Service Task 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  Service Tasks 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.

Service Task Import File: Columns & Values

Fleetio recommends using the Service Task "Headers Only" Import template found under Settings > Imports when importing new Service Tasks

The following columns can be imported for new Service Tasks.

Column Required? Notes
service_task_name Yes Each Service Task must have a unique name.
description No

Update Existing Service Tasks via Import

Fleetio recommends using the Service Task "Headers & Data" Import template found under  Settings > Imports when importing updating existing Service Tasks

The following columns can be imported to update existing Service Tasks.

Column Required? Notes
id Yes ID must be included when updating existing Service Tasks.
service_task_name Yes Each Service Task must have a unique name.
description No

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