Import fuel statements with template

  • Updated

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

HH:MM

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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