(10-19-2018: THIS PAGE WAS UNPUBLISHED BECAUSE THESE STEPS ARE NOT CURRENTLY AVAILABLE THROUGH THE USER INTERFACE.)
You can manage driver details outside of MyEROAD by using EROAD’s handy bulk import and export feature:
- Quickly set up your drivers in MyEROAD when rolling out EROAD units for your fleet
- Simplified on-boarding of new drivers
- Easily manage even large numbers of drivers
- Extract driver details from MyEROAD for use in external systems
Keeping driver details up-to-date is easy and straight-forward, you can either:
- Start from scratch and import driver details from an Excel or CSV file, using the template provided. Find details on file content here.
- Manage driver details by using the export/import feature. You can export driver details stored in MyEROAD, edit the Excel or CSV file, and then import the file with up-to-date driver details back into MyEROAD
NOTE:
- You can import one licence per driver to add or edit the driver's primary licence
- Existing details in MyEROAD that are not listed in the file will not be altered on file upload
- You cannot edit Driver app settings via file upload
- You can choose to use Excel (.xlsx) or CSV (.csv) files. If you have Excel installed, we recommend you use Excel files.
- Do not change headings and cell formats in the file
QUICK TIP: To quickly set up your drivers with PINs, you can export your driver details from MyEROAD, add a PIN for each driver in the file, and then import the file back into MyEROAD. You could even randomly create PINs in the .xlsx file by using Excel formula =RANDBETWEEN(1000-9999).
Import driver details using the template
This is paricularly useful when you currently don’t store driver details in the DRIVER tab in MyEROAD, or wish to upload new drivers:
- Go to DRIVER tab.
- Click .
- Click GET TEMPLATE.
The template will be downloaded into your browser. - Edit the file and save.
- In DRIVER tab, click .
- Choose file.
- Click UPLOAD.
Details uploaded with the file will be available in the DRIVER tab in MyEROAD.
Manage driver details using import/export functionality
This is paricularly useful when uploading a number of new drivers, or when editing existing driver details.
To bulk update driver details:
- Go to DRIVER tab.
- Click .
- Select In Excel or In CSV to choose the file format.
The file including details of all drivers in the DRIVER tab will be downloaded into your browser. - Edit the file and save changes.
- In DRIVER tab, click .
- Choose file.
- Click UPLOAD.
Details uploaded with the file will be available in the DRIVER tab in Depot.
Driver details in file for bulk import
|
Display in DRIVER tab |
Field in CSV or Excel file |
Details |
Driver details |
First Name |
firstname* |
driver's first name |
Last Name |
lastname* |
driver's last name |
|
Alias |
aliasName* |
driver's alias |
|
Mobile Number |
mobileNumber |
driver's phone number |
|
|
|
driver's email address |
|
Groups (Fleets) |
group* |
If a group does not exist in MyEROAD, it will be created. You can only assign drivers to groups you have access to. |
|
Driver identification |
Driver Pin |
pin |
PIN for log in on Ehubo2 or EROAD Driver app |
Driver ID Card Number |
driverID |
For log in on EROAD Driver ID unit |
|
Licence details |
ID Number |
licenceNumber* |
Licence number, e.g. driver licence number |
Expiry |
expiry* |
Licence expiry date |
* required