Data Export Overview

Fleetio automatically backs up your database on a daily basis, maintaining redundant copies of your data on our servers, and offers you the option to Export your Account data.

Data export can give you added peace of mind, and the exported data can be further manipulated or analyzed with spreadsheet tools or can be imported to third-party systems.

Fleetio offers a full account export and several record-specific exports. The full account export is emailed as an XLS download, and the record-specific export is available as a CSV download in the Imports section of the program.

Export All Account Data

To export all Fleetio Account Data:

1. Go to your Account Menu and select Settings.

2. Click Export Account Data in the Settings Sidebar.

3. Use the checkboxes to Select Data to include (a) in the export.
   • By default, all areas available for export will be selected, or you can customize your selection.
   • You must have at least one option selected to export.
4. Select the Export Format (b)
   • CSV will be selected by default but can be changed to Excel (XLS)
   • Customers with larger data sets are encouraged to use CSV to prevent missing data from Excel row limitations.

5. Once your selections have been made, click Export Data (c), and you will receive an email with a link to download the file once your data is compiled. The link and file will expire after 7 days.

Export Record-Specific Data

Fleetio offers record-specific exports for Vehicles, Meter Entries, Expense Entries, Service Tasks, Service Reminders, Contacts, Parts, Vendors, Warranties, and Other Users' Inspection Submissions.

To export Index page data:

1. Navigate to the Index Page for the record type (e.g., Vehicles or Parts List).
2. Click the More Actions button and select Export Data.

3. In the Export pop-up, select your export preferences:
   • Columns to Export
     • Visible Columns - Exports only the visible columns available on the index page
     • All Columns - Exports all available columns

• File Format
  • CSV - Export the file in .CSV (Comma Separated Values) format
  • XLSX - Export the file in .XLSX format (Microsoft Excel, OpenOffice, Google Sheets)

3. Click the Export button to download your file.

Import Template - Prefilled Template

Several Import Templates offer a .CSV file version that contains both the import column headers and the existing record data in your account. These files are best used to Update Data via Import File.

1. Go to the + Quick Add menu and select Import Data.

2. Click Browse Import Templates.

3. Select the appropriate template section.
4. Click the Download dropdown and select Prefilled Template.

Export Reports

Fleetio is pre-populated with many useful Reports, which include the option to Export as a CSV.