Note: Any fuel card provider that can provide a file meeting the specifications below can be used to import fuel purchases
In order for the import to work, the data file provided by the fuel card provider must meet these requirements:
- Fixed length text file. Excel spreadsheets, CSV files, or tab-delimited files will not work.
- All fuel purchses must be set to the same time zone in the file.
- Unit Codes must be identical between Encompass and the data file.
- Dates, costs, and fuel quantities cannot include any punctuation (Ex: Date: 08222018= good, Date: 08/22/2018 = bad, Cost: 12050 = good, Cost: 120.50 = bad).
- Data must include:
- Unit Code
- Fuel Amount (Gallons or Liters)
- Date of Purchase
- State of Purchase
- Unit number MUST be identified on each fuel transaction (only having the driver will not be sufficient).
Once the import file has been obtained from the provider, a schema needs to be added for the fuel to import into Encompass. The schema will be specific to the file setup for your provider. This schema is added in Settings > Vehicles > Fuel Tax Info > FTM Fuel Import.
Click Add New and enter in the required information and other details as appropriate, making sure to click Save when finished.
For initial guidance/instructions on setting up your import, please contact Sales at 855-693-5338.
For general import support, contact Product Support at 1-800-327-1342 or firstname.lastname@example.org.