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What you’ll do

Prepare and upload nine master data sets in order. Each set unlocks the next.

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Before you start

  • Confirm your company hierarchy first. All master data lives at the parent level.
  • Export source data from your accounting and HR systems (drivers, customers, vendors, materials).
  • Decide which records carry an Ext. ID — Tread’s external identifier used to match rows back to your accounting system. Each Ext. ID must be unique within Tread and is reusable only across integrations.

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Bulk import with CSV

You don’t have to type records in one at a time. Every master data grid in Settings — Users, Drivers, Customers, Vendors, Equipment Types, Equipment, Material Types, Materials, and Sites — has an Import/Export button that loads a whole data set from a CSV file. Import/Export button on a master data grid in Settings
1

Download the template

Download Template gives you a blank CSV with every column and example values. Open Column Reference in the same dialog to see which columns are required and what values each accepts.
2

Fill it from your source export

One row per record, straight from your accounting or HR export. Include the Ext. ID column so each row matches back to your accounting system.
3

Upload and fix any failed rows

Upload CSV (max 5MB) creates new records — or updates existing ones when the row carries the record’s ID. Tread validates every row and reports failures with the reason per row. Download the failed rows, correct them, and re-upload just those.Import/Export dialog with Download Template, Export All Data, and Upload CSV
Export All Data in the same dialog downloads what’s already in Tread (up to 10,000 records) — useful for auditing a finished import against your source.
Historical operational data — past orders, projects, and tickets — imports through Tread’s import API, not CSV upload. Your Tread contact runs these during onboarding. Developer teams can integrate directly; see the API reference.

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Walkthrough

Upload in this order. Skipping ahead breaks references.
1

Users

Add the people who log into Tread. See Users.
2

Drivers

Add the drivers who receive dispatches. See Drivers.
3

Customers

Add who you bill. See Customers.
4

Vendors

Add the third-party haulers you dispatch to. See Vendors.
5

Equipment Types

Set up types before equipment — capacity and unit of measure (UoM) live here. See Equipment Types.
6

Equipment

Add the trucks and trailers. See Equipment.
7

Materials

Pull from accounting. See Materials.
8

Sites

Add job sites and yards with lat/long and geofences. See Sites.
9

Departments, Labels & Service Classes

Optional categorization for reporting and dispatch flow. See Departments, Labels & Service Classes.

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Verify

Settings → each panel shows a populated list. Spot-check three rows per set against your source export, or use Export All Data and diff the file against your source.

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Common mistakes

Uploading equipment before equipment types. Capacity and UoM live on the type. Without types, material tracking and ticket calculations don’t work. Always do types first.