Maintenance Imports allow you to upload existing maintenance records into FleetCheck, saving time and ensuring an audit trail is available within the system.
Before importing maintenance records, make sure:
- The vehicles already exist within FleetCheck.
- The supplier is set up within FleetCheck
- Your maintenance data is held in a spreadsheet format (such as Excel).
When you log into the software, you will need to go into More and then Data Management -
Navigate to Maintenance.
You then need to go to create New Template -
and fill out the Import Template details - once completed select Continue -
It's then a case of configuring the Import against your supplier maintenance data spreadsheet -
Once the Mandatory fields have been completed select Continue - then complete the Import Processing Rules -
Once Saved, you will now be able to send your Maintenance Imports directly into the software using your unique email address on the software. This is located within More, Data Management and Emails -
If records fail to import:
- Verify the vehicle exists in FleetCheck.
- Check for spelling errors in vehicle registrations.
- Ensure dates and numerical fields are correctly formatted.
- Remove any blank rows from the spreadsheet.