Please Note: To begin setting up your integration with EFS, please make sure you have your subsidiaries setup first. Then, follow the instructions below to integrate EFS with Alvys.
Part 1: Add Alvys as a Partner on EFS
1
First you will need to add Alvys as a partner on EFS. To do this, please download and review the instructions in the PDF attached to this article.
2
After Alvys Inc has been added as a Data Share Partner on EFS in step 1, please request credentials from EFS by sending their support team an email, as shown below. In the body of the email, please update your Customer Name and your Carrier ID before sending. If you know your Contract ID and Master Contract ID, please fill those fields in as well (they are not mandatory): Send email to: EFSWEX-customersoftwaresupport@wexinc.com Body of email (please copy and paste the below):
Esteemed Customer Support, Please assist us with the following information required to integrate check issuing / voiding / checking status for our TMS integration: Customer name: (your company name as registered with EFS) Username: (will be created by EFS) Password: (will be created by EFS) Carrier ID: (you can see this on your eManager portal) Contract ID: (you can ask EFS for it if you don't know it) Master contract ID: (you can ask EFS for it if you don't know it)
Part 2: Add EFS Credentials in Alvys
1
Navigate to the Management page, then find and select the blue Integrate button.
2
In the pop-up window that appears, click the Integration Type drop-down menu.
3
Scroll down in the list of integrations to find EFS, then select it.
4
Fill in the username, password, contract ID, master contract ID, and carrier ID information as provided by EFS support. Then, select which subsidiaries should be able to use EFS.
5
Click the blue Save button.
Part 3: Add Fuel Card Numbers to Driver Profiles (if applicable)
1
Navigate to Assets page, then select the Drivers tab.
2
Double click any driver from the list to edit their profile.
3
When viewing the driver’s profile, find the Fuel Card Numbers field next their name, and click the plus sign.
4
In the pop-up window, add the fuel card number, fuel card provider (EFS), and then select the applicable checkboxes if you want to deduct fuel or if fuel is discounted.
5
Click the blue Save button.
