Bulk import trips by uploading a CSV file containing trip details.

Navigate to “Operations > Trip Import.”

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Pre-condition

1. The file should be in CSV format.
    
2. The CSV file should have a column called Account code. The application requires it to identify which account the bookings need to be created. This account code should be present on the account screen.

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How to Import Your CSV File

Step 1: Select the fleet, upload CSV, and map column fields with booking fields.

Step 2: Add a name for the mapping, which will be saved in the system for future purposes.

• How to match legs- The System requires identifying the client's leg A and return leg so that it does not create duplicate client records.
  
  
  • Same invoice number- Any column that identifies that it has a different leg of a client. The number in this column should be the same. 
    • Example: 1234466 presents in two rows, with the client going from A to B and then B to A.
       
  • Client Identification- Something which is unique in the CSV record against client - Eg: Member id/DOB/Client name.
     
  • Alphabetical sequence of legs- If you have a column that says 4647-A and then 4647-B Then, the system will understand that these are two legs of the same booking.
     
• Pickup/Drop off Information
  • Time only - Map a distinct column for Time only
  • Date only - Map a distinct column for Date only.
  • Pickup Time- Date and Time is present together in single column.
  • Pickup Address 1 - Address line one - 116 Martin Luther King E
  • Pickup Address 2 - Address line two - optional
  • Pickup State - Map a distinct column for the state only.
  • Pickup City - Map a distinct column for the city only.
  • Pickup Zip- Map a distinct column for zip code only.
  • Pickup unit/apt - Map a distinct column for unit/apt only.
  • Pickup Address - Map entire address mapping - 116 Martin Luther King East, Syracuse, NY 13205, USA
     
• Trip information- map vehicle mode, seating need, and account code here.
   

Step 3: Preview and save the mapping. The status of the upload can be seen on the upload history screen.