Fuel - Load EFI

Owned by Bryan Judson
Last updated: Oct 22, 2024 by Kim Dyer
2 min read

Before using EFI for fueling in Fleet360, the module needs to be set up behind the scenes. If this has not yet been done, please reach out to RTA Support at support@rtafleet.com

Follow the EFI steps in this order for optimal success:

  1. Load EFI - load fuel transactions from the fuel vendor

  2. Review exceptions and make corrections where applicable

  3. Process EFI - Data records are updated in the system

The load routine reads the text data file from the fueling system and loads the fuel data into the RTA system. This data is placed "on hold" until it is reviewed and processed.

TIP: When loading fuel data for the first time, RTA highly recommends loading a very small batch of data. Load just a few hours or one days worth of fuel transactions. This makes reviewing the loaded data for accuracy much easier.

 

  1. Select Fuel > Load EFI

Load-EFI-Top.png

 

  1. Select the Fuel Module you wish to load from the drop down

 

Load-EFI-Select-Module.png

 

  1. Select ‘Browse Files’ or drag and drop the file into the box (must be .txt or .csv).

 

 

  1. Wait for the file to upload in the upload queue

 

 

  1. Once completed, select Next

 

NOTE: The last load date is displayed below the module name. This indicates the last time EFI transactions were loaded. Any transactions prior to that date will not be loaded.

Transactions will be rejected if:

  • The transactions have already been loaded

  • The transactions have a zero-fuel quantity (rejected only if the Drop zero quantity checkbox in the load module is marked)

 

Or you may get rejections:

 

 

 

 

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