Import Wizard

Import tracked vehicles using the Import Wizard

The Import Wizard provides a quick and easy way to import your tracked vehicles into Move.

• Click on Settings in the menu header.

• Click on Import Vehicles under ‘Import Wizard’ in the drop-down menu.

The Import Wizard will open.

• Click on Import Tracked Vehicles.

• Click on Next.

To import your vehicles you can either upload your own CSV file or use our template.

To upload your own file:

• Either, drag and drop your CSV file into the pale blue box;

Or

• Click on the green link to select a file from your computer.
• Navigate to the file on your computer.

• Click on Open.

The file will be uploaded to SynX.

Note: your file must be saved in the CSV format. 

         And, if your spreadsheet contains a header (headings for the columns), ensure the Ignore the first line (header) box is checked. If there are no headings, uncheck the box.

• Click on Next.

SynX now needs to match each column of data to the fields in the vehicle database. Note: you cannot progress to the next stage until at least the five mandatory fields have been selected.

• Click on the first Select an Option drop-down box.

• Select the field that matches the data in that column, e.g. in our example it would be ‘Registration’.

• Repeat for all columns (fields) that contain data, scrolling horizontally as required.

Note: Once a field has been selected, it cannot be selected again in another column.

          And, fields that don’t have an option selected will not be added to the database.

• If you make a mistake, click on Edit under the selection box.

• Click on Next.

• If there are any problems, the system will provide information about the errors so they can be corrected and the file resubmitted.

• Click on Download Error File.

• Select a location on your computer to save the file to.

• Click on Save.
• Open the saved error list.
• Make the necessary changes to your vehicle list spreadsheet.

• Click on Previous twice in the wizard to return to the Import File page.

• As before, upload your file by the drag and drop method or by selecting the file from your computer.

• Click on Next.

• Repeat the step to select options for each field.

• Click on Next.

• Click on Confirm.
• Click on Return to Move.

To use our template:

• Click on Download Template.

• Save and open the template file in MS Excel or other spreadsheet program.

• Add the details of the new vehicle(s) under the headings in the spreadsheet.

• Follow the steps above to upload the file and import the data.

 

Import drivers using the Import Wizard

The Import Wizard provides a quick and easy way to import your drivers into Move.

• Click on Settings in the menu header.

Click on Import Drivers under ‘Import Wizard’ in the drop-down menu.

The Import Wizard will open.

• Click on Import Drivers.

• Click on Next.
• The following steps are exactly  the same as in the above section - Import tracked vehicles using the Import Wizard.