Vehicle Renewal Reminders Import Guide
TIP: Please view our training video to learn more about Imports
New to importing data into Fleetio? Be sure to read the overview article first or watch our video on how to prepare your import data file.
This guide provides an overview of the of the file requirements and supported values for importing Vehicle Renewal Reminders in Fleetio.
IMPORTANT: All import files must be in the .csv format and meet .csv file standards. Go to http://csvlint.io/ to validate the .csv file if necessary.
If you have issues with Importing your data using a .csv file created by Excel, please try using Google Sheets or Apple's Numbers. Excel can sometimes cause data issues when saving .csv files.
Vehicle Renewal Reminder Import File: Columns & Values
Fleetio recommends using the Renewal Reminder Template found under Settings > Imports when importing vehicle renewal reminder data.
If using a custom template from another system, modifications to the file may be needed to ensure the data is in the proper format and can be matched up to data in Fleetio.
TIP: Columns not marked as "required" may be left as blank cells in the import file and skipped during the mapping process.
Nickname or number to distinguish vehicle in Fleetio. Must match Vehicle Name in Fleetio exactly. SEE: Vehicle Naming Conventions
|vehicle_renewal_type||Yes|| Must match an existing Vehicle Renewal Type exactly. If an exact match is not found during the import, a new Renewal Type will be created through the import.
|| The date the Renewal Reminder is will become overdue. This is also the date that drives the due_soon_threshold fields
| The time frequency for the service reminder (numerical value only)
|due_soon_interval_unit||No|| Specify if the due_soon_interval value from above is in days, weeks, months or years.
|| Do Email Notifications need to be turned on for this reminder?
NOTE: If the email_notifications field is set to "true", all users watching the vehicle will be added as subscribers to the Renewal Reminder.
IMPORTANT: If a Renewal Reminder is already setup for a vehicle and the same Renewal Type is used in the file, the existing Renewal Reminder in the system will be updated to reflect the information in the import file.