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.  

Column Required? Notes
first_name Yes

First name for Contact

  • first_name and last_name must match an existing Contact record
last_name Yes Last name for Contact
  • first_name and last_name must match an existing Contact record
contact_renewal_type Yes   
Contact Renewal Type 
  • Must match an existing Contact Renewal Type setup under Settings > Contact Renewal Types
  • If an exact match is not present, a new Contact Renewal Type will be created using the name listed in the file
due_date

Yes

The due date for the renewal reminder  
  • Must be in the Short Date Format specified for the account under Settings > Account Settings
  • Example: 10/15/2015
due_soon_interval No The time interval for when the Contact Renewal Reminder should be sent (numerical value only)
  • Example: 3
due_soon_interval_unit No    
Specify the frequency for the  due_soon_interval above
  • Example: days, weeks, months, years
email_notifications No Do Email Notifications need to be turned on for this reminder?
  • If yes, enter "true"
  • If no, enter "false"

NOTE: Subscribers are not automatically added to a Contact Renewal Reminder and must be added individually after the import is complete.

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