Samsara makes it easy to add, edit, and update a set of new driver accounts all at once.
Adding New Drivers vis CSV Upload
When adding new drivers, you can start by downloading the Sample Template CSV file at the bottom of this article that contains each of the columns you will need to fill in. Once you fill in the required information, you can upload the file back to the Samsara Dashboard.
To use the sample template, please follow these instructions:
- In the Dashboard, click on Settings > Drivers.
- Click on More Actions > Upload CSV.
- Click on Sample Template from the pop-up menu to download the template.
- Open the template in a spreadsheet application, such as Excel, Numbers, or Google Sheets.
- Fill in the driver data,
- Save the file as a .CSV file.
- Upload the file back to the Samsara Dashboard (see the section below titled Uploading to the Samsara Dashboard).
Editing Existing Drivers via CSV Upload
You can use the bulk uploader to edit existing drivers. When doing so, you might find it useful to start by downloading your existing Drivers List.
To download existing driver data from the Samsara Dashboard, please follow these instructions:
- In the Dashboard, click on Settings > Drivers.
- Click on More Actions > Upload CSV.
- Click on Drivers List to download your existing driver data.
- Update the information in the CSV file (see the section below titled Preparing Data for Import via CSV Upload for more formatting reference).
- Upload the file back to the Samsara Dashboard (see the section below titled Uploading to the Samsara Dashboard).
Uploading to the Samsara Dashboard
To upload the file to the Samsara Dashboard, please follow these instructions:
- Click on More Actions then select Upload a file.
- Choose the CSV file from your computer, or drag and drop the CSV file into the window.
- Click Preview to review the drivers that will be added and/or edited.
- Click Confirm to confirm the changes.
Preparing Data for CSV Upload
Here are some important things to keep in mind when creating your file:
- The file must be properly formatted CSV file
- The first row of the CSV file is the header row, and you must include it in the file
- The CSV file must contain no more than 500 rows of data (including one row for the header)
You can use the table below to understand what type of data can be edited with the bulk uploader.
|
Column |
Description |
Example |
Rules |
|
ID (not editable) |
The unique identifier for your driver |
1 |
|
|
Username (required) |
The driver’s username |
username |
|
|
Password (required) |
The driver’s password |
pass |
|
|
Name (required) |
The driver’s name |
First Last |
|
|
Phone |
The driver’s phone number |
1002003000 |
|
|
Notes |
Any notes for that driver |
Driver notes |
|
|
License Number (required) |
The driver’s license number |
1241213 |
|
|
License State (required) |
The driver’s license state |
AK |
|
|
ELD Exempt |
Setting that removes ELD functionality for the driver |
TRUE |
|
|
ELD Exempt Reason |
The reason the driver is ELD exempt |
Reason |
|
|
16-hour Short-Haul Exemption |
Ability for driver to claim the Short-haul 16 hour short-haul exception |
TRUE |
|
|
Adverse Driving Exemption |
Ability for driver to claim the Adverse Driving Exemption |
TRUE |
|
|
Defer Off-Duty Exemption |
Ability for driver to claim Deferral of Off-Duty |
TRUE |
|
|
Adverse Driving (Canada) Exemption |
Ability for driver to claim the Adverse Driving Exemption |
TRUE |
|
|
ELD Personal Conveyance (PC) |
Ability for driver to select Personal Conveyance duty status |
TRUE |
|
|
ELD Yard Moves (YM) |
Ability for driver to select Yard Move duty status |
TRUE |
|
|
ELD Utility Exemption |
Ability for driver to claim the Utility Exemption |
TRUE |
|
|
Waiting Time (WT) |
Ability for driver to select Waiting Time duty status |
TRUE |
|
|
ELD Day Start Hour |
Day start hour for the driver’s hours of service logs |
0 or 12 |
|
|
Home Terminal Timezone |
Timezone for the driver’s home terminal |
Honolulu - HST Anchorage - AKST/AKDT Los Angeles - PST/PDT Phoenix - MST Denver - MST/MDT Chicago - CST/CDT New York - EST/EDT Halifax - AST/ADT Azores - AZOT/AZOST Reykjavik - GMT London - GMT/BST Paris - CET/CEST Kaliningrad - EET Helsinki - EET/EEST Turkey - TRT |
|
|
Carrier Name Override |
Carrier name override for the driver if different than group default |
|
|
|
Main Office Address Override |
Main office address override for the driver if different than group default |
|
|
|
Carrier US DOT Number Override |
DOT number override for the driver if different than group default |
|
|
|
Home Terminal Name |
Home terminal name for the driver |
|
|
|
Home Terminal Address |
Home terminal address for the driver |
|
|
|
Peer Group Tag |
The driver’s peer group(s) |
|
|
|
Vehicle Selection Tag |
The tag that limits which vehicles the driver can select in the Driver App |
|
|
|
Trailer Selection Tag |
The tag that limits which trailers the driver can select in the Driver App |
|
|
|
ID Card Code |
The driver’s ID card |
|
|
|
Tachograph Card |
The driver’s tachograph card |
|
|
|
Tags |
The driver’s tag(s) |
|
|
|
US Short Haul Exemption |
Ability for driver to claim the Short-haul Air-mile radius exemption |
|
|
|
Driver ID |
The driver’s Bluetooth Key ID |
|
|
Tips for a Successful Upload
When using Excel (or similar spreadsheet software tools), the default data format often omits leading 0s, which can lead to issues with the upload. For example, a username such as “01551” would be incorrectly uploaded as “1551”. This issue can be resolved by changing the format of the column to “Text” and saving as a .CSV file.
Comments
0 comments
Article is closed for comments.