Table of Contents
IMPORTANT: The best place to find information about Data Imports in Fleetio is the New 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 Contact Renewal Reminders.
Contact Renewal Reminders Import Template
We recommend using the Contact Renewal Reminders Import Template.
- Go to the + Quick Add menu and select Import Data.
- Click Browse Import Templates.
- Select the Reminders template type, then select the Contact Renewal Reminder template.
- Click the Download dropdown and select Empty 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
Be sure to note the Required section and columns in the charts below.
Columns marked Yes are always Required, whereas those marked No may be left as blank cells in the import file - the entire column can be skipped during the mapping process if it is omitted for all vehicles.
IMPORTANT: Unlike with NEW data imports, you do NOT need to include required fields if you are updating data, as long as you include the fleetio_id.
- During the mapping process, it is essential to map the fleetio_id column from the source file to the Id field in the Fleetio Field Mapping drop-down box. The Id field is what notifies Fleetio that the import is intended to "update" data, and not create NEW records.
- Reference the Update Existing Data via Import File article for more details.
Columns & Values
Required Fields
The fields below are required for Contact Renewal Reminders imports unless otherwise noted.
| Column | Required? | Notes |
|---|---|---|
| fleetio_id | * See Below |
This field is NOT required and should be left blank for all NEW Contact Renewal Reminders being added. This field is ONLY required when updating existing Contact Renewal Reminders.
|
| first_name | Yes |
First name for Contact
|
| last_name | Yes |
Last name for Contact
|
| contact_renewal_type | Yes | Contact Renewal Type. Must match an existing Contact Renewal Type created under Account Settings > Contact Renewal Types. If an exact match is not present, a NEW Contact Renewal Type will be created |
| due_date | Yes | This value is stored as a Date/Time data type. For consistency and accuracy, format your data as YYYY-MM-DD HH:MM:SS +0000. You can omit the time, and the value will default to 12:00:00 in the organization timezone. You may also use the Short Date Format from your Account Settings if you prefer. |
* fleetio_id is required only when updating existing Contact Renewal Reminders. It is NOT required when adding new Contact Renewal Reminders.
Other Fields
These fields are not required but are recommended to ensure the accuracy of your data in Fleetio.
| Column | Required? | Notes |
|---|---|---|
| due_soon_interval | No |
The time interval for when the Contact Renewal Reminder should be sent (numerical value only; unit will be specified below)
|
| due_soon_interval_unit | No |
Specify the frequency for the due_soon_interval above
|
| email_notifications | No |
Do Email Notifications need to be turned on for this reminder?
|
Contact Renewal Reminders Import Process
For detailed step-by-step instructions for importing new Contact Renewal Reminder data, refer to the New Data Import Overview article.
NOTE: Subscribers are not automatically added to a Contact Renewal Reminder and must be added individually after the import is complete.
Update Contact Renewal Reminders Data via Import
For detailed step-by-step instructions for updating existing Contact Renewal Reminder data, refer to the Update Existing Data via Import File article.
