EN filling import - Versionsgeschichte

Oehlstoeter am 23. Januar 2019 um 10:03 Uhr

2019-01-23T10:03:43Z

← Nächstältere Version		Version vom 23. Januar 2019, 10:03 Uhr
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	~~{{Vorlage:InArbeit\|}}~~
	{{Vorlage:TOCright}}		{{Vorlage:TOCright}}
	==Preamble==		==Preamble==
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	* "'''normalize with hyphen'''" (german vehicle plate number structure)		* "'''normalize with hyphen'''" (german vehicle plate number structure)
	~~Die Fahrzeug Kennzeichen aus der Importdatei werden verändert~~, ~~sodass immer die Variante~~ "~~Buchstabenkombination~~-~~Bindestrich~~-~~Buchstabenkombination~~-~~Leerzeichen~~-~~Zahl~~" ~~entsteht~~. ~~Die veränderten Fahrzeug Kennzeichen werden mit denen im~~ Autopoll ~~verglichen und darüber zugeordnet~~.		The vehicle plate numbers of the import file will be converted, so that every vehicle plate number will be in the structure "character/s - hyphen - character/s - blank - number". The so changed vehicle plate numbers will be compared with the ones in Autopoll and when match assigned.

	* "'''normalize without hyphen'''" (german vehicle plate number structure)		* "'''normalize without hyphen'''" (german vehicle plate number structure)
	~~Die Fahrzeug Kennzeichen aus der Importdatei werden verändert~~, ~~sodass immer die Variante~~ "~~Buchstabenkombination~~-~~Leerzeichen~~-~~Buchstabenkombination~~-~~Leerzeichen~~-~~Zahl~~" ~~entsteht~~. ~~Die veränderten Fahrzeug Kennzeichen werden mit denen im~~ Autopoll ~~verglichen und darüber zugeordnet~~.		The vehicle plate numbers of the import file will be converted, so that every vehicle plate number will be in the structure "character/s - blank - character/s - blank - number". The so changed vehicle plate numbers will be compared with the ones in Autopoll and when match assigned.

	* "'''österreichische Variante'''"		* "'''österreichische Variante'''"
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	[[Datei:IMPTD_EN_2_1.PNG\|360px\|top\|left]]		[[Datei:IMPTD_EN_2_1.PNG\|360px\|top\|left]]

	~~Sollte~~ in ~~der Zeile~~ "~~Bezeichnung~~" ~~kein Importformat erkannt werden~~, ~~so handelt es sich nicht um ein uns bekanntes Standard-Importformat~~.		If there is no name indicated in the row "description", then the import is not being recognised and it is an unknown import for Autopoll. Please contact the Autopoll hotline in this cases.
	~~In diesem Fall die~~ Autopoll~~-Hotline kontaktieren~~.
	{{clr}}		{{clr}}

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	[[Datei:IMPTD_EN_3.PNG\|360px\|top\|left]]		[[Datei:IMPTD_EN_3.PNG\|360px\|top\|left]]

	~~In der Regel werden hier keine Einstellungen vorgenommen, sodass das Importprotokoll immer chronologisch aufsteigend sortiert wird~~.		Normally no configurations will be done here so that the import protocoll will be in chronological order.
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	==Import exception/error report==		==Import exception/error report==
	~~Ein Ausnahmeprotokoll wird nur dann erzeugt~~, ~~wenn Datensätze~~ in ~~der Importdatei nicht dem Standard entsprechen oder es unbekannte alphanumerische Artikelnummern bzw~~. ~~Sortencodes~~ in ~~der Importdatei gibt. Unbekannte numerische Artikelnummern bzw. Sortencodes werden erst im Importprotokoll angezeigt~~.		An exception report is only being created, when datasets in the import file aren't in the standard structure of the corresponding import or when there are alphanumeric product codes in the import file. Unknown numeric product numbers or number codes will only be indicated in the import protocoll.

	[[Datei:IMPTD_EN_13.PNG\|720px\|]]		[[Datei:IMPTD_EN_13.PNG\|720px\|]]
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	* ~~Bei unbekannten Artikelnummern das Ausnahmeprotokoll ausdrucken/speichern~~, ~~den Import beenden~~, ~~die Daten~~ '''~~NICHT~~''' ~~übernehmen und gemäß~~ 3.1. ~~die Sortenersetzung für diese Artikel pflegen~~.		* In case of unknown product numbers or product codes, print the exception report, finish the import, '''NOT''' storing the fillings and check and define product replacements like stated in 3.1..

