Export Functions

Purpose

Exports will make it easier to either get a blank template that is pre-populated with data field columns that can be easily filled to import data in bulk the first time or to export the existing data that exists for that export type so that items can be adjusted in bulk and reimported.

How to Download a Blank Template

  1. From the main menu, expand <Admin> area (You must have access rights to imports/exports.

  2. Click on <Imports/Exports>

  3. Locate the data file set for which the template is needed from the list

  4. Hover over the Action Menu <three dots> located under the Import/Export column directly following the import type

  5. Click <Download Template>

  6. The template will be added to your downloads as a .CSV file

  7. Access your downloads by clicking on either your folder icon in your task bar or by searing for file explorer on your computer

    1. The download notification may also populate in your browser where you can click the file from there as well

      image-20251126-185259.png

  8. Locate your downloads folder and click on it to open it

  9. Locate the downloaded template which should be at the top of the list

How to Export a Data Set

  1. From the main menu, expand <Admin> area (You must have access rights to imports/exports.

  2. Click on <Imports/Exports>

  3. Locate the data file set for which the template is needed from the list

  4. Hover over the Action Menu <three dots> located under the Import/Export column directly following the import type

  5. Click <Export File>

  6. A confirmation pop up will appear to ensure the export is wanted

  7. Click <Export> to proceed with the export or Click <Cancel> to dismiss the export action

  8. If Export was selected in step 7, a dialogue box will appear to show that the export is in process and that an email notification and an in-app notification with a link to download the export file once it is completed processing. Click <OK>

    image-20251126-190030.png

    1. An email will only be sent if there is an email existing in the Fleet360 User Profile

      1. The email subject line will be Export File Ready

      2. The sender will be noreply@rtafleet.com

      3. The body of the email will state that the export has been completed and provide a link to download the export file

        image-20251126-190342.png

    2. The in-app notification will appear in the bell icon at the top of the Fleet360 application

      image-20251126-190000.png

Import Types Without an Export Function

There are a few data sets/import types that do not have a corresponding export function.

  • PMs - Coming in a future release

  • Employees - Coming in a future release

  • WO Combined - will be part of a future system enhancement and feature

  • Tricoder Inventory - Not applicable as this is an import utility only

Search