Integrate With EFS

Field

Description

Account Id

Enter the account Id from EFS here.

Company

Select which of your companies this accounts advances should come from.

Description

Enter a description for this account.

FTP Active

Check if the FTP is active.

FTP uses SSL

Check the box if this account requires SSL.

Delete after download

Check this box if you want to delete the file from the FTP site after it is downloaded.

URL

Enter the URL to use. By default, EFS will use the ftp.efsllc.com URL.

Port

Enter the Port to use. By default, EFS will use Port 21.

User name

Enter the Username for your FTP connection. By default, Ditat has the same username and password for all EFS accounts and finds customer transactions by the account number.

Password

Enter the Password for your FTP connection. By default, Ditat has the same username and password for all EFS accounts and finds customer transactions by the account number.

Outgoing folder

Enter the outgoing folder to use if it is required.

Web service active

This box will be checked if you are using the 2nd tier EFS integration. This box must be enabled by Ditat. For more information and pricing on the 2nd tier integration please email sales@ditat.com.

Web service URL

Enter the Web Service URL. Currently, the same URL address is used for all customers.

Secure code processing

This feature allows EFS accounts to secure fuel cards with a PIN at the pump. Disabled - This option will not utilize this security feature and allow drivers to use their cards as normal. Enabled With DMD - This option will create a PIN for drivers with a Fuel Card linked. This Pin will be sent to the user linked with the card. If no driver is linked to the card, the card will function without this security feature. Enabled - This option will function similar to the above option, for all cards regardless of if they are linked to a user. This pin can be retrieved from the EFS Fuel Card screen in the prompt section.

Field

Description

Split discounted lines during import

If this box is checked then fuel and discounts will come over as separate lines on the advances so they can be mapped separately.

EFS Advance type

These are the advance types that EFS will send over for your account.

Advance type

Select the Ditat Advance type to link to the EFS Advance.

Import

If this box is checked then Ditat will import the Advance type when importing advances.

Export as expense

If this box is checked then Ditat will export this advance type to your Accounting software.

Deduct from company driver

If this box is checked then Ditat will mark this advance type to be deducted from a Company driver.

Deduct from carrier

If this box is checked then Ditat will mark this advance type to be deducted from a Leased driver.

Deduct from vendor

If this box is checked then Ditat will mark this advance type to be deducted from a Vendor.

Apply Priority

Use this field if an advance should first try to deduct from a Vendor or Carrier if both are listed on the advance.

Field

Description

User

Select the Ditat user that you want to be able to add EFS transactions in Ditat.

EFS Login name

Enter the EFS Username for this user. This will be checked to see what a user can do the permissions will be set from what they can do in the EFS site.

Password

Enter the EFS Password for this user.