Imports - Sold Asset Details

The Sold Asset Import allows Fleet360 administrators to bulk-update existing asset records with sold and disposal-related information. Rather than entering sold data manually on each individual asset, this import streamlines the process for large asset disposals, auction events, or historical data migrations.

Important: This import updates existing assets only. It does not create new asset records. Every row in the import file must reference an asset that already exists in the system.

Accessing the Import

  1. Navigate to Admin in the main menu.

  1. Select Imports/Exports.

  1. Choose Sold Asset Details from the list of available import types.

 

What This Import Updates

When processed, the import populates or updates the Sold Information and Buyer Information sections found on the Asset record under the Sold Information tab .

 

Preparing the Import File

Download the Sold Asset Import Template from the Import screen. The template is a CSV file. Column headers must appear in the following order:

Facility, Asset Number, Out of Service Date, Sale Date, Sale Price, Sale Comment, Odometer, Disposal Method, Condition, Funds Date, Seller, Seller Fee, Buyer Name, Company, Address 1, Address 2, City, State, Zip Code, Phone 1, Phone 2, Email, Transaction Number, Payment Date

Field Reference

Only Facility and Asset Number are required for each row. All other fields are optional and may be left blank.

Field

Value Verification

Format / Size

Required for Update (Field is needed to identify the asset exists)

Update Allowed (Field is eligible to be updated after it exists in the software)

Facility

Must match an existing Facility within your RTA Software (Facilities must exist first)

Numeric / 5 character limit

Asset Number

Must match an existing asset (Vehicle Link Number) in the selected facility

Alpha-Numeric / 8 character limit

 

Out of Service Date

Must be a valid date

Date: M-D-YYYY or MM-DD-YYYY

 

Sale Date

Must be a valid date

Date: M-D-YYYY or MM-DD-YYYY

 

Sale Price

Must be numeric

Decimal (e.g. 2500 or 2500.00)

 

Sale Comment

Free text

Text / 255 character limit

 

Odometer

Must be a whole number

Numeric / whole number

 

Disposal Method

Must match a valid disposal method value in the system

Alpha-Numeric / 36 character limit

 

Condition

Must be Drivable or Towed

Alpha-Numeric / 36 character limit

 

Funds Date

Must be a valid date

Date: M-D-YYYY or MM-DD-YYYY

 

Seller

Free text

Alpha-Numeric / 36 character limit

 

Seller Fee

Must be numeric

Decimal (e.g. 250 or 250.00)

 

Buyer Name

Free text

Alpha-Numeric / 50 character limit

 

Company

Free text

Alpha-Numeric / 255 character limit

 

Address 1

Free text

Alpha-Numeric / 36 character limit

 

Address 2

Free text

Alpha-Numeric / 36 character limit

 

City

Free text

Alpha-Numeric / 36 character limit

 

State

Free text

Alpha-Numeric / 36 character limit

 

Zip Code

Free text

Alpha-Numeric / 15 character limit

 

Phone 1

Free text

Alpha-Numeric / 15 character limit

 

Phone 2

Free text

Alpha-Numeric / 15 character limit

 

Email

Free text

Alpha-Numeric / 255 character limit

 

Transaction Number

Free text

Alpha-Numeric / 128 character limit

 

Payment Date

Must be a valid date

Date: M-D-YYYY or MM-DD-YYYY

 

 

Condition field note: The Condition At Sale field only accepts Drivable or Towed. Any other value will cause that row to fail validation.

Running the Import

  1. From the Sold Asset Import screen, click Choose File (or Browse) and select your completed CSV file.

  1. Click Import to begin processing.

  1. Fleet360 will validate each row before applying updates.

  1. Once processing is complete, a results summary will display: Successful rows (assets updated) and Failed rows (rows that did not pass validation, listed with error details).

 

Validation Rules

Fleet360 validates every row before updating any asset. Rows that fail validation are skipped; valid rows are still processed (partial success is supported).

Rule

What Happens on Failure

Facility and Asset Number must be present

Row fails — required fields missing

Asset must already exist in the system

Row fails — no matching asset found

Dates must be valid (M-D-YYYY or MM-DD-YYYY)

Row fails — invalid date format

Sale Price and Seller Fee must be numeric

Row fails — invalid number format

Condition must be Drivable or Towed

Row fails — invalid condition value

 

Rows that fail will appear in the error report with a description of why they were rejected. No new assets are ever created by this import.

Sold Information Tab on the Asset Record

After a successful import, the updated data is visible on the individual Asset record under the Sold Information tab in the left navigation panel.

The Sold Information tab contains two sections:

Sold Information — captures the financial and logistical details of the disposal, including out-of-service date, sale date, price, method of disposal, condition at sale, and transaction details.

Buyer Information — captures the contact details of the purchasing party, including name, company, address, phone, email, and payment date.

Both sections can also be edited manually from the asset record at any time.

Tips & Best Practices

  • Use the provided template. Column order and header names must match exactly for the import to process correctly.

  • Validate Condition values before importing. Only Drivable and Towed are accepted. Clean up any variations (e.g. Very Used, Good) in your file before importing.

  • Leave optional columns blank rather than deleting them. The import expects all columns to be present in the file, even if empty.

  • Run a small test batch first. Import a few rows to confirm your file structure and values are correct before processing a large file.

  • Save as CSV, not XLSX. The import expects a .csv file. If editing the template in Excel, save as CSV (Comma delimited) before uploading.