How do I import fuel card transactions with a template?

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
3. Under Fuel card provider, select Any other and click . 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.

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	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 .
3. Under Fuel card provider, select Any other.
4. Under Uploaded files, drag and drop the fuel template file and click . The transactions on the fuel template will instantly upload into Carrier TMS.