	* ~~Bei allen anderen Fehlern das Ausnahmeprotokoll ausdrucken/speichern~~, ~~den Import beenden~~, ~~die Daten~~ '''~~NICHT~~''' ~~übernehmen und die~~ Autopoll ~~Hotline kontaktieren, damit man diese Fehler analysieren kann~~.		* In any other error case print the exception report, finish the import, '''NOT''' storing the fillings and contact the Autopoll hotline for further analysing actions.
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	* ~~Bei unbekannten Artikelnummern das Ausnahmeprotokoll ausdrucken/speichern~~, ~~den Import beenden~~, ~~die Daten~~ '''~~NICHT~~''' ~~übernehmen und gemäß~~ 3.1. ~~die Sortenersetzung für diese Artikel pflegen~~.		* In case of unknown product numbers or product codes, print the import protocoll, finish the import, '''NOT''' storing the fillings and check and define product replacements like stated in 3.1..


	==Hint==		==Hint==
	~~Unter Umständen müssen die importierten Tankdaten für eine Weiterverarbeitung~~ in Autopoll~~, wie z.B. Fahrzeuganalyse, Export und/oder Faktura, durch die~~ Autopoll ~~Hotline aktiviert werden~~.		By default all filling import origins are deactivated for further processing like exporting, invoicing and analysing. If the imported fillings shall be processed in Autopoll then contact the Autopoll hotline for activating the corresponding origins and processes in the origin.

	[[Kategorie:EN_Light]]		[[Kategorie:EN_Light]]

Oehlstoeter am 23. Januar 2019 um 09:38 Uhr

2019-01-23T09:38:37Z

← Nächstältere Version		Version vom 23. Januar 2019, 09:38 Uhr
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	====Step 1: Uniform structure of the vehicle plate numbers in Autopoll====		====Step 1: Uniform structure of the vehicle plate numbers in Autopoll====
	For a ~~propper~~ assignment of the imported fillings it is absolutely necessary that the structure of the vehicle plate numbers in Autopoll is uniform. E.g.: in Germany "character/s hyphen character/s blank number" (AA-BB 1). This uniform structure is the base to which we can convert the mixed vehicle plate number structures delivered by the fleet card companies.		For a proper assignment of the imported fillings it is absolutely necessary that the structure of the vehicle plate numbers in Autopoll is uniform. E.g.: in Germany "character/s hyphen character/s blank number" (AA-BB 1). This uniform structure is the base to which we can convert the mixed vehicle plate number structures delivered by the fleet card companies.

	====Step 2: vehicle plate number treatment during the import====		====Step 2: vehicle plate number treatment during the import====
	Afterwards a general configuration how to deal with the vehicle plate numbers during the import can be selected. This configuration is valid for '''all''' filling imports. Exceptions to this rule can be configured individually in the corresponding import. (for these special cases contact the Autopoll hotline)		Afterwards a general configuration how to deal with the vehicle plate numbers during the import can be selected. Defaulkt value = "no change". This configuration is valid for '''all''' filling imports. Exceptions to this rule can be configured individually in the corresponding import. (for these special cases contact the Autopoll hotline)
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	The following selections are available:		The following selections are available:
	* "'''no change'''"		* "'''no change'''"
	The vehicle plate numbers of the import file will be compared without any changes/conversions with the vehicle plate numbers in Autopoll and when ~~matched~~ assigned.		The vehicle plate numbers of the import file will be compared without any changes/conversions with the vehicle plate numbers in Autopoll and when match assigned.

	* "'''normalize with hyphen'''" (german vehicle plate number structure)		* "'''normalize with hyphen'''" (german vehicle plate number structure)
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	* "'''österreichische Variante'''"		* "'''österreichische Variante'''"
	Due to the fact that there is no uniform vehicle plate number structure in Austria a complex vehicle plate number conversion for Austria was being implemented which is too complicate to describe it in ~~the~~ documentation.		Due to the fact that there is no uniform vehicle plate number structure in Austria a complex vehicle plate number conversion for Austria was being implemented which is too complicate to describe it in this documentation.

	{{clr}}		{{clr}}

Oehlstoeter am 23. Januar 2019 um 09:34 Uhr

2019-01-23T09:34:16Z

← Nächstältere Version		Version vom 23. Januar 2019, 09:34 Uhr
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	==Preparations==		==Preparations==
	For the clean and error free import of fillings, two things have to be considered and configured.		For the clean and error free import of fillings, two things have to be considered and configured.


