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Learn how you can import your existing equipment list into Rose Rocket.
Table of Contents
You can upload any .csv, .tsv, .txt file with any set of columns as long as it has 1 record per row. The system will match your spreadsheet columns to the right data points. You'll be able to clean up or remove any corrupted data before finalizing your report.
Our Equipment Import Template is also available for download here.
Rose Rocket offers flexibility with our Equipment Import Template. There are 31 data points that you can upload and 2 of those fields are mandatory. Those are indicated by an asterisk (*).
Proper Format And Best Practices
We’ve outlined key instructions for the fields below. Please make sure to follow closely as this information will either impact the success of the upload or the data will upload incorrectly.
- Equipment Name: Must be unique to each equipment.
- Type: Must be “Trailer” or “Vehicle” unless another type has been added in your instance.
- Subtype: Further categorize your equipment by creating subtypes. Must leave blank unless a subtype has been added in your instance.
- Units: Input Imperial or Metric.
- License Number: You can upload up to 3 licenses. Each must have their own column when uploading.
- License Issued/Expiry: Format it as yyyy-mm-dd.
- Is Billable: Input Yes or No.
- Is IFTA Tracking: Input Yes or No.
Instructions On How To Import Carriers
There are two ways to import your equipments. You can either import via a CSV file or via Motive if you have the integration enabled in Rose Rocket.
How To Import Via A CSV File
1. Go to the Equipment module.
2. Click on Import.
3. Click on + Import Equipment.
4. Select Import CSV and click on Import CSV.
5. Click on Upload data from file.
6. Confirm if the selected row contain column headers.
7. The system will automatically match your spreadsheet columns to the right data points.
If the fields don't match, you will see the "unable to automatically match" error. You can look up and select the matching field from the dropdown menu.
8. Ensure each column is matched to the appropriate field. Once confirmed, click on Confirm mapping.
9. Click on Ignore this column if there is no data.
10. Click on Review once you are done mapping.
11. Click on Continue once you are done reviewing.
If there is a format issue, the field will be highlighted in red. You can hover over the field to see how to resolve the issue. You will receive an "unresolved format issue" error if you try to continue. Click on Go back to edit the mapping or edit the value directly on this page.
12. Click on Yes to submit. A popup window will tell you to check back in a few minutes.
13. The Import Data page will show the upload progress.
14. Once the carriers have been imported, the status will become Completed along with the uploaded date & time. You can expand it to see how many entries were successfully imported.
How To Import Via Motive
Please refer to this help center article.