Vendor Import Guide

IMPORTANT: The best place to find information about Data Imports in Fleetio is the Data Import Overview article. This resource includes step-by-step instructions, training videos and guidance for how to prepare your import data file.

This guide provides an overview of the file requirements and supported values for importing Vendors.

Vendor Import Template

We recommend using the Vendor Import Template.

Go to your Company drop-down menu and choose Import Data then click Import Templates > Vendor Template

NOTE: If you are using a spreadsheet generated from another system, modifications to the file type and data may be needed to ensure proper format and data mapping.

Data Requirements

Columns not marked as Required may be left as blank cells in the import file and skipped during the mapping process.

Columns & Values

Column Required? Notes
name Yes
street_address Yes
street_address_line_2 No
city No
region No State/Province/Region
postal_code No
country No These must be in the form of County Codes (not names of countries).
See our Country Codes List for a list of codes
phone Yes
contact_name No
contact_email No
contact_phone No
website No
fuel No Should this Vendor have the Fuel classification enabled?
This enables the Vendor to be associated with Fuel Entries
  • Yes = true
  • No = false (or leave blank)
service No Should this Vendor have the Service classification enabled?
This enables the Vendor to be associated with Service Entries and Work Orders
  • Yes = true
  • No = false (or leave blank)
parts No Should this Vendor have the Parts classification enabled?
This enables the Vendor to be associated with Parts and Purchase Orders
  • Yes = true
  • No = false (or leave blank)
* Vendor Custom Fields No Custom Fields can be setup under Settings > Custom Fields. Any Custom Fields with the "Vendor" record type will also be available to import data into.

Vendor Custom Fields

Custom Fields can be created for Vendor records in your Account Settings. Any Custom Fields with the Vendor record type will also be available for import.

TIP: Learn more in the Custom Fields article.

Vendor Import Process

For detailed step-by-step instructions, refer to the Data Import Overview article.

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