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Smart Import Instructions

Smart Import is designed to streamline data imports by replacing the old “Import via templates” feature with a more intuitive and guided process.

How It Works – Step by step

On the dashboard click on "Import Data"

 

Click on "Smart Import"

 

 

Choose the data category you wish to import, then either drag and drop your file or click to browse and select it.

 

Next, you'll be guided to a setup wizard. Confirm or select the header of your sheet and click on Next

 

For each column, select the corresponding field so that your data is accurately mapped to the platform.

 

If a field isn’t automatically recognised or mapped by the system, an orange warning icon will appear. You can resolve this by either assigning the correct field or, if it's not relevant, choosing to skip it.

Once you’ve finished mapping your data, click “Confirm” to proceed.

 

In the final step, review your import for any potential errors, and use the find & replace function to update items or fields as needed.

When everything looks correct and you're ready, click “Complete Import” to finalise the process!


Tips & Best Practices

  • Use the template files as a starting point, especially if unsure about required formats.

  • Take advantage of Smart Import’s learning. Future imports with similar data will map more efficiently.

  • To get an overview of your imports, you can find them via Dashboard -> Import Data -> Import History.
  • Always ensure required columns are mapped; optional columns may be left unmatched if not needed.
    • For Employees:
      • Name, Surname, Mobility Policy, Date in service, Personnel number
    • Personal Car, LCV, Bicycle, Speed Pedelec, Other Vehicle:
      • Identification Number (licence plate number), Status
    • Cards:
      • Identification Number (Card number), Status
    • Charging Station:
      • Identification Number (Station number), Status
    • Contracts:
      • Type code (Cost type code), Contract Number, Contract type, Currency, Supplier, Asset
    • Invoice:
      • Net amount, VAT rate, Type code (Cost type code), Asset (Asset identification number), Invoice number, Currency, invoice date, Supplier name
    • Energy stop:
      • Date, fuel type, quantity