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Excel Add-in

Excel add-ins extend the functionality of Excel. This add-in for Excel allows you to easily bring in your Fleetio data with custom functions.

Getting Started​

If you haven't already, you'll need to download the latest version of the add-in. Once you have the zip file downloaded, you'll need to extract it. The folder should have one file in it, fleetio-add-in.xlam. You can either keep the file where it is, or move it to C:\Users\<your user>\AppData\Roaming\Microsoft\AddIns; moving the xlam file makes adding the add-in a bit easier, but isn't necessary to use it.

Adding in the Add-in​

  1. From your version of Excel, open File>Options>Add-ins.
  2. On the bottom of the Add-ins window you'll see a drop down that should be defaulted to "Excel Add-ins." If it isn't already set to "Excel Add-ins," change that now.
  3. Press "Go."
    • If you moved the xlam file to C:\Users\<your user>\AppData\Roaming\Microsoft\AddIns, you'll just need to check the "Fleetio Data Connector" option and click "OK".
    • If you didn't move the file, choose "Browse" and navigate to the folder the file is saved in. Once you choose the fleetio-add-in.xlam file, you'll see the option to "Copy 'fleetio-add-in.xlam' to Addins folder for <your user>?" Choose "Yes" and proceed to check the "Fleetio Data Connector" option. Click "OK."

Using the Add-in​

Once the add-in has been added, you'll be able to make use of the Fleetio Data Connector in any of your Excel workbooks! You'll first need to log in using your APIKey and AccountToken, which can be generated here.

After you're logged in, you'll be able to use the following functions, each of which pulls in a table representing your data in Fleetio:

  • =vehicles()
    • A "vehicle" represents any asset or unit of equipment—moving or otherwise—managed in Fleetio.
  • =parts()
    • Parts management is key to running an efficient fleet. Fleetio makes it easy to keep track of Parts data, including Part Manufacturer, Vendor, and Location.
  • =expense_entries()
    • An Expense Entry is a record of a cost associated with a Vehicle.
  • =submitted_inspection_forms()
    • Submitted Inspection Forms are Inspection Forms that have been completed and submitted.
  • =issues()
    • Issues in Fleetio allows users to log and track unexpected, unplanned, or "one-time" problems and repairs.
  • =service_entries()
    • Service Entries are a simple way to log completed Service Tasks and Issues-the routine Preventative Maintenance and one-time repairs that are performed on Vehicles in Fleetio.
  • =contacts()
    • A Contact is a person employed by your organization or a person with whom your organization does business.
  • =fuel_entries()
    • Fuel Entries represent a fuel transaction in Fleetio and are an important feature to maximize your data. They contain all of the relevant information for the fuel-up, such as vendor and odometer information.
  • =purchase_orders()
    • Purchase Orders in Fleetio are designed to help standardize Parts procurement through a purchasing workflow.