Table of Contents
This article provides an overview of the file requirements and supported values for importing Warranty information.
IMPORTANT: Warranty Management is only available with the Premium Fleetio plan.
NOTE: Instructions for importing data are available in the Data Import Overview article, including step-by-step instructions, training videos, and guidance on preparing your import data file.
Warranty Import Template
When importing Warranties, we recommend using a Warranty Import Template.
- Click Warranties in the Sidebar Navigation to go to the Warranties Index.
- Click the More Actions Button and select Import Warranties.
TIP: You can learn more about the Warranties index in Warranty Management Overview.
- Click Browse Import Templates.
- In the Import Templates pop-up, click Warranty in the left menu.
- Click the Download drop-down for the Warranty template and select Empty Template to import new records or Prefilled Template to update existing records.
A .CSV file will download containing the proper columns to input your data.
NOTE: If you are using a spreadsheet generated from another system, file type and data modifications may be needed to ensure proper format and data mapping.
Data Requirements
Be sure to note the Required section and columns in the charts below.
Columns marked Yes are always Required, whereas those marked No may be left as blank cells in the import file - the entire column can be skipped during the mapping process if it is omitted for all warranties.
Columns containing * See Below have special conditions required under certain circumstances; these are explained in footnotes beneath the chart.
Columns & Values
Required Fields
These fields are required for Warranty Imports unless otherwise noted.
| Column | Required | Notes |
|---|---|---|
vehicle_vin |
Yes |
This column uses the VIN to match the warranty to a specific vehicle |
policy_name |
Yes |
|
coverage_type |
Yes |
Must be one of the following:
standard
extended
|
start_date |
Yes |
Date that the policy starts
|
end_date |
Yes |
Date that the policy ends
|
duration_unit |
Yes |
Must be one of the following:
years
months
|
duration_value |
Yes |
Term of the policy
|
primary_meter_distance |
Yes (* See below) |
Total distance (ex: 100,000 miles) |
start_primary_meter |
Yes |
Meter value for when the policy starts |
end_primary_meter |
Yes (* See below) |
Meter value for when the policy ends |
* primary_meter_distance and end_primary_meter are required unless primary_meter_unlimited is set to true
Other Fields
These fields are not required but are recommended when possible to ensure the accuracy of your data in Fleetio.
| Column | Required | Notes |
|---|---|---|
| description | No | |
| primary_meter_unlimited | No |
Must be one of the following:
|
| secondary_meter_distance | No | |
| secondary_meter_unlimited | No |
Must be one of the following:
|
| start_secondary_meter | No | |
| end_secondary_meter | No | |
| contract_number | No | Contract ID |
Warranty Import Process
For detailed step-by-step instructions for importing new Warranty data, refer to the New Data Import Overview article.
Update Warranty Data via Import
For detailed step-by-step instructions for updating existing Warranty data, refer to the Update Existing Data via Import File article.
