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Import company car data

Follow the steps in this help article to import your company cars.

J
Written by Jack
Updated over a week ago

If you need to add vehicles in bulk, we recommend using the import tool. You cannot update existing company car records via an import.

Note: Before completing a company car import, please download and read the full Company Car Import Specification. You can also download a Company Car Template CSV file if required.

Prerequisites

  • Ensure the company car users are set up as users within the Admin area.

  • Set up or review each fuel rate company cars need to be assigned to.

General rules

  • File must be .csv.

  • Column headers are required for data fields that need updating. Header names are space and case insensitive.

  • If the file does not contain the required data fields, the whole CSV file will be rejected.

  • If the file contains any extra headers not recognised, the whole CSV file will be rejected.

  • If any data field on a record has an error, the record is skipped and processing moves onto the next record.

  • The maximum number of records/vehicles is 10,000 per CSV file import.

  • Character limits include spaces.

Import company cars

1. Go to Admin > Company Cars.

2. Click the Import button to import your company car data.

3. Click Browse and select the CSV file containing your company car data from your device.

4. Click Import.

Note: Always use Test Mode to ensure you are importing the data correctly. After your file has been tested, click the View Full Details in the File Processing Complete banner to view the Imported File Details results.

  • New records - number of new vehicles created.

  • Skipped records - use the feedback given for each skipped record to make corrections to the company cars before importing the file again.

If an unexpected error occurs, please contact support@expensein.com for help and guidance.

5. Check the processed file notification sent to your email matches the import record totals.

6. Once you have successfully tested your company cars import, import your company cars with Test Mode disabled.

7. When your CSV file is imported, you will receive a confirmation message on the page; your company cars will now be added.

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