The ‘Data Management’ section allows you to set up and manage the data which goes into FleetCheck from external sources such as Fuel, Odometer, Maintenance and Transactions.
Imports are generally set up via support and to do this we require an example of the report you receive from your supplier in excel CSV format so we can set the system up to read the various columns and data within the file.
If the file changes once set up, this will stop the data importing correctly in the system so it is important that if the file does change, we change the set up of the import.
You are also able to set imports up yourself by following the below steps.
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Select the relevant tab to your file such as ‘odometer’ within the ‘Data Management’ section.
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Click the ‘Create new import’ button.
Give the import a name and enter the supplier of your trackers etc.
Next you will need to configure your import, you will need to select the relevant column for each .
header. For example if your report has an Odometer in column C on excel, you would select C in the dropdown.
Once the import is set up, you can ask your supplier to schedule the report into your unique email address which can be found within the ‘Data Management’ tab.
If your supplier is unable too you are also able to send it to this email address.
Importing your data into FleetCheck can be very beneficial to saving time and minimising errors from manual data entry. It also enables you to run accurate reports on your mileage and maintenance costs.