WEX Integration

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CarrierTMS integrates with WEX to manage fleet fuel expenses.

To connect to WEX:

1. Login to EFS
2. Go to Profile > Permissions
3. Enable Data Sharing Preferences
4. Log out and log back into EFS
5. Hover over Select Program in the upper right corner
6. Select Data Sharing Preferences
7. To add A Data Sharing Partner, select Kamion at the bottom of the drop-down list and click Add
 
Important: Fuel transactions won't be imported from WEX unless Data Sharing Preferences are enabled and "Kamion" is listed as a Data Sharing Partner on WEX.
 
8. On Carrier TMS, go to Settings > Integrations > Fuel Card
9. On the WEX integration card, click Install 
10. On the WEX Connect Service Prompt, click Next

11. Enter your WEX User ID and Password.

12. Optional: If you would like the discounted fuel prices to be imported, click the checkbox next to Import discounted price when available

13. Click Connect to install the integration.

After the integration is connected, fuel transactions will be imported to the fuel summary report daily at 7 AM UTC.

 

 

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