On Carrier TMS, the fuel template import feature lets you add transactions from any fuel card provider by using a .CSV file, even if they’re not a partnered provider.
This article will cover:
To download the fuel template:
1. Go to Reporting > Fuel > Fuel Summary
2. Click Import fuel card Statement
3. Under Fuel card provider, select Any other and click Download Report Template. The fuel template will be downloaded to your computer as a .CSV file under the filename fuel-template.
To format the fuel template:
1. Open the fuel template file.
2. Refer to the table below of cell formats for each column while filling out the template.
Important: Please do not change the column header names. Changes to the column headers will prevent the system from matching the correct fields to upload.
Column Name |
Description |
Format |
Example |
Required/Optional |
Transaction Date |
Date of the transaction |
Standard Date Format MM/DD/YYYY |
01/13/2020 |
Required |
Transaction Time |
Time of the transaction |
Time Format in UTC |
14:49 |
Required |
Driver Name |
Name of the driver |
Free form text |
Required |
|
Unit |
Unit Number |
Number Format |
112 |
Required |
Location State/Province |
State of where the transaction occurred |
2-Letter State Abbreviation |
CO |
Required |
Product Code |
Product code for the product purchased |
Required |
||
Quantity |
Quantity amount purchased |
Number Format |
167.83 |
Required |
Amount |
Amount charged for the product |
Number Format - special characters including "$" will not be accepted |
304.95 |
Required |
Invoice |
Invoice number of the transaction |
Free form text |
Required |
To upload the fuel template:
1. Save the file as a .CSV file.
2. Navigate back to the Fuel Summary page and click Import fuel card statement.
3. Under Fuel card provider, select Any other.
4. Under Uploaded files, drag and drop the fuel template file and click Import.
The transactions on the fuel template will uploaded to the Fuel Summary report.
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