Contact 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 Contact 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.
Contact Renewal Reminder Import File: Columns & Values
Fleetio recommends using the Contact Renewal Reminder Template (Headers Only) found under Settings > Imports when importing NEW vehicle renewal reminder data. If updating existing reminders see our Update Data via Import File Help Center article.
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.
First name for Contact
|last_name||Yes|| Last name for Contact
|| Contact Renewal Type
| The due date for the renewal reminder
|due_soon_interval||No|| The time interval for when the Contact Renewal Reminder should be sent (numerical value only)
|| Specify the frequency for the due_soon_interval above
|email_notifications||No|| Do Email Notifications need to be turned on for this reminder?
NOTE: Subscribers are not automatically added to a Contact Renewal Reminder and must be added individually after the import is complete.