Import Trailers

The Trailer Assignment Import feature allows you to bulk add multiple records via a pre-formatted file. This method optimizes data management by reducing the time required for manual entry and ensuring consistency of information.

Preparing the Import File

Download the File Template:

• Access the trailer assignments interface.
• Click onDownload the import templateto obtain a pre-formatted file (usually in Excel or CSV format).

Fields Available for Import

Required Fields :
This information must be completed in the import file:

• Vehicle:Tractor code or registration.
• Trailer:Trailer reference or identification.
• Start date:Assignment start date (format: YYYY-MM-DD).

Optional Fields :
This information can be left blank if not available:

• End date:Expected end date of assignment (format: YYYY-MM-DD).
• Mileage:Distance traveled by the vehicle during the assignment.
• User:Name or identifier of the user who saved or modified the assignment.

Steps to Import Data

Access the Import Interface:

• Go to the moduleTrailer Assignments.
• Select the optionImport assignmentsin the toolbar.

Download the Completed File:

• Click the buttonChoose a fileand select your import file.

Validate the Data:

• The system performs an automatic data check.
• If errors are detected (e.g. missing or incorrect fields), they will be displayed for correction.

Confirm Import:

• Once the file is validated, click onImportto save the assignments to the system.

Confirmation Message:

• A message indicates whether the import was successful or whether any records were skipped (due to errors).