Integrate with Geotab

Estimated Effort  ~ 30 minutes or less

Learning Objectives

After completing this unit, you will be able to:

• Install the ProntoForms add-in in your MyGeotab Portal
• Configure the ProntoForms add-in for Geotab Drive to push data from Geotab into your forms
• Open the ProntoForms Add-In in the Geotab Drive App

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

.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 for Geotab Drive to push data from Geotab into your forms

Note:  This step configures the Geotab Drive plug-in to send data to the ProntoForms app through the "open" command of the app-to-app communication interface.  For more details on this capability in ProntoForms, please see App-to-App Communication.

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. 
   
   
   
   ProntoForms form name - Enter the name of the form you would like to open in the ProntoForms app, as you see it in the Form Settings page in ProntoForms.  The value entered for "ProntoForms form name" will be used to locate and open a form in the ProntoForms app at run-time.  Partial matches will work, but may will force the user to choose from a forms list if more than one form name matches this value.
   
   
   
   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.
   
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

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