Bulk upload permits with a template
Offstreet
Download and Prepare your Spreadsheet
Download the bulk permit template
TIP: On the second tab of the downloaded template. It will show all the accepted values for certain columns of the table
Enter the Permit Information
File Requirements:
Steps:
License Plate: Enter the vehicle’s license plate number in the License Plate column.
State: Enter the abbreviation (or full name) of the vehicle’s registered state in the State column.
Start & Expiry: Enter the start and expiry dates and times for the permits. Ensure the dates are in accepted formats, such as:
2024-10-09 15:30
10-09-23 03:30 PM
2024/10/09 15:30:00
October 9, 2024 15:30
Tenant: If applicable, specify the tenant in the Tenant column, or leave it blank if not needed.
Additional Fields: Fill in any additional fields (e.g., required fields) that may be required by your permit configuration.
Note: Required fields must be completed either in this spreadsheet or during the “Create Multiple Permits” step, or the permits will fail during submission.
Save the Spreadsheet
Save your file as either an Excel sheet (.xlsx) or CSV (.csv).
Use a descriptive name like “Permit Upload [Month]” to help you identify it later.
Upload your Spreadsheet
Log in to the Offstreet Dashboard and navigate to Permits.
Click the chevron icon next to +Create Permit and select Upload from Spreadsheet from the dropdown.
Click Browse, locate your spreadsheet, and upload it.
Match Columns
After uploading the spreadsheet, the system will automatically try to map the columns from your spreadsheet to the required system fields (e.g., Plate, State, Start, Expiry, Tenant). It looks like this:
Review the mappings to ensure they are correct. If necessary, manually adjust the mappings using the drop-down menus next to each field.
Click Next: Create Multiple Permits to proceed.
Create Multiple Permits
On the Create Multiple Permits screen, you can give your upload a name to make it easier to track later (e.g., “Permit Upload September 2024”).
In this step, review the permit details that have been populated from your spreadsheet.
a. Check the values under the Plate, State, Start, Expiry, and Tenant columns.
b. Ensure all the details are correct, including the formatting of the dates and times.
After reviewing and ensuring all data is accurate, click Submit to finalize the creation of the permits.
Handling Errors
When you click Submit and see the message “Skip rows with errors?”, this indicates that some rows contain errors and won’t be processed.
You have two options:
1. Continue Editing:
By selecting this option, you will return to the permit details screen to correct the rows that contain errors. This is useful if you want to fix any formatting issues, incorrect data, or other errors before submitting.
2. Skip Rows with Errors:
If you choose this option, the system will ignore the rows that have errors and proceed to submit the remaining valid rows. The rows with errors will not be uploaded, and only the corrected rows will be processed.
Tip: If you are unsure what caused the error, it’s recommended to choose Continue Editing to review the problematic rows and fix them before finalizing the submission.
Continue Editing
If you choose to Continue Editing after encountering the “Skip rows with errors?” message, you can use the “Show only rows with errors” toggle to quickly identify and focus on the problematic rows.
Here’s how it works:
Toggle On: When activated, this will filter the view to display only the rows that contain errors, allowing you to easily find and correct them.
Toggle Off: This will show all rows again, including both valid and invalid entries.
For example, if you see an error like:
State Error:
No more than 4 State(s) (e.g., abbreviations should be 2-4 characters long).
Must be at least 2 characters.
If entering multiple states, they must be separated by a comma.
How to fix:
Change “New York” and “New Mexico” to their appropriate 2-letter abbreviations:
a. New York → NY
b. New Mexico → NM
Skip Rows With Errors
After continuing the upload with errors, the system may show that only part of the permits were successfully created (e.g., 6/7 created).
To view the permit that failed, click “See 1 failed Permit” to understand why it didn’t upload.
To fix this error:
Click on “See 1 failed Permit”: This will open up details about the failed permit, showing why it didn’t go through.
Review the Error: Understand what caused the permit to fail (e.g., formatting errors, missing fields).
Fix the Error: Correct the issue in the original spreadsheet or in the dashboard directly.
Re-Upload: If necessary, re-upload the corrected permit individually or update the entire batch.