WEX/EFS Setup Guide

Prerequisites

• A WEX/EFS (Electronic Funds Source LLC) fleet card account with access to the Card Management Web Service.

Note: This is a SOAP-based web service, not a self-service REST API - credentials are provisioned directly by WEX/EFS rather than generated from a developer portal.

Setup Guide

Step 1: Obtain a Username and Password from WEX/EFS

1. Contact your WEX/EFS account manager, or Toll-Free Support at 1-888-824-7378, to request access to the Card Management Web Service.
2. WEX/EFS will provision a user (username) and password for the service, along with confirmation of which environment you've been set up in (QA/test or production).
3. Note the endpoint for your environment - WEX/EFS currently recommends the "new" SOAP endpoints over the legacy ones:
   • Test/QA: https://ws.partner.efsllc.com/axis2/services/CardManagementWS/
   • Production: https://ws.efsllc.com/axis2/services/CardManagementWS/
4. Confirm your integration supports TLS 1.2 or higher and doesn't pin to specific certificates - WEX/EFS rotates certificates without prior notice, so clients must rely on standard CAs and keep trusted key stores updated.

WEX/EFS doesn't use standard HTTP authentication or an API key. Instead, the web service exposes a custom login SOAP method: you pass your username and password, and it returns a clientId token that must be included on every subsequent method call. A logout call invalidates the token, after which you'd need to log in again to keep making calls.

Note: An incorrect password returns InvalidLoginException, an unrecognized user returns InvalidAccountException, and too many failed attempts locks the account (AccountLockedException) - repeated login failures during setup can lock you out.

Step 2: Complete Configuration in Matia

1. Enter the Username you received from WEX/EFS.
2. Enter the Password you received from WEX/EFS.
3. Enter the Base URL for your environment (test/QA or production).
4. Enter an Asset Name.
5. (Optional) Enter a Description.
6. (Optional) Assign Tags.
7. Select an Owner.
8. Verify that your WEX/EFS account is successfully connected by clicking on Test Connection.
9. Click Connect.