Fleet CSV Import

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Your employee role must have the Fleet Import permission to use this feature, and, if accessing the tool from the Fleet Operations dashboard, the View Dashboard and Operations permissions. See "Roles & Permissions" for more information.

Note: This feature is only available for locations that can manually add units to the fleet. For locations that use automated fleet import, see "Fleet Import" .

If your location can manually add units to the fleet, you can use the Fleet CSV Import tool to upload multiple unit records at once using a .csv spreadsheet.

On the Fleet CSV Import tool, click DOWNLOAD CSV TEMPLATE. (You can also click here to download a CSV template with sample data.) See "Fleet Import Requirements" for information on data requirements, such as field length and accepted values.

Note: To access Fleet CSV Import on the Fleet Hub, make sure your Operations indicator is turned on.

  1. Download a .csv import template, or create one yourself. See "Fleet Import Requirements" for information on data requirements, such as field length and accepted values.

  2. In the Fleet CSV Import tool, drag and drop a file to upload or click .
  3. A preview of the import is displayed. If any problems are encountered during the import process, they are listed.
  4. If the information is correct, click CONTINUE WITH IMPORT. The following occurs:
    • The import file is marked as Processing (). Click REFRESH at any time to refresh the status of an import.
    • If a failure occurs, it is marked as Failed () and you can download a .csv file with error descriptions for the failed records. See "View & troubleshoot errors from a failed import" for more information.
    • If the import is successful, it is marked as Complete ().

In the list of imports, click REMOVE FILE to remove the import from the list. (This does not un-do a successful import.)

In the list of imports, if one or more records failed to import (), click DOWNLOAD ERRORS to download a .csv file containing error descriptions for the failed records in the Message column.

Troubleshoot common errors:Closed

Review the "Fleet Import Requirements" for information on data requirements, such as field length and accepted values.

Import error: What to do:
VIN is not unique. Another unit record with the same VIN exists. Make sure the VIN is unique and it doesn't already exist in the system.
FuelLevel field doesn't contain a decimal value in the range from 0 (empty) to 1 (full). Make sure you enter a decimal value to represent the fuel level (e.g., 0.5 for half full).
Odomoeter field is zero (0). Make sure the Odometer field is greater than zero.
Improper headers. The import file does not contain the required headers. Review the "Fleet Import Requirements" to make sure you have the proper column headers.

Fleet Import Requirements

File Format

Whether you are planning to create your own import spreadsheet or use the template provided in the application, the file must conform to the following requirements:

  • The import spreadsheet must be a comma-delimited file (CSV).
  • All columns listed in the table below, including optional columns, must be present in the header row of the spreadsheet. Required columns must contain data; optional columns may be empty.

File Contents

Note: After you upload unit records, the following additional information may be supplied based on the VIN: Odometer Input Unit, Fuel Input Units, Year, Make, Model, Trim, Body Style, and Fuel Capacity.

Column Name

(Bold = Required)

Description & Format Requirements

Maximum Length
UnitNumber The unit's unique Unit Number

40
UnitTagNumber Unit Tag Number 40
VIN VIN of the unit 17
Odometer Odometer reading; must be greater than zero (0) 40
FuelLevel Tank level; decimal value between 0 (empty) and 1 (full) (e.g., 0.5 for half full) 1
ExteriorColor Exterior color (e.g., Black)

40
LicensePlateRegion State abbreviation of license plate (e.g., MA) 2
LicensePlate License Plate number 30
LicensePlateExpiration License Plate expiration date; mm/dd/yyyy or mm.dd.yyyy format 10
TurnbackDate Turnback Date; mm/dd/yyyy or mm.dd.yyyy format 10
TurnbackMiles Turnback Miles 10
InspectionExpiration Inspection expiration date; mm/dd/yyyy or mm.dd.yyyy format. 10
InventoryStartDate Service Start Date; mm/dd/yyyy or mm.dd.yyyy format

(If left blank, defaults to today's date.)

 10