Integrating your Fleetcor 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 Fleetcor fuel cards with Whip Around step by step.
Step 1: Ensure Account Access
Before integrating Fleetcor 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 Fleetcor Fuel Card Details
To integrate your Fleetcor fuel cards with Whip Around, you'll need to gather the following details for each card:
Account Number: The unique identifier associated with each Fleetcor 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 Fleetcor fuel card integration tile.
Step 5: Enter Fleetcor Account Number within the Whip Around integration settings.
Please note: Your Fleetcor account number is usually a 6-7 digit number starting with a 2, or a 5 character alphanumeric code that may contain dashes (e.g. XX123 or X-123).
Step 6: Select "ADD FUEL CARD".
After adding a fuel card, a new tab will open with a Docusign link where you must complete the Fleetcor data waiver form in order to activate the integration
Once the agreement is signed, Fleetcor will process it and provide Whip Around with access to your fuel transactions.
Please note: this can take up to 10 business days for Fleetcor to process this for Whip Around.
Step 7: 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.
Step 8: 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.