Part 1: Activate the Compass Integration in Alvys
Navigate to the Management page, go the Integrations tab then select the subsidiary you wish to integrate with Compass.
Next, expand the Fuel Category and click the edit integration button (gray crayon) from the Compass branded box.
Make sure the correct subsidiaries are selected
Click the blue Save button.
Part 2: Add Fuel Card Numbers to Driver Profiles
Find the Assets option on the blue Alvys toolbar, then select Drivers.
Find and double-click on a driver from the list to edit their profile.
In the first section of the driver profile, find and select the plus sign to the right of "Fuel Card Numbers +".
Next, enter the fuel card number which is associated with this driver.
Select Compass in the Provider drop-down menu. Then, if you'd like to deduct fuel or if fuel is discounted using the checkbox provided.
Click Save to save your changes for this driver.
Repeat steps 1 through 6 for each driver that should be associated with a Compass fuel card.
Part 3: Download the Fuel Transactions Report
Download the Compass Fuel Transactions CSV file, which is available in your Compass fuel card management platform.
To find this report, go to the Dashboard in Compass, From the Transactions section, select Export CSV
On the pop-up window, select the period for the transactions that you need to be uploaded and click Export (don’t worry about overlapping dates. Alvys recognizes duplicates by transaction IDs and will not import the ones that have previously been imported)
Save that file on your local device as it will be used next as described in part 4
Part 4: Upload Fuel Transaction Reports
Note: Please ensure you've associated drivers with the proper fuel card IDs before uploading your fuel transaction reports. The Alvys system will automatically associate the driver's transactions with the fuel card IDs when the transaction reports are uploaded.
Find the Reports option on the blue Alvys toolbar, then select Fuel Report
Find and select the blue Transaction File Upload button.
A pop-up window will appear, where you will then select Compass from the Integration Type drop-down menu.
Click the blue button to add your Compass Report file and upload from your desktop, or drag and drop the file from Part 3 to this pop-up window.
Upload the file you've selected.
Once the file is uploaded, you can review the information from the uploaded file by selecting the Transaction Date range from the Transaction Date field, which will display a list of the fuel transactions that have been previously uploaded.
All done!