Importing a spreadsheet

1. Sheet and header. If your file has more than one sheet, choose the right one. Tipslip guesses which row holds the column headings; change it if it guessed wrong.
2. Map columns. Tipslip matches your column headings to its own fields automatically where it can (it recognises common software's own export headings, including Sage, Xero and QuickBooks). Check the matches and fix any that are wrong.
3. Review. Tipslip shows what it understood, row by row: what will be created, what looks like a customer you already have, what it could not read, and anything in the file twice. Fix any row it flagged, and decide what to do with anything it thinks is a duplicate.
4. Confirm. Before anything is saved, you see the totals: how many will be created, how many existing records will be filled in, and how many are being skipped and why. Nothing is written until you confirm.
5. Done. You see the final counts. If you imported drivers, their PINs are shown here — once, and only here. Write them down or hand them to your drivers straight away; Tipslip does not show them again and never emails them.

When a row matches a customer, vehicle, driver or site you already have, importing it never overwrites a value you already hold. It only fills in fields that were empty. If your spreadsheet has a different phone number for a customer you already have a phone number for, the existing number stays.

A row is skipped if it's missing something Tipslip needs, if it duplicates another row already in the file, or if you choose to skip it during review. The confirm step lists the count and the reason for each.

If an EWC code you're importing is marked hazardous in the List of Wastes, the review screen and the confirm step both show a warning against that row, so you see it before anything is saved.

An import can be undone for 30 days after it's confirmed, from the Import list. Undo:

• Deactivates anything the import created (the same as deactivating it by hand — its job history is kept).
• Puts back whatever a "fill blanks" merge filled in, restoring the value that was there before.
• Leaves alone anything you've edited by hand since the import, even if the import originally created or filled it in.

A created record that's since been used on a job is still deactivated by an undo, the same as if you'd deactivated it yourself; the undo result tells you how many that was.

• 4 MB per file.
• 5,000 rows.
• 100 columns.
• 50 drivers per import.

Look for an Export or Download option in the customer list of your current software and save it as a CSV or Excel file. Accounting software such as Sage, Xero and QuickBooks can export a customer list, and Tipslip recognises those column names.

Need help? Email support@tipslip.co.uk.