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How do I import vehicle data?

Modified on Tue, 10 Dec at 3:06 PM

After you have filled in the empty Vehicle export template or edited the existing data, you can save the template as a .csv file, you can import the new data in bulk into Capture Expense
 

Before you begin...

To help you prepare your import template file, export the template from Capture Expense  with or without data. Fill in the relevant information. 
Vehicle_Import_example.png

To import vehicle data

  1. Navigate to the Vehicles page. 
    Go to Setup> Overview> Vehicles & Rates or Setup> Vehicles
  2. Select Import from the Actions menu.
    Vehicles_Import.png
    The Vehicles Import page appears.
    Vehicles_Import_page.png
  3. Follow the instructions. 
  4. Upload the completed Vehicles template by clicking the Find File field and locating the .csv file.
    Import_csv_file_found.png
  5. Click the Import button. A message appears stating that the import is successful. And the new data has been imported.
    Import_Records_added.png

 

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