	===I. product (code) replacements===		===I. product (code) replacements===

Oehlstoeter am 22. Januar 2019 um 14:57 Uhr

2019-01-22T14:57:55Z

← Nächstältere Version		Version vom 22. Januar 2019, 14:57 Uhr
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	======Step 3: Import selection======		======Step 3: Import selection======
	For the import the checkboxes "Costs" and "Gutschriften" have to be '''deactivated'''. (see selection in 4.2.).		For the import the checkboxes "Costs" and "Gutschriften" have to be '''deactivated'''. (see selection in 4.2.).


	===II. Vehicle plate numbers===		===II. Vehicle plate numbers===
	~~In der Regel werden zu importierende Tankdaten über das Fahrzeug Kennzeichen zugeordnet~~. In ~~wenigen Fällen auch über eine Ausweiskennung~~. ~~Die Flottenkartenbetreiber liefern~~ in ~~ihren Exportdateien die Fahrzeug Kennzeichen~~ in ~~der Form, wie der Kunde die Flottenkarte bestellt hat. Das Fahrzeug Kennzeichen im~~ Autopoll ~~kann von dem Kennzeichen~~ in ~~der Importdatei abweichen~~.		Normally the imported fillings will be assigned by using the vehicle plate or registration number. In some special cases by the card identification numbers/strings. The fleet card companies deliver the import file with the vehicle plate numbers used to registrate the vehicle in the fleet card company system. The vehicle plate number in Autopoll can differ from the vehicle plate number in the import file.

	====Step 1: Uniform structure of the vehicle plate numbers in Autopoll====		====Step 1: Uniform structure of the vehicle plate numbers in Autopoll====
	~~Damit die Zuordnung der zu importierenden Tankdaten funktioniert, müssen die Fahrzeug Kennzeichen im~~ Autopoll ~~einheitlich gepflegt sein~~. Z.B. in ~~Deutschland alle mit~~ "~~Buchstabenkombination-Bindestrich-Buchstabenkombination-Leerzeichen-Zahl~~". (~~z.B.~~ AA-BB 1 ~~etc~~.)		For a propper assignment of the imported fillings it is absolutely necessary that the structure of the vehicle plate numbers in Autopoll is uniform. E.g.: in Germany "character/s hyphen character/s blank number" (AA-BB 1). This uniform structure is the base to which we can convert the mixed vehicle plate number structures delivered by the fleet card companies.

	====Step 2: vehicle plate number treatment during the import====		====Step 2: vehicle plate number treatment during the import====
	~~Danach kann die Fahrzeug Kennzeichen Behandlung während des Importes eingestellt werden~~. ~~Diese gilt dann für~~ '''~~alle~~''' ~~Importe~~.		Afterwards a general configuration how to deal with the vehicle plate numbers during the import can be selected. This configuration is valid for '''all''' filling imports. Exceptions to this rule can be configured individually in the corresponding import. (for these special cases contact the Autopoll hotline)
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	[[Datei:IMPTD_EN_12.PNG\|360px\|top\|left]]		[[Datei:IMPTD_EN_12.PNG\|360px\|top\|left]]

	~~Folgende Einstellmöglichkeiten sind vorhanden~~:		The following selections are available:
	* "'''no change'''"		* "'''no change'''"
	~~Die Fahrzeug Kennzeichen aus der Importdatei werden unverändert mit denen im~~ Autopoll ~~verglichen und darüber zugeordnet~~.		The vehicle plate numbers of the import file will be compared without any changes/conversions with the vehicle plate numbers in Autopoll and when matched assigned.

	* "'''normalize with hyphen'''" (german vehicle plate number structure)		* "'''normalize with hyphen'''" (german vehicle plate number structure)
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	* "'''österreichische Variante'''"		* "'''österreichische Variante'''"
	~~Da es~~ in ~~Österreich keine eindeutige Fahrzeug Kennzeichen Struktur gibt, wurde hier eine komplexe Kennzeichen Veränderung geschaffen, die hier nicht im Detail beschrieben werden kann~~.		Due to the fact that there is no uniform vehicle plate number structure in Austria a complex vehicle plate number conversion for Austria was being implemented which is too complicate to describe it in the documentation.

	{{clr}}		{{clr}}
	'''Hint''': ~~Sollte es bei einem Import notwendig werden, kann eine individuelle Kennzeichen Behandlung auf Anfrage im Import eingebaut werden~~. ~~Aber als Grundlage muss immer die einheitliche Fahrzeug Kennzeichen Struktur im~~ Autopoll ~~gewährleistet sein~~.		'''Hint''': Like stated above if necessary it is possible on enquiry to create and implement an individual vehicle plate number conversion in the corresponding filling import. But the base always has to be an uniform vehicle plate number structure in Autopoll. Because it is not possible to convert chaotic values into chaotic values.


