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Fuel Transaction Provider (WEX) Setup Process V2.1
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Learn how to set up the process to systematically import WEX fuel card transactions into your MyGeotab database, including how to set up the Fuel Provider Add-in and Fuel Transaction Import Add-in, and configure the Fuel Mismatch Report and Transaction Mapping.
December 2, 2019
Creation of Document.
March 24, 2022
Updated formatting, grammar and organization
May 13, 2022
Added step to submit a Data Exchange Agreement form.
This document outlines the setup process required to systematically import WEX fuel card transactions into a MyGeotab database.
If a customer has issues with the reporting (i.e.; mismatches, wrong locations reporting, etc.) or needs further training, they can contact Geotab Support.
! IMPORTANT: Clients must work directly with their WEX account manager to have their WEX account added to the daily data feed with Geotab. The database configuration in the Fuel Provider Add-In & Mismatch Fuel Report is required and should be requested through the Geotab support team.
This section outlines the timeline of adding WEX integration to a database.
This step can be completed as soon as a request is submitted. There is no need to wait for WEX to add info to the file.
Clients and resellers are advised to review the database after 4 weeks (30 days) to confirm that transactions are present. They may also contact Support for confirmation.
Go to Engine and Maintenance > Fuel Transaction Provider.
Fuel transactions will be imported once per 24 hour period. Fuel card provider account number should include leading zeros, no spaces or hyphens, minimum 13 digits. Make sure there are no blank spaces before or after the WEX account number.
Latest version of add-in can always be found here: https://github.com/Geotab/addin-fuel-transaction-provider
The Fuel Provider Add-In enables automated fuel transaction importing.
✱ NOTE: Last Imported automatically populates. Data transfer follows a Monday to Friday midnight UTC schedule.
This section outlines the process of adding the fuel report to a Geotab Database. The report can be found here
To add the Fuel Mismatch Report to a database:
Table 1: Report Configuration Variables
Dashboard graphic options
All in Company Group
Additional Report Options
“Select the following Monday at 5:00 am
✱ NOTE: This is not a fraud analysis or detection tool/report. It is designed to help fleet managers confirm if fuel card transactions are associated with the correct vehicle in MyGeotab.
To match a fuel transaction to a device, there must be at least one reference between the fuel card data and the device. The following reference fields are acceptable:
✱ NOTE: If fuel card data cannot be matched to a vehicle, it will not appear as an event on the Fill-Ups page.
Fuel card transactions records that cannot be matched to a vehicle will be displayed at the end of the report with no vehicle reference. The hidden Data worksheet in the report can be unhidden to identify the VINs received from WEX. This value is displayed in column X of the hidden Data worksheet.
Look up activity under Engine and Maintenance > Fuel Usage > Fill-Ups.
A fill-up event occurs every time fuel is added to the vehicle. A red warning icon will be displayed for any fill-up row that does not meet validation criteria. Hovering the cursor over the icon will display the reason why the system flagged the fill-up.
Selecting the event will show the details of that particular fill-up event. A matching fuel transaction will also be shown if available. Mismatches will be highlighted in yellow.
Github Repository: Fuel Transaction Provider: https://github.com/Geotab/addin-fuel-transaction-provider Fuel Transaction Import: https://github.com/Geotab/addin-fuel-transaction-import
The Fuel Transaction Import Add-In Tool is used to manually import files (.xlsx, .xlsm, .csv).