In Carrier TMS, you can import all your Fuel Card Statements into the system with just a few steps. The import feature allows you to add transactions from any existing Fuel Card provider into the system through a .CSV file, even if it’s not a partner provider.

You will need to fill out a template file with your statements information and import the data to Carrier TMS via .CSV upload.

This article will cover: 

• Downloading the Fuel Card Statement import template file 
• Formatting cells
• Uploading the import file to Carrier TMS

To download the fuel template: 

1. On your left dashboard, go to Reports > Fuel > Fuel Summary
2. On the Fuel Summary page, click Import fuel card statement
3. Under Fuel card provider, select Any other and click Download Report Template. The fuel card 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 the drivers’ data.

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 instantly upload into Carrier TMS.