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Import guides

Applies to v1.7+ · ~3 min read · Import guides

Prepare vehicles and jobs, keep reusable mappings, and manage the records used by planning.

In this section

  • Import your vehicles — Map a fleet file, verify the vehicle preview, and save the vehicle mapping for reuse.
  • Import your jobs — Map a representative job file, verify required addresses, and load today's work.
  • Saved mappings — Review and maintain the saved vehicle and job mappings used by repeat imports.
  • Manage vehicles — Create, review, edit, disable, or delete the vehicles available to Route Planner.
  • Manage contacts — Maintain the people and location records associated with operational work.
  • Recurring jobs — Set up jobs that should be added automatically on matching planning dates.
  • Vehicle file reference — Prepare vehicle names, capacities, shifts, skills, and locations for a reliable import.
  • Job file reference — Prepare pickup, delivery, service-window, dwell-time, and capacity fields for job import. Manage Import Profiles on Vehicle Profiles.

Manage Import Profiles on Job Profiles.

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