Import and export screen

The Import and export screen downloads your Fleet records and loads assets and meter readings from a CSV file. Every imported row is checked first.

Before you start #

• Open Fleet, then Import and export. The screen opens for the owner, manager, dispatcher and advisor roles.
• Export works with or without the Fleet module. Import needs the Fleet module and a current license. Without them the screen says so.
• Prepare a CSV whose first line holds the column names.

Steps #

1. Under Export, choose Records: Assets, Meter readings, Fuel fills, Expenses, Documents or Advances.
2. Choose the Format, CSV or JSON, and select Download. The screen reports "Downloaded {n} rows."
3. Under Import, choose Records: Assets or Meter readings.
4. Choose a CSV file, or paste the text into or paste the CSV text.
5. Select Check and import. When every row passes, the screen reports the number imported and how many readings need a look.
6. When a row has a problem, nothing is imported. The screen lists the problem rows as "Row {row}: {error}", up to 50 of them. Fix the file and send it again.

If something goes wrong #

• "Choose a file or paste CSV text first." Add the CSV.
• "Import needs the Fleet module and a current license." See fleet-without-the-license.
• "The server could not be reached. Check the connection and try again."