In Truckbase, we allow you to import fuel transactions and track them within the system. This data is included in the analytics and reporting dashboards to track your overall expenses and contributes to the profit and loss report. In the future, these fuel transactions will also be utilized for IFTA (International Fuel Tax Agreement) reports.
Importing Fuel Transactions (Video)
Truckbase currently supports two templates for importing fuel transactions:
Truckbase Standard Template
EFS Transaction Report Template
When to Use Each Template
Truckbase Standard Template: Use this template if you are currently tracking your fuel transactions in a fuel card that is not currently supported.
EFS Transaction Report Template: Use this template if you are using EFS, FleetOne, or WEX fuel card to track fuel transactions.
Steps to Import Fuel Transactions
Navigate to Fuel Page
From the left side navigation menu, click on Fuel
This will take you to the Fuel Transaction History table, displaying all your fuel transaction history
Import Fuel Transactions
Click the Import button at the top right corner
An Import CSV modal will appear
From the CSV format dropdown menu, select either Truckbase or EFS
Using the Truckbase Standard Template
Download the Template:
Select Truckbase from the CSV format dropdown menu
Download the Truckbase CSV template to see the required format
Populate the Template:
Transaction Date
Truck (ensure the name matches exactly with what is in Truckbase)
Driver (ensure the name matches exactly with what is in Truckbase)
State (use state abbreviation only, e.g., CA for California)
Item Description
Price
Quantity
Amount
Type (enter either “FUEL” or “OTHER”, items such as ‘reefer fuel’ should be categorized as “OTHER”)
Using the EFS Transaction Report Template
Preparation:
Ensure driver names and truck numbers in your EFS account match exactly with what is in Truckbase
Download EFS Transaction Report:
Log into your EFS, Fleet One, WEX account
Navigate to the top right of the screen, click Program > Reports/Exports
Select the Transaction Report
Choose the date range and set the “view format type” to CSV
Download the report and import it into Truckbase
Handling Import Errors
If there are errors during import, an error toast notification will appear
An automatic download will provide details of the errors
Open the downloaded file to review and correct the errors in your CSV file
Update your CSV import based on the identified errors and try importing again