Adding and Importing Fuel Cards Follow

Fuel cards are automatically added to the Fuel Manager Assignment page for assignment after their first transaction is received. If you prefer to pre-load your cards and assignments, you can add new cards to the Fuel Manager with two other methods:

Manually adding a fuel card

• Navigate to the Fuel Manager service module > Tools > Manage Fuel Cards
• 
• In the upper right-hand corner, click "Add Fuel Card"
• 
• Select from your existing Fuel Manager Accounts (see Fuel Manager Administration)
• Enter the fuel card number
• Add an optional name
• Add an optional expiration date
• Select "Assign To" for either an Asset (vehicle) or Operator (driver)
• Select the Asset or Operator to assign the card to from the drop-down menu or by searching by name
• Set an assignment duration of either "Until Removed" or a specific date
• Optionally name the fuel card
• Optionally add an expiration date to the fuel card
• Press Add to finish adding the new card

Importing a fuel card

• Navigate to the Fuel Manager service module > Tools > Import Fuel Cards
• 
• Review instructions by clicking on "Instructions"
• First click "Download Template" 
• Open the CSV template with a program like Excel or Google Docs and add the following details:
  • Fuel Card Number - must be between 4-20 characters and not already present within the account
  • Fuel Card Name - Optional
  • Fuel Account Name - Specify which existing Fuel Manager account the card belongs to.
  • Expiration Date - Optional in yyyy-mm-dd format
  • Notes - Optional
    
    
    
    
  • Save the file without changing the file type
• Navigate back to the Fuel Manager service module > Tools > Import Fuel Cards
• Click "Add Document" to upload your document. 
• Click "Next" in the bottom right-hand corner and continue to follow the instructions to import our fuel cards.