1. Access the Import Tool:

   • Step 1: Click to the "Integrations" button in the sidebar menu

1. Go to the “Transactions” interface:

   • In the “Integrations” interface tap on the “Transaction” tab.

1. Initiate the Import Process:

   • Step 3: Locate and click on the "Import" button or link. This should open the Excel Import interface.

1. Upload the Excel File:

   • Step 4: In the Excel Import interface, you will find an option to upload a file. Click on the "Upload" button.

• Step 5: Select the Excel file from your computer that contains the toll and fuel transaction data.

1. Review and Map Data:

   • Step 6: After uploading the file, the system will display a preview of the data. Review the data to ensure it is correct.

• Step 7: Map the columns in the Excel file to the corresponding fields in Datatruck. This step ensures that the data is imported accurately.

Toll excel example the following columns should be included

The Fuel excel example: the excel you are importing should have the following columns

1. Specify the “MC number” and “Company”:

   • Step 8: In the “Confirmation” interface click on the “Mc Number” and “Company” drop down fields to choose mc number and company form the list

Extra: You may also save your own template of “What columns we expect” fields that provides you convenience and rapid interaction

• Step 9: Also the user can choose which column (the right side) would be parsed as which (the left side).

1. Confirm and Complete the Import:

   • Step 10: Once you have mapped the data correctly, click on the "Confirm" button to proceed with the import.

• Step 11: The system will process the file and integrate the data into the platform.

1. Verify the Imported Data:

   • Step 12: After the import is complete, navigate to the "Transactions" section to verify that the data has been imported correctly. Check for any discrepancies or errors.

Summary

Datatruck's Excel Import feature offers a streamlined and efficient way to manage toll and fuel transactions. By following these simple steps, users can quickly import large volumes of transaction data, reducing the time and effort required for manual entry and minimizing the risk of errors. This feature enhances the overall efficiency of financial management within the logistics and transportation industry.