How to Import Data

Modified on Wed, 2 Oct at 10:03 AM

The Import feature allows you to efficiently manage data entry in the Transport Management System (TMS). There are primarily two methods for importing data:

Bulk Importing
Manually Importing

How to Bulk Import

The Import menu provides a powerful tool for bulk data entry, allowing you to efficiently add multiple entries at once. This feature is particularly useful for large-scale updates or initial system setup. Here's how to use the Import function:

Navigate to the Import menu in the system

Select the type of import you wish to perform. The system supports imports for:
- Passenger
- Vehicle
- Location

Prepare your data in an Excel sheet. Ensure your data is formatted correctly according to the system's requirements.
Once your Excel file is ready, click on the "Select files…" button.

Browse your computer and select the prepared Excel file or you can simply drag and drop the files to upload.

Once the import is complete, the system will display a summary of the import results, including:
- Number of records successfully imported
- Any errors or issues encountered during the import
Review the import summary carefully. If there were any errors, you may need to correct your Excel file and try the import again.
If the import was successful, you can now view the imported data in the respective menus (Passenger, Vehicle, or Location).

Remember to double-check your data before importing, as bulk imports can significantly affect your system's data.

Bulk Import Format

When using the bulk import feature, ensure your Excel sheet follows the correct format for each import type. Below are the required fields and formats for Passenger, Vehicle, and Location imports.

Important: All fields should be created in your Excel sheet. Make sure to fill in all mandatory fields. Non-mandatory fields can be left blank if the information is not available or not applicable.

* Required fields

Passenger Import Format

Field	Example
Registration_No*	405165
Initials*	M.D.S.D.
Firstname*	Kumara
Lastname	Rathne
Mobile*	7788
Emergency*	119
Gender*	M/F
Title*	Mr./Ms.
Email*	[email protected]
Account
Department*	RMV
Active*	1
Postal_Code
Street_1
Street_2
City
Country*	SL
Office_Location
Bus_Halt_Geo
Bus_Halt_Name
Bus_Halt_Name_2
Bus_Halt_City
Bus_Halt_Sub_Zone
Home_Geo
Home_Name
Home_Name_2
Home_City
Home_Sub_Zone
Generate_Account
Portal_User	1

Vehicle Import Format

Field	Example
vehicle_name*	Camry
route*	Maharagama
make*	Toyota
model*	Camry
license_plate*	ABC1234
vehicle_class_type*	cd05
vehicle_type*	Car
fuel_type*	p
fuel_consumption_rate*	30
seating_capacity*	4
vehicle_status_type*	Good
vehicle_condition_type*	cd01
owner_name*	John Doe
owner_mob_no*	1234567890
owner_address*	123 Main St, City, Country
supplier*	James
vehicle_category*	A
charging_method*	km
rate*	100
device*	D1

Location Import Format

Field	Example
lat_lng*	7.2307993,80.2025781
name_eng*	Welimada Branch Office
name_lang_2
name_lang_3
street_1
street_2
city*	Welimada
state
postal_code
country_code
location_type_code*	BO
subzone_code
verified*	1
distance_to_factory

Ensure all mandatory fields are filled out correctly in your Excel sheet before attempting to import. Non-mandatory fields can be left blank if the information is not available or not applicable.

How to Manually Import

In addition to bulk imports, you can also manually import data one by one. This method is useful for adding individual records or making small adjustments.

Navigate to the relevant menu (e.g., Passengers, Vehicles, Locations).

Click on the "+ New" button (e.g., "+ New Passenger").

Fill out the required fields in the form.

Click "Save" to add the entry to the system.

This method allows for greater control and accuracy, especially when handling unique or specific entries that may not fit bulk import formats.