for commercial use by third parties. They also say a separate services agreement, if you signed one, applies instead, so that signed agreement is the document that matters.

How long do I have to export Revenova or Salesforce data after cancelling?

Revenova runs on Salesforce. Salesforce's Main Services Agreement, section 2.2, says that on a request made within 30 days after termination, Salesforce will make Customer Data available for export or download, and after that period it has no obligation to keep it. Revenova's own license terms are not public, so check your Revenova agreement as well.

Is a TMS export enough for an AI data license?

It is the core, but most buyers want more than one system. Mode's affiliate FAQ, for example, asks for 5+ systems such as email, internal chat, file storage and a CRM. Buyers also say they pay more for work they can follow across systems, so a TMS export linked to the email threads and accounting records for the same loads is worth more than the TMS alone.

We switched TMS a few years ago. Is the old history gone?

Not necessarily. Look for a backup file or database copy taken at the switch, an archive the old vendor kept, or reports exported during the migration. Even partial history helps if it carries load numbers that match your email and accounting records.

Who does the export work in a data license?

It varies by buyer. Mercor and Appen both say they cover extraction, anonymization and transfer at no cost to the seller. Either way, you approve the scope, and you should review a sample of the cleaned dataset before anything leaves your systems.

Sources

Vendor terms and customer counts read on each vendor's own site on October 15, 2026. Buyer terms checked against each program's pages the same day.

Brian Boesen · Founder, Regulr AI

Brian runs Regulr AI, which works for established businesses that want to license de-identified records to AI companies. He checks each program's published terms against its own pages and updates these guides when they change. Last updated October 15, 2026.

This page is general information, not legal advice, and Regulr is not a law firm. Rules vary by state, by profession and by contract, and they apply to your facts, not to a category. You approve exactly what is in scope before anything is shared.

Keep reading

Freight brokers and 3PLs: licensing your data to AIWhat AI buyers want from a brokerage's TMS and email, who qualifies, and what stays out.DAT, Truckstop and vendor data in a freight data licenseWhich load-board, rate, vetting and tracking data the vendors' terms keep out of a license.Closing a freight brokerage: your records still have valueWhich buyers take closed brokers, and the export deadlines that start when your software contracts end.What is my company data worth?Check which programs you likely qualify for and what each advertises.