Importing trips from a CSV

Bulk import is the normal route for standing orders and for broker files that arrive as spreadsheets. The importer validates the whole file before creating anything, so you never end up with half a day loaded.

Preparing the file

• Export as CSV, not XLSX. Save with UTF-8 encoding.
• Keep the header row exactly as the template names its columns — headers are matched by name.
• Dates and times should be in your organization's operating time zone; do not mix zones within one file.
• One row per trip. A round trip is two rows.

Running the import

1. 01Open Trips and choose Import.
2. 02Upload the file. It is parsed and checked before anything is written.
3. 03Review the validation summary: rows that will be created, and rows that cannot be.
4. 04Fix the reported rows in your source file and re-upload, or proceed and handle the rejects separately.
5. 05Confirm. Created trips land in the unassigned backlog, ready to schedule.