Import & Update Drivers in Bulk

When it's time to start running your fleet with Samsara, we make it easy to set up lots of new driver accounts all at once.

Need to edit a lot of driver data at once? Update driver data by creating an export, performing your edits, and then uploading the changes.

Here are a few things to keep in mind:

  • You cannot create or update more than 500 records at a time
    • You can download all of your records at once
  • Many fields enforce validation requirements such as length, format, or uniqueness (see "Understanding Acceptable Driver Data")
  • The same usernames and drivers' licenses cannot be used for multiple driver accounts

Importing Users

Prepare Driver Data for Import

You can input several pieces of data about drivers in the Samsara platform, from the basics--name, username, and password to values like driver's license to pre-populate fields in DOT forms.

The best way to prepare your driver data is to use one of our Driver Import Templates below, customized for ELD vs. non-ELD customers:

These templates include fields that you can fill in for an individual driver along with basic validators to ensure you upload data in the right format.

Using the Driver Import Template

To use one of the templates:

  1. Download the appropriate template
  2. Open the template in a spreadsheet program, such as Microsoft Excel, or upload it Google Sheets
  3. Fill in your driver data, observing any data validation prompts
  4. Save the file as a CSV file

Understanding Acceptable Driver Data

The data entered into the form and uploaded must follow certain rules for an import to be successful.

The following columns are available for all customers and are subject to the following rules:

  • Username: Must be at least 4 characters long and unique (not duplicated)
  • Password: Must be present (cannot be blank)
  • Name: Must be present (cannot be blank)
  • Phone: If present, must be a 10 digit number (e.g. 5554443333)
  • Notes
  • Tags: Tags listed must already exist (cannot be created here)
  • License Number: Must be unique (not duplicated)
  • License State

The following columns are available for ELD customers:

  • ELD Personal Conveyance (PC): True or False
  • ELD Yard Moves (YM): True or False
  • ELD Day Start: 0 or 12 (midnight or noon)
  • Carrier Name Override
  • Main Office Address Override
  • Carrier DOT Number Override

Importing Driver Data via Upload

Once the file has been saved as a CSV, you're ready to import your driver data:

  1. Open the Samsara Admin panel and navigate to the "Drivers" page in "Settings"
  2. Find the "Bulk Operations" menu and choose "Upload CSV"
    Screen_Shot_2017-12-05_at_8.52.08_PM.png
  3. Choose the CSV file from your computer and then click "Upload"

Screen_Shot_2017-12-05_at_9.01.50_PM.png

If the upload is a success, the number of drivers uploaded will appear in a notification:

Screen_Shot_2017-12-05_at_9.03.35_PM.png

Updating Users

Downloading Existing Driver Data

The easiest way to update many driver records at once is to first download the existing data. Then, you can simply edit the fields you need to change, or add the data that's missing, and quickly re-upload the file.

  1. Open the Samsara Admin panel and navigate to the "Drivers" page in "Settings"
  2. Find the "Bulk Operations" menu and choose "Download CSV"

Screen_Shot_2017-12-05_at_8.52.08_PM.png

The Driver Record CSV will then be saved to your computer.

Editing Driver Data

The Driver Record CSV file can be opened in any spreadsheet program, including Microsoft Excel or Google Sheets. The process for making changes is simple:

  1. Open the Driver Record CSV file in a spreadsheet program
  2. Perform edits to existing records
  3. Add any additional (new) driver records to the bottom of the spreadsheet, leaving the ID column blank
  4. Save the Driver Record CSV file

Tips for Editing Driver Data

Check Your Data

Unlike the import template, however, the CSV file does not contain validators, so be sure to double-check your data before uploading. Refer to "Understanding Acceptable Driver Data" in "Importing Users" above for data format rules.

Don't Edit or Delete the "id" Column

Another important difference between the import template and driver record files exported from the platform is that there is an additional column, "id". Do not delete the "id" column or clear the "id" values; the platform will attempt to create duplicate records and your bulk update will fail.

Updating Driver Data via Upload

To submit your updates, upload your Driver Record CSV file using the Bulk Operations dialog, this time choosing "Upload CSV".

If your upload is successful, a confirmation with the number of records updated will be displayed.