Geotab Integration

Fleetio integrates with Geotab GPS devices. This article explains how to set up the integration and map your Geotab devices to Fleetio vehicles.

Fleetistics users with Geotab devices can also follow these instructions!

Geotab is a native integration and includes the following features:

Integration Feature Included
Primary Meter
Secondary Meter (PTO)
Faults / Diagnostic Trouble Codes (DTC)
DVIR Defects
Live Vehicle
Navigation to/from Fleetio
Fuel Exception

TIP: Learn more in the Geotab Integration Web Page and Blog Post.

Set Up

1. Navigate to Vehicles > Manage GPS Devices from the left sidebar menu. Click the Add GPS Integration button, then select Geotab.

2. Complete the form to Add GPS Integration: Geotab

a) Enter the Geotab Username and Geotab Password:

TIP: Create a separate user in Geotab for the API user credentials rather than using an existing user’s credentials. That way, if you ever remove or change the password for the existing user it won’t affect the integration.

b) Enter the name of the Geotab Database and the login URL.

NOTE: DO NOT include the "/", only the name of the Database. Find it at the end of the URL, or next to the Support menu in the top right corner of the Geotab user interface. 

c) Select the integration features to be included, then click Save:

3. Click the Manage Devices button to get started mapping Geotab devices to Fleetio vehicles:

NOTE: It may take a few minutes to load your GPS devices after adding your Geotab login credentials.

4. For each Geotab device row, select the corresponding Fleetio vehicle from the drop-down list in the Assigned Fleetio Vehicle column.

5. Once the device is mapped to the appropriate Fleetio Vehicle, set Meter Syncing via the More Actions menu.

Primary and Secondary Meter Syncing

Geotab devices can communicate odometer and engine hours via the OBDII port, and also offer the ability to connect to any third-party sensor or PTO in a vehicle via an IOX-AUX cable. 

Primary Meter Syncing is enabled by default, and you may optionally sync either Engine Hours or AUX1 input to the Secondary Meter field in Fleetio.

TIP: Fleetio Vehicles may be configured with Primary and Secondary meters, with corresponding meter units (miles, kilometers, hours). Ensure that your Fleetio Vehicle has the appropriate meters enabled via its Profile page. Learn more in the Vehicle Meter Tracking article.

Manage Alerts

After the initial setup, you may modify the settings for the integration.

1. From your Manage GPS Devices page, click the More Actions menu.  Edit, Delete, or easily Turn on/off Fuel Exception Alerts, DTC Alerts or DVIR Defects.

2. From the Edit screen, you may enable or disable the option to Include Non Warning Light Faults. Checking this box will include ALL fault alerts, whether or not they trigger the vehicle's warning light (excluding any proprietary OEM alerts).

Manage Fault Rules for DTC Alerts

Go to Issues > Faults via the left sidebar menu to access the Faults listing, where you can view and manage reported DTC Alerts.

The More Actions button at the end of each row offers options including Create Issue or Ignore, and you can also establish Fault Rules to ignore or trigger priority handling based on the Fault Code.

TIP: Learn more about Fault Rules in the Faults Overview article

Manage DVIR Defects

If enabled as shown above, DVIR Defects from Geotab will automatically create Issues in Fleetio.

DVIR Defects in Geotab are found under the Engine and Device section in the left sidebar menu, where the Defects button at the top provides Default Defects Lists. Click the Options drop-down to filter results displayed.

An Issue which has been create automatically as the result of the Geotab integration will receive the Geotab DVIR system label as shown here:

Click the Issue to view Detail, and look for the Activity section. Here, a link provides easy access back to the Geotab interface, where you can view DVIR Defect information right at the source.

Addin Button - View in Fleetio

This Geotab Addin puts a View in Fleetio button in the Geotab user interface.

1. In Geotab, navigate to Adminstration > System > System Settings

2. Click the Addins tab

3. Click New Addin and copy/paste the configuration file below

{
	"name": "View in Fleetio Button",
	"isSigned": false,
	"supportEmail": "help@fleetio.com",
	"version": "1.0",
	"items": [
		{
			"page": "device",
			"click": "https://s3.amazonaws.com/geotab/geotab-view-in-fleetio.js",
			"buttonName": {
				"en": "View in Fleetio"
			}
		}
	]
}

4. The View in Fleetio button will display on each mapped vehicle's profile page in Geotab.

NOTE: The first time you click the View in Fleetio button, your browser may prevent the popup from appearing. Be sure to allow popups for the Geotab website, then the button will work.

Change Geotab Vehicle Name

The Vehicle Name column on Fleetio's Geotab Devices page contains device data received directly from Geotab. Follow these steps if you'd like to change the Vehicle Name of your device:

1. Go to  https://my.geotab.com/ and log in to your Geotab account

2. Click the Vehicles button, then click in the row for the unit you wish to edit:

3. Edit the value in the Description field, then click the Save button:

4. Go to your Geotab Devices page in Fleetio and click the Refresh Devices button to view the updates:

TIP: Learn more in the Refresh Integrated GPS Devices article.

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