🗣️ Roles: Admin, Partner Admin, Office Admin
Overview
The Compass integration lets you import fuel transaction data from Compass Payment Services into Alvys.
This is a manual process. You will download a CSV file from Compass and upload it into Alvys.
Step-by-step instructions
Activate the Compass integration in Alvys
Go to the Management page and open the Integrations tab.
Select the subsidiary you want to integrate with Compass.
Expand the Fuel category.
Open Compass using the gray pencil icon.
Confirm the correct subsidiaries are selected, then click Save.
Add fuel card numbers to driver profiles
In Alvys, go to Assets and select Drivers.
Open a driver profile.
In the first section, click the plus sign next to Fuel Card Numbers.
Enter the fuel card number for the driver.
Select Compass in the provider dropdown.
If needed, set the deduct fuel and discounted fuel options.
Click Save.
Repeat for each driver with a Compass fuel card.
Download fuel transactions from Compass
Log in to the Compass fuel card management platform.
Open the Dashboard.
In Transactions, select Export CSV.
Select the date range and click Export.
Save the CSV to your device.
Upload fuel transaction reports to Alvys
Before uploading, confirm drivers have the correct fuel card numbers on their profiles.
In Alvys, go to Reports and open Fuel Report.
Click Transaction File Upload.
Select Compass as the integration type.
Upload the CSV file you exported from Compass.
After the upload finishes, use the Fuel Report date range filter to review imported transactions.
FAQs
What happens if I upload the same transactions twice?
Alvys detects duplicate transactions by transaction ID and will not import duplicates.
How often should I upload fuel transaction reports?
It depends on your reporting and settlement needs. Many teams upload weekly or monthly.
What if a driver’s fuel transactions are not showing up?
Confirm the driver has the correct Compass fuel card number on their profile. Alvys matches transactions to drivers using that number.