Before you start
You need fleet.fuel.manage. Add the card company as a partner of kind vendor first. See Partners and costs.
Steps
- Open Fuel, then Card import.
- Choose the Card vendor. If none exists the page says "No vendors yet".
- Choose the CSV file.
- Map the columns:
- Required: Date and time, Vehicle (matched by registration, then VIN, then asset code), Quantity, Card number (only the last four digits are kept), and either Price per unit or Total.
- Optional: Unit, Fuel type, Odometer, and Station.
- Set the Date format and Unit when the file has none.
- Click Save mapping to keep it for the vendor's next file.
- Click Check the file. This is a dry run and adds nothing.
- Read the result: "N entries to add, N duplicates, N rows with errors, N flagged for a check." Each row shows Will be added, Already there, or Cannot import.
- Click Import N entries.
Result
The page says "N entries flagged for a check; see the Checks tab." or "No entry needs a check."
Rules and limits
Nothing is added until every row can be read. Duplicate rows are ignored.
If something goes wrong
| Message | Action |
|---|---|
| Choose the column for FIELD. | Map the required field. |
| Choose the price per unit or the total column. | Map one of them. |
| Choose the date format. | Pick the format. |
| Fix the rows with errors, or the mapping, and check the file again. | Correct the file or mapping and check again. |
| Nothing was added: some rows have errors. | Fix and check again. |
| Could not read the file. | Check the file is a CSV. |
| Could not save the mapping. | Try again. |