Clients & drivers
Names, contact details and source references. Check people with similar names before linking their records.
Moving your chauffeur operation
Move your data.
Keep work moving.
Bring the information your team relies on into 4fleet. Start with a clean export, review what maps across, and check a working day before making the switch.
See the moving planYour starting pointclients.xlsx
36 sample records
One reviewed source file.
CustomerE-mailAvery Laneavery@example.comJordan Reedjordan@example.comCasey Parkcasey@example.com
| Your file | 4fleet field |
|---|---|
| Customer | Client name |
| Email address | |
| Telephone | Phone number |
| Internal note | Ignore column |
Start with the records.
Keep their meaning.
Import coverage depends on the source profile and the fields in your export. These are the main data areas supported by the generic CSV / Excel workflow.
Vehicles
Registrations and vehicle details, reviewed against the way your fleet is organised.
Bookings
Journey details with careful checks on dates, timezones and links to clients, drivers and vehicles.
Rates
Supported rate-card and distance data. Recheck the result with a familiar quote.
Partners
Partner records and contact details, ready to review before you hand over work.
Source-specific history
Historical invoices, attachments and other records need a separate coverage check. Do not assume every field transfers.
A sequence you can follow
Move in stages.
Check at each one.
The import workspace is an owner action. Give one person responsibility for the source files, the review and the final decision.
- 1
Prepare
Keep an untouched copy of your export. Agree which records you need and which system remains the reference during the move.
- 2
Map
Choose the matching source profile. Review columns, required fields, date order and timezone before running the preview.
- 3
Review
Read the create, update, duplicate and error counts. Resolve uncertain names, amounts and links while the data is still a preview.
- 4
Commit & check
Commit the reviewed import, inspect the final report and open a selection of records in their working screens.
One small detail. A different day.06 / 07 / 2026
6 July?7 June?
Confirm date order.
Then confirm the timezone.
The details worth slowing down for
Correct rows.
Correct relationships.
A file can look tidy and still describe the wrong journey. Review a client with several bookings, a partner job, an overnight pickup and a price you know.
- Do the pickup date and local time mean the same thing?
- Does the booking belong to the right client?
- Are amounts in the intended currency?
- Are duplicate records understood before you commit?
A data import is one part
of getting ready.
Your mailbox connection, team access, payment setup and working preferences need their own checks. Walk through an enquiry, a dispatch and an invoice before choosing your changeover date.
Find your fit
Know what’s included.
Can I import an Excel spreadsheet?
The generic import workflow accepts CSV and XLSX files in the supported data slots. The required columns and coverage depend on the selected profile. Review the mapping and preview report before committing.
Can I move from another booking system?
Export a small representative CSV or Excel file first. Choose the matching source profile, review the column mapping and resolve preview issues before importing. Keep the original export so you can check the result. Migration assistance is included with Operations and Scale.
Will anything change when I run the preview?
The import preview is a dry run. It reports the proposed result before you choose to commit. A workspace owner reviews and performs the import.
Should I import all my historical records?
Choose the scope your operation needs, then verify support for each record type. Keep your original exports and existing records available while you check the result.
How long does switching take?
It depends on the quality of your export, the data areas involved and the setup your team needs. A sample export and a typical working day are useful starting points for a demo discussion.
Put 4fleet to work
Start with one working day.
Use your trial to understand the workflow, then plan the move around your operation.