Download your data
Download your passenger, driver, vehicle, and facility rosters as CSV files from Settings, then Imports & Exports, then Exports.
Your data in HealthRide is yours. You can download your current rosters as CSV files any time — for a payer, a partner, a backup, or a migration file.
Go to Settings, then Imports & Exports, then open the Exports section.
Under CSV downloads, you will see a tile for each record type:
- Passengers CSV — your passenger roster with contact and mobility fields.
- Drivers CSV — your driver roster and account-linking identifiers.
- Vehicles CSV — your vehicle roster with capacity and maintenance status.
- Facilities CSV — your facility roster with billing contacts.
Click Download CSV on the tile you want. The button shows "Downloading..." for a moment, then the file saves to your computer's downloads folder.
The file is a normal spreadsheet you can open in Excel or Google Sheets. It reflects your data as of the moment you download it, so if you need a fresh copy later, just download it again.
These files contain passenger information
A passenger export includes names and contact details. Only share it with people and organizations that are supposed to have it, and delete old copies you no longer need.
What next? Import from a spreadsheet.
Switching from another system
When you import files exported from Bambi, MediRoutes, RoutingBox, TripMaster, MTM, or Modivcare, pick that system under Source so HealthRide reuses your column matching for its files and updates existing records instead of duplicating them if you import again.
Roles and permissions
HealthRide has six roles — Owner, Admin, Office, Dispatcher, Billing, and Viewer — and you change someone's role from Settings under Team, in the Members list.