Integrating your WEX fuel cards with the Whip Around fleet management system can streamline your fuel expense tracking and reporting. By combining the features of both platforms, you can effectively manage your fuel consumption, monitor driver activities, and gain valuable insights into your fleet operations. This article will guide you through the process of integrating WEX fuel cards with Whip Around step by step.
Step 1: Ensure Account Access
Before integrating WEX fuel cards with Whip Around, make sure you have administrative access to both systems. If you don't have access, contact your fleet manager or system administrator to obtain the necessary credentials.
Step 2: Gather WEX Fuel Card Details
To integrate your WEX fuel cards with Whip Around, you'll need to gather the following details for each card:
Account Number: The unique identifier associated with each WEX account.
Step 3: Access the Whip Around Dashboard
Log in to your Whip Around account and navigate to the administrative dashboard. Depending on your user role, you may need to have administrator privileges to access the necessary settings.
Step 4: Configure Fuel Card Integration
In the Whip Around dashboard, locate the "Integrations" option. Find the WEX fuel card integration tile.
Step 5: Enter WEX Account Number within the Whip Around integration settings.
Please note: your account number is usually a 13 or 18 digit numeric code for Wex.
Step 6: Select "ADD ACCOUNT NUMBER".
An email will be sent to Wex customer support team who will send a data-sharing agreement for signing.
Please note: Whip Around does not charge you for this integration however there is a $9.99 per month servicing fee charged by Wex.
Once the agreement is signed, Wex will process it and provide Whip Around with access to your fuel transactions.
Please note: this can take up to 13 business days for Wex to process this for Whip Around.
Please note: WEX cards will automatically map to your Vehicles in Whip Around based on VIN or license plate number (LPN). The system will first check the VIN and if there is no match will then check the LPN. To make sure your cards are properly mapped, please ensure your VIN and/or LPN information is accurate in WEX.
Step 7: Enter WEX FTP details within the Whip Around integration settings.
WEX will provide you with FTP details via email to sync the data.
In the Whip Around dashboard, locate the "Integrations" option. Find the WEX fuel card integration tile.
Please note: You will need both your Username and Password provided by WEX
Step 9: Test Integration
Once the integration is successfully validated, conduct a test by using the integrated fuel card to make a fuel purchase. Whip Around should automatically capture the transaction data associated with the fuel card, including the date, time, location, and fuel amount.
Please note: Transactions can take up to 2 days to appear within Whip Around.
Step 10: Review and Manage Fuel Card Data
With the integration in place, you can now access and manage fuel card data within the Whip Around platform. Utilize the reporting and analytics features to track fuel expenses, monitor driver behavior, and generate insightful reports to optimize your fleet operations.