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Setting Up & Activating Geotab

How to set up and activate the Geotab integration

Updated over a week ago

Step 1: Setup a new account in Geotab

1. Login to the Geotab Dashboard and manually create a new user for the integration.

2. Go to > People > Users & Drivers > Click on the "+" button on the top right hand corner

3. Enter the following details:

  • Username (Email): “whiparound-service@[your company email domain]”

  • First name: Whip Around

  • Last name: Service

  • Authentication type: Basic Authentication

  • Force password change on next login: select “No”

  • Password: [type a new password] Remember this password

  • Security clearance: Administrator

Step 2: Activate integration in Whip Around

1. Login to the Whip Around Dashboard

2. Go to Settings > Integrations and click the Activate button in the Geotab integration box.

3. Use the credentials created during the previous step:

  • Username: whiparound-service@[your company email domain]

  • Password: [the new password you typed in Geotab]

Note: if your Geotab system is managed by AT&T Fleet Management, or Government, you will need to select the respective option in the Service Provider drop-down in order to direct to the correct host server. However, the vast majority of our integration customers will use the Default option.

Step 3: Install Geotab Add-Ins

On the Geotab Dashboard

1. Go to System on the left hand menu > Select Settings > Click on Add-Ins tab and set “Allow unverified Add-Ins” to “Yes”

2. On the same view, Click on "+ Add-In"

3. Copy and paste the code snippet below into the popup window under "Configuration", and click "Done"

4. Click the Floppy disk button in the top right hand corner of the screen to save

Code snippet to copy and paste

{
"name": "Whip Around Add-In",
"supportEmail": "[email protected]",
"version": "1.0",
"items": [
{
"path": "ActivityLink",
"icon": "https://api.whip-around.com/geotab/wa-logo.jpg",
"url": "https://api.whip-around.com/geotab/embed-website/index.html",
"menuName": {
"en": "Whip Around"
}
},
{
"page": "device",
"click": "https://api.whip-around.com/geotab/vehicle-button/script.js",
"buttonName": {
"en": "Whip Around Vehicle"
},
"icon": "https://api.whip-around.com/geotab/wa-logo.jpg"
},
{
"page": "map",
"noView": true,
"mapScript": {
"src": "https://api.whip-around.com/geotab/map-tooltip/addin.js"
}
},
{
"version": "1.0",
"icon": "https://api.whip-around.com/geotab/wa-logo.jpg",
"url": "https://api.whip-around.com/geotab/mobile-addin/index.html",
"path": "DriveAppLink/",
"menuName": {
"en": "Whip Around"
}
}
]
}

The integration is now activated. Check out these following how-to guides to get the most out of the integration.

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