From client excel → scheduled rides in minutes

January 29, 2026

3 min read

From client excel → scheduled rides in minutes

Download a smart template pre-filled with your clients, rates, and vehicle types and then import in a few clicks.

If your bookings come in spreadsheets (from agents, hotels, corporate clients, or partners), you know the pain:

  • Copy-paste
  • Retyping
  • Missed fields
  • And slow processing 

Especially when you’re handling dozens of rides at once.

New in iTransfers: Orders Import from Excel

With iTransfers, you can create rides in bulk by uploading a file. Using a smart Excel template built to prevent common mistakes.

How it works – 3 simple steps!

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  1. Download the template from iTransfers (it’s tailored to your account setup).
  2. Fill it in using dropdowns and guided fields (clients/projects, rates/quotes, vehicle types, POIs, route points like pick-up / drop-off / staging).
  3. Import in iTransfers → Orders → Import → select the file → Save.

Why teams love it

  • Fewer errors: guided fields reduce typos and mismatched values
  • Faster processing: upload a batch instead of creating rides one-by-one
  • Easier client intake: send the template to clients who prefer Excel — then import what they send back
  • Smooth migration: moving from another system? bulk-load upcoming rides without custom integrations

Bonus: Export when you need it

Need to share ride data with finance or BI tools? You can export Orders and rides to Excel for reporting.

  • Book a demo

    1. Book a demo

    Leave your name, email, and phone. We’ll get back within 1 business day and send 7 short questions so we can tailor the demo to your goals.

  • Live demo

    2. Live demo

    A 30-45 min walkthrough of your processes: bookings → dispatch → GPS/ETA → notifications → reporting. We’ll answer all questions.

  • Tailored setup

    3. Tailored setup

    Our implementation expert will configure the service with you and train two team members. Roles/permissions, widget, integrations, and base data for a fast start.

  • 30-day trial

    4. 30-day trial

    Full features and unlimited users. Onboarding checklists and support via email, messengers, and online calls.

  • Free support 3 months

    5. Free support 3 months

    After the trial, choose a plan. A dedicated manager and priority support are included free for the first 3 months.