Import Permit

Add multiple permits at once using a pre-formatted file, making bulk integration easy.

The driving license import functionality greatly simplifies data integration into the system. Thanks to the use of a pre-formatted file, it is possible to add or update several records simultaneously, guaranteeing time saving and better organization.

Advantages of Mass Importation

• Save time: Allows you to add or modify multiple driving licenses in just a few steps.
• Data consistency: Ensures a standardized format for accurate and uniform data.
• Increased efficiency: Ideal for initially integrating a large number of permits or updating periodic data.

Step 1: Download and Prepare the Canvas

Model download

• Download a model file (usually in Excel format) directly from the interface.
• This pre-formatted file contains structured columns to accommodate the necessary information.

Respect of columns

The template file contains the following columns:

• Collaborator: Name and surname of the permit holder.
• Registration number: Unique identifier of the employee.
• License category: Type of permit (e.g.: A, B, C).
• Issue date: Date the permit was issued.
• Expiry date: Validity date of the permit.
• Place of issue: City or country where the permit was issued.
• How: Additional information (optional).

Required fields

To ensure a successful import, the following fields must be completed:

• Collaborator
• Number
• Registration number
• License category
• Delivery date
• Validity end date

Step 2: Load File

File selection

• Click the buttonBrowseto select your Excel file containing permit information.

Loading the file

• Once selected, clickFollowing.
• The system preloads and displays a summary of the detected records.

Step 3: Verify Imported Data

Data control

• A summary table is displayed with the imported data.
• Valid records are highlighted, while missing or invalid fields are flagged for correction.

Validation of records

• You can edit incorrect records directly in the table before finalizing the import.

Step 4: Import Driving Licenses

Finalizing the import

• Once the corrections are made, clickImportto validate and integrate permits into the system.

Import confirmation

• A message is displayed confirming the successful import.
• Permits are now available in the database for viewing, modification or deletion if necessary.

Conclusion

This bulk import feature significantly improves driving license management. It offers a fast, consistent and efficient method for centralizing information, thus reducing errors and optimizing employee monitoring within the organization.