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	==Import==		==Import==
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	===- Menu call up===		===- Menu call up===
	[[Datei:IMPTD_EN_1.PNG\|360px\|top\|left]]		[[Datei:IMPTD_EN_1.PNG\|360px\|top\|left]]
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	The filling import can also be opened by using the icon [[Datei:IMPTD_0.PNG]].		The filling import can also be opened by using the icon [[Datei:IMPTD_0.PNG]].
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	===- Selection===		===- Selection===
	[[Datei:IMPTD_EN_2.PNG\|360px\|top\|left]]		[[Datei:IMPTD_EN_2.PNG\|360px\|top\|left]]
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	selection whether only fuel and gas transactions or all transactions shall be imported. See 3.1.4 special case		selection whether only fuel and gas transactions or all transactions shall be imported. See 3.1.4 special case

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Oehlstoeter: /* b. Import of fillings and bookings only with fuel/gas products */

2019-01-22T14:35:48Z

b. Import of fillings and bookings only with fuel/gas products

← Nächstältere Version		Version vom 22. Januar 2019, 14:35 Uhr
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	Important: the Product Type has to be "miscellaneous" !		Important: the Product Type has to be "miscellaneous" !
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	======Step 2: define product replacement======		======Step 2: define product replacement======
	For all products in the import file which shall '''not''' be imported there have to be product replacements defined in Autopoll like described under 3.1.3.2. But in the data field "neuer Wert" (the Autopoll product number) it has to be input the product number of the earlier before stored "miscellaneous" product. In our example 999. So the recognition and assignment chain will be:		For all products in the import file which shall '''not''' be imported there have to be product replacements defined in Autopoll like described under 3.1.3.2. But in the data field "neuer Wert" (the Autopoll product number) it has to be input the product number of the earlier before stored "miscellaneous" product. In our example 999. So the recognition and assignment chain will be:
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	======Step 3: Import selection======		======Step 3: Import selection======
	For the import the checkboxes "Costs" and "Gutschriften" have to be '''deactivated'''. (see selection in 4.2.).		For the import the checkboxes "Costs" and "Gutschriften" have to be '''deactivated'''. (see selection in 4.2.).


	===II. Vehicle plate numbers===		===II. Vehicle plate numbers===

Oehlstoeter am 22. Januar 2019 um 14:20 Uhr

2019-01-22T14:20:53Z

← Nächstältere Version		Version vom 22. Januar 2019, 14:20 Uhr
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	==Preamble==		==Preamble==
	There always has been the possibility in Autopoll to import fillings of the well-known fleet card companies like ARAL, BP, Euroshell, DKV, UTA etc.. In old Autopoll versions the explicit filling import had to be chosen, like "Import ARAL", "Import BP" etc.. From Autopoll version 3.6 on an automatic import recognition is implemented and activated. That means normally only the selection of the import file will recognise the import the customer wants to use.		There always has been the possibility in Autopoll to import fillings of the well-known fleet card companies like ARAL, BP, Euroshell, DKV, UTA etc.. In old Autopoll versions the explicit filling import had to be chosen, like "Import ARAL", "Import BP" etc.. From Autopoll version 3.6 on an automatic import recognition is implemented and activated. That means normally only the selection of the import file will recognise the import the customer wants to use.


	==Requirements==		==Requirements==
	* For the described filling import in this documentation minimum Autopoll version 3.6 is required		* For the described filling import in this documentation minimum Autopoll version 3.6 is required
	* For the import of fillings Autopoll is minimum needed in the variant '''LIGHT'''		* For the import of fillings Autopoll is minimum needed in the variant '''LIGHT'''


	==Preparations==		==Preparations==
	For the clean and error free import of fillings, two things have to be considered and configured.		For the clean and error free import of fillings, two things have to be considered and configured.


	===I. product (code) replacements===		===I. product (code) replacements===
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	======Step 3: Import selection======		======Step 3: Import selection======
	For the import all checkboxes (incl. "Costs" and "Gutschriften") have to be '''activated'''. (see selection in 4.2.).		For the import all checkboxes (incl. "Costs" and "Gutschriften") have to be '''activated'''. (see selection in 4.2.).


