You don’t have to type everything again. Download your lists from your old system as spreadsheets, and upload them here.
| What comes over | Where you upload it |
|---|---|
| Drivers, vehicles and facilities | Settings › Imports & Exports, in the steps below |
| Passengers | Passengers › Import passengers. See Import passengers. |
| Upcoming trips, including broker trip files | Trips › Upload. See Import trips. |
Past rides and invoices don’t come over. Rides your file marks as finished, cancelled or no-show are left out. Keep a copy of your history from your old system.
Steps
At the bottom of the menu on the left, select Settings. Then, under Operations, select Imports & Exports. The Import tab shows Switching from another software?
Under What are you importing?, select Drivers, Vehicles or Facilities.
Drop your file in the File box, or click the box to choose it. Then select Upload. HealthRide reads the file and matches its columns by their names.
Check the list. Ready to import shows how many rows will be added. Rows under Can’t import say why, like “Driver name is required.” If a column went into the wrong place, select Change columns and fix it.
Select the import button, like Import 7 drivers. You’ll see how many were added. Select View drivers to see them.
Do the same for your other lists.
After you import
- Invite your drivers to the app. Imported drivers show No pending invite. Open the three-dot menu at the end of each row and select Send new invite. See Add your drivers.
- Check each vehicle. Make sure its seats and wheelchair spots are right, and add where it parks overnight. Until you do, its day starts and ends at your headquarters.
- Facilities show on the Payers page.
Good to know
- Keep the ID column from your old system. If you upload the same list again, HealthRide updates what it already has. Without an ID column, the same vehicles and facilities are added a second time. Drivers are also matched by email.
- Vehicles count toward your plan. If your plan is full, the extra vehicles aren’t added. Add room first in Manage your subscription.
- Who can import: owners and admins bring over all three lists. Office staff can bring over facilities.
If something looks wrong
| What you see | What to do |
|---|---|
| “This file type can’t be uploaded.” | Save the file as CSV or XLSX and upload it again. |
| Some rows are under Can’t import | Fix those rows in your file and upload only them again. |
| Some vehicles weren’t imported | Your plan may be full. Add room in Settings › Subscription, then upload those vehicles again. |
| A file won’t go in at all | Send us a message from Support & feedback and tell us which list it is. |