In this article, we'll walk you through the steps to create a new template tailored to your preferences and needs. Whether you're uploading transactions for the first time or looking to streamline your current process, this article will help you get set up quickly and accurately.

Step 1: Accessing the Transactions Section: 

• Please begin by logging into your Datatruck account and navigate to Integration.
• From there, please go to Fuel/Toll (depending on which transactions you want to import) and navigate to Transactions.

Step 2: Import your Transactions:

Next, you would need to import your file containing the information regarding all your transactions. You can get this file from your fuel or toll provider's portal.

• From Transactions tab, kindly click on "Import File".

• Please proceed to import your file, you may refer to this article for more help regarding importing an Excel/CSV file: https://support.datatruck.io/hc/en-us/articles/40199243000339-Fuel-and-Toll-Import-from-excel-file
  Refer to this YouTube tutorial for Importing Tolls:
  https://youtu.be/odrLGhu3CHk?feature=shared

Step 3: Saving your Template:

• After you've successfully matched your columns; kindly choose your MC number and your Company name.

• Next, click on "Save Template".
• Give your template a name and please hit "Save".

• Next, hit "Submit" and all your transactions should be uploaded.

And that's it! You've successfully created a new template for uploading your transactions. This will make future uploads faster and more consistent, saving your time and effort.

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.