Welcome to Pulpo's Help Center! In this article, we explain how to create and manage the main objects in our platform—vehicles, drivers, payment methods, and suppliers—either individually or in bulk.
How to Add Objects in Pulpo?
Pulpo offers two methods to create objects: individually or in bulk. Follow the steps according to your need:
Add Objects Individually
To create objects one by one, follow these steps:
1️⃣ Access the Relevant Module
✔ Log in to your Pulpo account.
✔ In the left sidebar menu, select the Fleet module.
2️⃣ Select the Object Category
✔ Choose which type of object you want to add: Vehicles, Drivers, Payment Methods, or Suppliers.
3️⃣ Click "Add"
✔ At the top right corner of the screen, click the + Add button to start.
4️⃣ Fill Out the Form
✔ Enter the required information (mandatory fields are marked with an asterisk *).
✔ You can include both general information and specific details about the object.
5️⃣ Custom Fields
✔ If you’ve created custom fields, they will appear in the Details section.
✔ You can reorganize these fields using the three-dot menu under Configure Forms.
6️⃣ Additional Options
✔ Comments and Documents: Add notes or attach related documents like contracts or policies.
✔ Review all information before proceeding.
7️⃣ Finalize Creation
✔ Click Create to finish. The object will be immediately available in the system.
💡 Tip: Customize how data is displayed by configuring columns and filters to suit your needs.
Add Objects in Bulk
If you need to create multiple objects at once, Pulpo supports bulk imports. Here’s how:
1️⃣ Access the "Importer" Module
✔ Go to the left sidebar menu and select Importer.
2️⃣ Download the Template
✔ Pulpo provides pre-configured Excel templates for each object type. These include:
✔ Required fields.
✔ Specific formats to ensure a successful import.
3️⃣ Upload the File
✔ Fill out the template with your object data.
✔ Upload the file following the importer instructions.
4️⃣ Review the Process
✔ Pulpo will validate the data and alert you to any errors so you can fix them before completing the import.
📌 For more details, check out our dedicated guide on [How to Import Data in Bulk in Pulpo].
Any Questions?
Adding objects in Pulpo is simple and efficient. If you need help during the process, don’t hesitate to contact our support team. We’re here to help! 🚀