Vehicle Renewal Reminders 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 Vehicle Renewal Reminders.

Vehicle Renewal Reminder Import Template

We recommend using the Vehicle Renewal Reminder Import Template.

Go to your Company drop-down menu and choose Import Data then click Import Templates > Vehicle Renewal Reminder 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
vehicle_name Yes 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.
  • Example: Annual DOT Inspection, Registration
due_date Yes
The date the Renewal Reminder is will become overdue. This is also the date that drives the due_soon_threshold fields. Must be in the Short Date Format specified in Account Settings.
  • Example: 11/15/2014
due_soon_interval

No

The time frequency for the service reminder (numerical value only)
  • Example: 3
due_soon_interval_unit No Specify if the due_soon_interval value from above is in days, weeks, months or years.
  • Example: days, weeks, months, years
email_notifications No 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.
  • If yes, enter "true"
  • If no, enter "false" or leave blank
* Vehicle Renewal Reminder Custom Fields No Custom Fields can be setup under Settings > Custom Fields. Any Custom Fields with the "Vehicle Renewal Reminder" record type will also be available to import data into.

Vehicle Renewal Reminder Custom Fields

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

TIP: Learn more in the Custom Fields article.

Vehicle Renewal Reminder Import Process

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

Vehicle Renewal Reminder Data Update

Fleetio supports the option for existing Vehicle Renewal Reminder records to be updated via the import process. 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.

TIP: Learn more in the Updating Data via Import File article.

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