Will the import create customers or vehicles it does not find?

No. Rows with an unmatched customer, vehicle or driver go to needs review. Import or add those masters first, then import the bookings again.

Can I undo an import?

There is no single undo. Delete the bookings from the list, or import a small test first so there is little to undo.

Docs · Bookings · How-to

Import bookings from Excel

You will have a spreadsheet of trips turned into bookings with LR numbers, customers, vehicles, drivers, dates and amounts, reviewed row by row before anything is saved.

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Bookings is one of the ten AI › AI Data Import types, and the one most companies use first, either to bring in history from an old register or to load a month of trips a customer sends as a sheet. The import reads your columns, maps them to booking fields and shows each row as ready, needs review or invalid. Nothing is created until you confirm.

Because a booking names a customer, a vehicle and a driver, those records must exist first, or the rows will wait in needs review.

Before You Start

Customers, vehicles and drivers in the sheet exist in NShine ERP with the same spelling or registration number.
A Financial Year that covers the booking dates is set up.
One row per booking, with a header row. Useful columns: LR number (if keeping old numbers), paying customer, consigner, consignee, pickup and dropoff dates, vehicle number, driver, pickup and dropoff addresses, material, containers, freight and adjustments.

Steps

Open Bookings and click AI Data Import, or open AI › AI Data Import and choose Bookings.
Upload the .xlsx or .xls file.
Check the mapping of each column to a booking field. Match customer, vehicle and driver columns carefully; a wrong mapping here puts every row in needs review.
Read the row states. Ready rows will save. Needs review rows have a customer, vehicle or driver that did not match, or a date outside the financial year. Invalid rows lack a required field such as the paying customer.
Fix needs-review rows. Add the missing master record in the app, or correct the spelling in the sheet, then upload again.
Click Confirm. Bookings are created with Status Pending Invoice and the Booking Status from the sheet or the default.
Open Bookings, filter to the imported dates and spot-check a few against the sheet. Open one and check Add Amounts carried the freight.

Sheet columns and the booking fields they map to

Sheet column	Booking field	Notes
LR number	LR NO.	Keep old numbers when carrying history; new imports can take the next number from the series
Customer	Paying Customer	Must match a customer record
Consigner, Consignee	Consigner, Consignee	Customer records
Pickup date, Dropoff date	PickUp Date, Dropoff Date	Within a financial year
Vehicle	Vehicle	Matched by registration number
Driver	Driver	Matched by name
From, To	PickUp Add., DropOff Add.	Free text
Material, Containers	Material, Container Nos	Free text
Freight, charges	Customer Billing freight and Adjustment lines	Adjustment names should exist in Settings › Adjustments
Goods invoice no, value	Goods Info	Optional

What This Changes

Imported bookings appear in the Bookings list, on the Booking Schedule and in the dashboard counts for their financial year.
Each one is Pending Invoice until a customer invoice lists it; if the trips were already billed in your old system, enter customer opening balances instead of invoicing them again.
Vehicle and driver statements and the Vehicle Profit/Loss report include the imported trips.

Tips

Import ten rows first to test the mapping, then the full sheet.
Put the old LR number in the LR column if customers quote it; the Lorry Receipt series continues from its Start Index for new bookings.
A customer who sends trips as a sheet each month can be imported the same way every month.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.