Data setup
Importing customers, vehicles and items
A clean import begins with stable identifiers and explicit decisions about duplicates. Preserve the source file, test a small sample and reconcile the result before loading the complete dataset.
01
Prepare customer records
Use one row per customer organization or household and keep contacts separate where possible. Standardize phone, email, address and payment-term fields without inventing missing values.
02
Link vehicles with durable identifiers
VIN is the preferred vehicle identity, with fleet unit number and license plate as operational references. Every vehicle row needs a customer relationship and a clear active or archived status.
- Remove spaces and obvious transcription errors from VINs.
- Do not merge vehicles solely because plates match.
- Retain fleet unit numbers used by customer approvers.
03
Normalize items before counting stock
Define item number, description, unit, category, cost, selling price and location-owned quantity. Separate vendor catalog identifiers from your internal item identity.
04
Test and reconcile
Import a representative sample that includes duplicates, missing values and multi-location stock. Compare accepted, rejected and transformed records with the source before authorizing the final load.
Ready to move forward?
Need help with your configuration?
Existing customers should use in-product support for account-aware assistance. Evaluation teams can contact us to discuss requirements.