	=====b. Import of fillings and bookings only with fuel/gas products=====		=====b. Import of fillings and bookings only with fuel/gas products=====
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	======Step 3: Import selection======		======Step 3: Import selection======
	For the import the checkboxes "Costs" and "Gutschriften" have to be '''deactivated'''. (see selection in 4.2.).		For the import the checkboxes "Costs" and "Gutschriften" have to be '''deactivated'''. (see selection in 4.2.).


	===II. Vehicle plate numbers===		===II. Vehicle plate numbers===
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	==Import==		==Import==
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	===- Menu call up===		===- Menu call up===
	[[Datei:IMPTD_EN_1.PNG\|360px\|top\|left]]		[[Datei:IMPTD_EN_1.PNG\|360px\|top\|left]]
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	The filling import can also be opened by using the icon [[Datei:IMPTD_0.PNG]].		The filling import can also be opened by using the icon [[Datei:IMPTD_0.PNG]].
	{{clr}}		{{clr}}

	===- Selection===		===- Selection===
	[[Datei:IMPTD_EN_2.PNG\|360px\|top\|left]]		[[Datei:IMPTD_EN_2.PNG\|360px\|top\|left]]

Oehlstoeter: /* - Selection */

2019-01-22T08:02:50Z

- Selection

← Nächstältere Version		Version vom 22. Januar 2019, 08:02 Uhr
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	~~Auswahl der Importdatei über das~~ Windows-Explorer~~-Symbol~~.		selection of the import file by using the Windows Explorer symbol.


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	~~Auswahl ob nur Treibstoff-Transaktionen oder alle Transaktionen importiert werden sollen~~. ~~Siehe~~ 3.1.4 ~~Sonderfall~~		selection whether only fuel and gas transactions or all transactions shall be imported. See 3.1.4 special case

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Oehlstoeter: /* Step 2: define product replacement */

2019-01-22T08:00:13Z

Step 2: define product replacement

← Nächstältere Version		Version vom 22. Januar 2019, 08:00 Uhr
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	======Step 2: define product replacement======		======Step 2: define product replacement======
	For all products in the import file which shall '''not''' be imported there have to be product replacements defined in Autopoll like described under 3.1.3.2. But in the data field "neuer Wert" (the Autopoll product number) it has to be input the product number of the earlier before stored "miscellaneous" product. In our example 999. So the ~~reckognition~~ and assignment chain will be:		For all products in the import file which shall '''not''' be imported there have to be product replacements defined in Autopoll like described under 3.1.3.2. But in the data field "neuer Wert" (the Autopoll product number) it has to be input the product number of the earlier before stored "miscellaneous" product. In our example 999. So the recognition and assignment chain will be:

	We get product code 005K italian road toll which we do not want to import. We replace the 005K by 999. So we would import 999 miscellaneous (product type miscellaneous), but due to the ~~configuration~~ during the import (deactivated checkboxes "~~COsts~~" and "Gutschriften") this booking will not be imported.		e.g.: We get product code 005K (italian road toll) which we do not want to import. We replace the 005K by 999. So we would import 999 miscellaneous (product type miscellaneous), but due to the selection during the import (deactivated checkboxes "Costs" and "Gutschriften") this booking will not be imported.

	======Step 3: Import selection======		======Step 3: Import selection======

Oehlstoeter: /* Step 1: enter product "Sonstiges" */

2019-01-22T07:58:09Z

Step 1: enter product "Sonstiges"

← Nächstältere Version		Version vom 22. Januar 2019, 07:58 Uhr
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	=====b. Import of fillings and bookings only with fuel/gas products=====		=====b. Import of fillings and bookings only with fuel/gas products=====

	======Step 1: enter product "~~Sonstiges~~"======		======Step 1: enter product "miscellaneous"======
	[[Datei:IMPTD_EN_15.PNG\|320px\|thumb\|top\|left]]		[[Datei:IMPTD_EN_15.PNG\|320px\|thumb\|top\|left]]

Oehlstoeter: /* Special case */

2019-01-22T07:11:46Z

Special case

← Nächstältere Version		Version vom 22. Januar 2019, 07:11 Uhr
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	====Special case====		====Special case====
	Normally there are only fillings (with fuel or gas products) in the import file. But some fleet card companies also invoice and therefore export ~~also~~ bookings with miscellaneous items like road toll, fees, items from a shop etc.. In case of such other items it has to be decided how to deal with these items. Importing or not importing other items.		Normally there are only fillings (with fuel or gas products) in the import file. But some fleet card companies also invoice and therefore export bookings with miscellaneous items like road toll, fees, items from a shop etc.. In case of such other items it has to be decided how to deal with these items. Importing or not importing other items.