Universal fuel card import module

The fuel card import module lets you create a consolidated summary of refuelling across the fleet. This way you can monitor fuel costs in a selected period.

Creating an import template

The first step in importing a fuel card statement is to create an import template. The import module is compatible only with files with the XLS and XLSX extensions.

Create the template in the Costs → Documents → Import templates section.

How to fill in the template

Default document settings:

• Template name - Any.
• Number - By default the name of the imported file.
• Type - Select from the drop-down list.
• Contractor - Select from the drop-down list; if you do not have a list of contractors, add it in the Costs → Contractors section.

Source data configuration

• Skip the first [x] rows - Here enter the number of unnecessary rows (containing no values to import, e.g. column headers).

Vehicle

• Column name - Enter the column letter (upper case).

• Mapping - By default the registration number.

Driver

• If the imported file contains no driver data, you can leave this section empty.
• Column name - As in point 3.
• Mapping - Select from the drop-down list.

Cost type

• Column name - As in point 3.
• Mapping - Enter the name of the product item from the file and specify the item name after import.

Quantity, Net amount, Gross amount

• Column name - As in point 3.

Currency

• Default currency - Select from the drop-down list.
• Column name - As in point 3.
• Mapping - Enter the currency name from the file and specify the currency name after import.

Transaction date

• Column name - As in point 3.
• Date format with a leading zero: Y-M-D H:I:S.
• Date format without a leading zero y-m-d h:i:s.

Importing a file using the template

• Go to the Costs → Documents → Import section.
• From the drop-down list select the source, i.e. XLS file.
• Select the template created earlier.
• Specify the location of the file to import.
• Click import.
• Once the file is imported, set the issue date and click save.