How to Use Bulk Import Templates
To upload your organisation’s data to the platform, follow these steps:
Download the relevant template(s).
Create a copy of the spreadsheet.
Fill out the copy with your data.
Send the completed version back to us for import.
Personnel & Users
Personnel & Users
Manager Access Levels
Access is based on how detailed the location data is:
Input Format | Access Granted |
Brand only | All data within the brand |
Brand + Region | All data within the region |
Brand + Region + Location Name + Code | Specific location only |
Columns
Field | Description |
First Name | Personnel’s first name (Required) |
Last Name | Personnel’s last name (Required) |
Personnel Category | Choose from: Office, Instructor, Assistant Location Manager, Brand Director, Brand Manager, Central Services, Driver, Location Manager (use for Branch Managers), MHE Operator, Regional Director, Regional Manager, Transport Manager (Required) |
Employment Status | Choose from: Employed, Agency, Subcontracted, Not Employed (Required) |
Required only if the user needs platform access (Required if active) | |
User Status | Active or Inactive (Required)<br/>Inactive users won’t have platform access but can still be booked |
User Role | Choose: Admin, Editor, Manager, or User (Required)<br/>🔗 See role descriptions |
Position | Job title (e.g. HGV Driver, Branch Manager) (Required) |
Employee Number | Unique ID (e.g. payroll number) (Required) |
NI Number | National Insurance Number (Optional) |
Contact Number | Personnel’s phone (Optional) |
Address / Postcode | Full address (Optional) |
Locations
Locations
Columns
Field | Description |
Brand | Brand associated with this location (Required) |
Region | Region the location falls under (Required) |
Code | Unique location code (Required – we can help generate this) |
Location Type | Office, Branch, Distribution Centre, Showroom, Cost Centre (Required) |
Status | Active, Inactive, Closed (Required) |
Address | Full address (comma-separated) (Required) |
Postcode | Location postcode (Required) |
Contact Number | Primary phone number (Required) |
Regional Manager | Name of regional manager (Optional) |
Location Manager | Branch manager’s name (Optional) <br/>Note: Use “Location Manager” in the system even if the internal title differs |
Operator Licence Number | If applicable (Optional) |
Assets
Assets
General Instructions for All Asset Types
Field | Notes |
Code | Location code the asset is assigned to (Required) |
Asset Number | Optional internal identifier |
Expiry Dates | Use format: DD/MM/YYYY |
Ownership Type | Choose from: Purchase, Lease, Hire, Owned, Operating Lease, Contract Hire, Hire Purchase |
Asset-Specific Fields
Each asset type has required Status and Variant values:
Cars / HGV & LCV / Grey Fleet
Field | Options |
Status | Active, Inactive, Sold, VOR, SORN, Returned to lease company (Cars & HGV/LCV only) |
Country of Registration | United Kingdom, Republic of Ireland |
Variant (HGV/LCV only) | HGV: Flatbed, Rigid, Tipper, etc. <br/>LCV: Box Van, Panel Van, Pick-Up Truck, etc. |
Auxiliary Equipment (HGV/LCV only) | HGV: Lorry Loader, Moffet, etc.<br/>LCV: Tail Lift |
MHE
Field | Options |
Status | Active, Inactive, Sold |
Variant | Pallet Truck, Reach, Sideloader, etc. |
Trailer
Field | Options |
Status | Active, Inactive, Sold |
Variant | Box Trailer, Flatbed, Curtainsider, Tanker, etc. |
Racking
Field | Options |
Status | Active, Inactive, Sold |
Variant | Pallet Racks, Mezzanine Racking, etc. |
Load Securing Equipment
Field | Options |
Status | Active, Inactive, Sold |
Variant | Webbing Strap, Chain, Cargo Net, etc. |
Plant
Field | Options |
Status | Active, Inactive, Sold |
Variant | 180 Excavator, Skid Steer, Loading Shovel, etc. |
Technology Equipment
Field | Options |
Status | Active, Inactive, Sold |
Variant | Laptop, Tablet, Printer, Camera, etc. |
Property
Field | Options |
Status | Active, Inactive, Sold |
Building Type | Office, Training Centre, Workshop, etc. |