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Setting up & activating Geotab

How to set up and activate the Geotab integration

Updated over 11 months 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 > Administration > Users > Add

3. Enter the following details:

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

  • First name: Whip Around

  • Last name: Service

  • Authentication type: Basic Authentication

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

  • Force password change on: select “No”

  • 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 you will need to select AT&T 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 > System Settings > Add-Ins and set “Allow unsigned Add-Ins” to “On”

2. Go to System > System Settings > Add-Ins > Configuration and paste the following snippet

3. Copy and paste the code snippet below into the popup window and click 'OK'

4. Click the 'Save' button in the top left corner of the screen


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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