# Upload trips from a broker file or spreadsheet

> Upload the trip file a broker sends you, or your own spreadsheet, check the rows, and import them as trips ready to dispatch.

Source: https://healthride.app/knowledge-base/trips/import-trips/

When a broker sends you trips as a file, or you keep trips in a spreadsheet, upload the file instead of typing each trip.

## Before you start

**You'll need**

- The file, as CSV, TSV, TXT, XLS or XLSX, 20 MB or smaller
- The payer the trips bill to, added under **Payers**. For a broker file, add that broker. See [Add who pays you](/knowledge-base/billing/add-who-pays-you/).

## Steps

1. In the menu on the left, under **Operations**, select **Trips**. Above the list, select **Upload**. The **Upload trips** page opens.

2. In **Payer**, choose who the trips bill to, like your broker. If each row of your file names its own payer, choose **Several payers**.

3. Check **File format**. When the payer is a broker, HealthRide picks that broker's format for you. For your own spreadsheet, choose **HealthRide spreadsheet** under **Other formats**. **Download a sample file** shows the columns each format expects.

4. Drop your file in the **File** box, or select the box to choose it. Then select **Upload**.

5. If HealthRide can't find some columns, **Match your columns** opens. For each box, choose the column from your file that fills it, or **Leave empty**. Then select **Continue**.

6. On **Check your trips**, look at the counts: **Ready to import**, **Already imported** and **Can't import**. Each row that can't be imported says why.

7. Select **Import** with the number of trips, like **Import 24 trips**. When it's done, you'll see how many were added. Select **View trips** to see them.

## Broker formats

When the payer is one of these brokers, its format is picked for you: Access2Care, Alivi, American Logistics, Call the Car, CareCar, CTS, GATRA, IntelliRide, LBVA, Modivcare, MTM, MTM (NovusMed), Provide A Ride, Ready Ride, Ride Choice, Ride2MD, Rideline, SafeRide (Basic), SafeRide (Expanded), Tennessee Carriers and WellTrans.

**Other formats** works with any payer. It has the **HealthRide spreadsheet** and a few more file layouts that brokers and transit agencies send.

## Good to know

- **Nothing is added until you select Import.** You can upload a file, look it over, and leave.
- **Uploading the same file twice is safe.** Trips already imported are skipped, so nothing is added twice.
- **Finished rides are left out.** Rows the file marks cancelled, no-show or completed aren't imported.
- **New riders are added for you.** Riders in the file who aren't in **Passengers** yet are added.
- **Uploaded trips are ready to dispatch.** They go straight on your schedule, not to **Requests**, and wait under **Unassigned** on Dispatch. **Recent uploads** at the bottom of the page lists your past files.

## If something looks wrong

| What you see | What to do |
|---|---|
| Your broker's format isn't in the list | The payer isn't marked as that broker. The owner opens the payer under **Payers** and, next to **Broker**, selects **Change**. |
| Some rows show under **Can't import** | Fix those rows in your file and upload it again. Rows already imported are skipped. |
| "Add a payer first" or "No payers yet" | Every uploaded trip bills to a payer. Add the broker or facility under **Payers** first, or ask your owner to. |
