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What's The Right Way To Import An Excel File

Macy Williams
Macy Williams
  • Updated

When importing driver or truck data, please ensure the Excel file follows the correct format to avoid errors. Here's what you need to keep in mind:

General Guidelines

  • Data should start from Column A, Row 1.


     

  • No duplicate entries are allowed for the following:

    • For Drivers: CDL numbers and emails must be unique.

    • For Trucks: VIN, Unit No., and Plate No. must all be unique.
       

Driver Import Requirements

When importing drivers into the system, please ensure the following conditions are met to avoid any errors:

Required Fields

  • First Name

  • Last Name

  • Email

These three fields must be filled in for each driver. If there's a duplication in Email it'll give an error.


Important Selection

You must select the MC Number and Driver Type from the top of the import screen. 
If these are not selected, the system will not allow the import and will return an error.



Truck Import Requirements

To successfully import truck data, the following fields are required and must be filled in for each entry:

  • Make

  • Model

  • Year

  • VIN

  • Plate Number

  • Unit Number

Any missing values in these fields will result in an import error.

Import errors typically occur due to the following reasons:

  1. Duplicate values in VIN, Unit No., or Plate No.

  2. Missing required fields — all fields must be filled.

  • VIN must be a unique 12–14 digit number and cannot be duplicated.

Unit No. and Plate No. must also be unique and non-empty.



Since these values are not unique and duplicated it gives an error in the system.

This show's where exactly the duplication happened.




Once everything is checked out and corrected it'll import the trucks successfully.



Date Format

  • Dates must follow the format: Year/Month/Date (YYYY/MM/DD) 

  • First select the date column

     

  • The go to Format>Numbers>Custom Date & Time

     

  • Then select the second option showing Year/Month/Date format and click Apply.




    By ensuring your file meets these conditions, the system will be able to import your driver and truck data correctly without any issues.

    We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.

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