Importing services

Importing services allows multiple records to be added at once via a pre-formatted file, avoiding repetitive manual entry and reducing errors. This process ensures rapid and reliable integration of data into the system.

Steps to Import Services

Download template file

• Click the button"Download the canvas".

• A template file containing the required fields is provided to ensure correct formatting.

2. Complete the file with the required information

The file must respect the order and structure of the columns.

Mandatory fields (marked in red on the interface):

• vehicle

• Collaborator(First and last name or registration number)

• Registration number(of the employee or vehicle)

• Number

• Date

• Service

• Amount excluding tax

• VAT

• Amount including tax

• Payment type

Optional fields:

• Station

• Mileage

• Consumption cards

• Department

• Imputation number

• Attachment

• User

Make sure the values ​​entered match existing references in the system.

Load the file into the system

• Return to the import interface and click“Following”.

• Select the completed file from your computer.

• The system will perform an initial analysis of the data.

4. Checking and correcting errors

• A data preview is displayed with the total number of records.

• If errors are detected (e.g. incorrect format, missing field), they will be reported.

• Correct any errors and re-import the file if necessary.

5. Confirm and finalize the import

• If no errors are found, click"Import".

• The system will automatically add the services to the database.

• A confirmation message will confirm the success of the import.

Advantages of Importing Services

Save time: Mass addition of services.
Increased reliability: Automatic data validation.
Reduction of human errors: Fewer manual entries.
Management optimization: Organization and transparency of services.

This feature simplifies the registration of services, ensuring smooth and efficient management.