CSV Import/Export

Bulk-load your fleet into RentBridge and export your operating data for accounting, analysis, or backup.

Equipment Import

Step 1: Download the Template

Download the CSV template from the Fleet page (or GET /api/v1/equipment/import/template). It contains the exact column headers RentBridge expects — make/model, category, year, serial number, rates, and location.

Step 2: Fill In Your Fleet

Open the template in Excel or Google Sheets:

• One row per unit
• Categories should use the standard values (excavator, skid_steer, boom_lift, scissor_lift, generator, compressor, forklift, loader, dozer, telehandler, crane, dump_truck, other)
• Rates in plain dollars (e.g., 285 for $285/day)
• Dates as YYYY-MM-DD
• Save as CSV (UTF-8)

Step 3: Send It In

During the beta, email your completed CSV to support@rentbridge.ai — we validate and load it into your account, usually same-day, and report anything that needs fixing.

Coming soon: self-service CSV upload with inline validation and preview, plus customer and rental-history imports.

Data Export

Report Exports (CSV)

The reports API exports your operating data as CSV (GET /api/v1/reports/export):

• Rental history — every rental with customer, equipment, dates, and pricing
• Spend — customer spend analytics
• Equipment performance — per-unit utilization and revenue

Use these for accounting reconciliation, BI tools (Tableau, Power BI), or periodic backups.

Per-Customer Reports

For a single customer:

• Rental history: GET /api/v1/customers/{id}/reports/rental-history
• Spend analytics: GET /api/v1/customers/{id}/reports/spend-analytics

API Export

Everything else is available through the REST API as JSON — equipment, rentals, settlements, insurance quotes, maintenance records — if you need full-fidelity data rather than CSV.

Common Use Cases

• Accounting: export rental history monthly → reconcile in QuickBooks/Xero
• Asset analysis: export equipment performance → find underutilized units worth repricing or retiring
• Backup: schedule periodic exports of your key data
• Migration in: the equipment template is the fastest way to move off spreadsheets or another system

Troubleshooting

Import bounced back with errors?

• Match the template's column headers exactly
• Check category values against the standard list
• Serial numbers should be unique within your fleet

Export missing recent data?

• Reports reflect committed data — a rental still in "quote" status won't appear in rental history

See Common Issues for more.