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Import Posted Transactions

  1. From Card Fueling module, click Transaction menu. The Transaction search screen will be displayed. 
    The default tab on Transaction screen is the Unposted Transaction tab.Image Removed
    Click Import Posted toolbar button. The Import Posted Transaction screen will be displayed
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    Click Browse button to search for File to be imported.
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    After selecting a valid CSV file, click Import toolbar button. Once importing is done, notification message will be displayed.
    Click OK button, message will be closed and the Import Notes screen will be displayed.
    Import Notes screen will contain all conflicts relating to importing.
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  2. Close Import Notes screen. Verify imported data on the Transaction search screen, Posted Transaction tab.
    Imported Posted Transaction should be added with assigned new Transaction Id.

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  1. From Card Fueling module, click Transaction menu. The Transaction search screen will be displayed. 
    The default tab on Transaction screen is the Unposted Transaction tab.Image Removed
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  2. Click Import toolbar button. The Import Transaction screen will be displayed
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  3. Select Network and Site field will disappear. Click Browse button to search for File to be imported.
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  4. Click Import toolbar button. Once importing is done, notification message will be displayed.
    Click OK button, message will be closed and the Import Notes screen Import Logs screen will be displayed.
    Import Notes screen Logs screen will contain all conflicts relating to importing.
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  5. Close Import Notes Logs screen. Verify imported data on the Transaction search screen, Unposted Transaction tab.
    Imported Unposted Transaction should be added with assigned new Transaction Id.

 

 

 

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