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.
|service_task_name||Yes|| Each Service Task must have a unique name.
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.
|id||Yes||ID must be included when updating existing Service Tasks.|
|service_task_name||Yes||Each Service Task must have a unique name.|