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How do I go about creating transaction imports in FleetCheck? 

Transaction Import Setup

 Transaction Imports allow you to upload financial transaction data into FleetCheck in bulk, providing visibility of vehicle-related expenditure and operational costs. 

  •  Ensure the relevant vehicles already exist in FleetCheck. 

  •  Ensure the relevant Suppliers already exist in FleetCheck. 

When you log into the software, you will need to go into More and then Data Management -

Navigate to Transactions.

You then need to go to create New Template -

and fill out the Import Template details - once completed select Continue -

It's then a case of configuring the Import against your transaction data spreadsheet -

Once the Mandatory fields have been completed select Continue - then complete the Import Processing Rules -

Once Saved, you will now be able to send your Transaction Imports directly into the software using your unique email address on the software. This is located within More, Data Management and Emails -

If your import does not complete successfully:

  • Verify all mandatory fields are completed.
  • Check for duplicate or invalid transaction references.
  • Confirm date formats are consistent throughout the file.
  • Remove any unnecessary columns or blank rows.

 If you experience any issues with  transaction imports, please contact the FleetCheck Support Team and provide a copy of the file you are attempting to upload, along with details of any error messages displayed.