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Create and update card swipe records from spreadsheet rows

Create and update card swipe records from spreadsheet rows

You get daily fuel card swipe rows in a sheet that are not in CRM, causing billing reconciliation gaps and invoice delays. Reconciled swipe records let billing and dispatch close invoices same day.

Create and update card swipe records from spreadsheet rows

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Overview

When daily swipe rows sit only in a sheet, billing and dispatch work from incomplete data and invoices slip. This flow pushes each swipe into the CRM as an update or new card record so billing reconciles and dispatch sees accurate fuel usage the same day.

Create and update card swipe records from spreadsheet rows