Integrate with Geotab

Estimated Effort  ~ 30 minutes or less

Learning Objectives

After completing this unit, you will be able to:

 

Getting Started with MyGeotab and the Geotab Drive App

MyGeotab is a web-based fleet management software that is available to all Geotab customers under any feature package: Base, Regulatory, Pro, and ProPlus. MyGeotab allows customers to see all of their vehicle and driver information in one place and use it to make quicker, better-informed decisions for their business.

Geotab Drive is a mobile app which communicates with the Geotab cloud service and gives the driver a view into the data collected from their Geotab Go device. 

ProntoForms is compatible with the following Geotab rate plans: Base, Pro, ProPlus and Regulatory. The ProntoForms Geotab integration allows customers to automatically populate fields in your ProntoForms from data collected by GeoTab.

Prerequisites 

To use the ProntoForms Geotab integration, you will need:

  • An active MyGeotab account
  • The Geotab Drive app installed on mobile devices
  • A Geotab Go device collecting vehicle information 
  • An active ProntoForms account
  • The ProntoForms app installed on mobile devices

 

Step-by-Step

Install the ProntoForms Add-In in the Geotab Portal

Follow the steps below to install the ProntoForms Add-In in your MyGeotab account. 

    1. Log in to MyGeotab and navigate to (1) Administration > (2) System (3) System Settings, and click the (4) Add-Ins tab.
    2. Click the (5) New Add-In button. 

      mceclip0.png
    3. Paste the .json code below into the Add-In Configuration window, replacing the sample code that is already there. Click OK.

      mceclip1.png

    4. In the System Settings page, toggle Allow unsigned Add-Ins to On and click Save at the top of the page. Congratulations! The Add-In is installed and you are ready to go!

      mceclip2.png

 

.json File for the ProntoForms Add-in

{
"name": "ProntoForms For Geotab",
"supportEmail": "cpaterson@prontoforms.com",
"version": "1.0",
"items": [
{
"url": "https://s3.amazonaws.com/prontoforms-for-geotab/drive/index.html",
"path": "DriveAppLink/",
"icon": "https://s3.amazonaws.com/prontoforms-for-geotab/drive/images/icon.png",
"menuName": {
"en": "ProntoForms"
}
},
{
"url": "https://s3.amazonaws.com/prontoforms-for-geotab/portal/index.html",
"path": "AdministrationLink/",
"icon": "https://s3.amazonaws.com/prontoforms-for-geotab/portal/images/icon.png",
"menuName": {
"en": "ProntoForms"
}
}
],
"isSigned": false

 

Configure the ProntoForms Add-In in the Geotab Portal

Follow the steps below to push data from Geotab into your ProntoForm.

    1. Log in to MyGeotab and navigate to (1) Administration > (2) ProntoForms
    2. Navigate to the Integration Tab, and click the Add New Form button. 

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      ProntoForms form name
      - Enter the name of the form you would like to open in the ProntoForms app, exactly as you see it in the Form Settings page in ProntoForms. 

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      Label Name
      - Enter the question label for question to which you would like to send Geotab data.
       
      Object
      - Select the Geotab object from which you would like to pull data. 

      Property
      - Select the Geotab object property from you would like to pull into the answer field. Supported Geotab objects and properties are listed at the end of this article. 

 

Open the ProntoForms Add-In in the Geotab Drive App

  1. Log in to Geotab Drive app. 
  2. Use the hamburger menu to navigate to the ProntoForms add-in.
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  3. Select the form you would like to open in ProntoForms. Data will automatically be pushed from Geotab into the ProntoForms answer fields as configured in the Geotab portal. 

 

Supported Geotab Objects and Properties

 

Property

Description

Driver

Company Name

The name of the company

 

First Name

The first name of the user

 

Full Name

The full name of the user

 

Last Name

The last name of the user

 

Name

The user's email address / login name

Odometer

Data

The recorded value of the odometer

 

Date Time

The date and time of the logged event

Vehicle

 

Hardware Id

The unique hardware identifier for the Device

 

Id

The unique identifier for this entity

 

Name

The name of this entity that uniquely identifies it and is used when displaying this entity

 

VIN

The Serial Number of the device

Trip

After Hours Distance

The distance the vehicle was driven after work hours

 

After Hours End

Whether the trip ends after hours

 

After Hours Start

Whether the trip starts after hours

 

Average Speed

Average speed in km/h. This only includes the average speed while driving

 

Distance

The distance the vehicle was driven during this trip

 

Driver Full Name

The full name of the Driver for the trip

 

Idling Duration

Total end of trip idling (idling is defined as speed is 0 and ignition on). It is calculated from the beginning of this trip to beginning of next trip.

 

Maximum Speed

The maximum speed of the vehicle during this trip

 

Start

The date and time that the trip started

 

Stop

The date and time the trip stopped

 

Work Distance

The distance the vehicle was driven during work hours

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