RTA Inspect/Xerifleet Integration

The RTA Inspect Integration currently supports the following functions:

• Vehicle link from RTA to RTA Inspect

• Issue sync from RTA Inspect back to RTA, and resolution/assignment statuses from RTA to RTA Inspect

Prerequisites

Before configuring the RTA Inspect Integration, ensure you meet the following prerequisites:

1. You are on the RTA SaaS Subscription which provides access to the APIs that make this integration possible.

2. You have configured the Driver Reports module in RTA and are ready to start receiving and reviewing driver-submitted issues.

Setting up the Integration

1. Log into the RTA Web App

2. Click the “Admin” link in the sidebar

3. Click the “Integrations” option
   

   

4. Click the “RTA Inspect” line
   

   

5. Click the “Add” button on the top-right of the screen
   

   

6. Select whether you’re creating a brand new RTA Inspect account or linking to an existing one

If creating a brand new account:

1. Complete the form

- The “Fleet Size” defaults to your active vehicle count

- The “Billing” information is required for setting up trial accounts

- You will not be charged during your RTA Inspect trial (30 days), or if you are licensed as RTA SaaS, Platinum or above

2. Click the “Save” button

• If linking to an existing account:

1. Generate an “integration key” on the RTA Inspect Web App

a) Open the following link in a new tab/window

https://inspect.rtafleet.com/account/integration-key/

b) Complete the form

- Name: RTA

- Description: Integration with RTA Fleet Management Software

c) Click the “Create Key” button

- Save the generated key information in a secure location

2. Return to the RTA Web App Integrations screen

3. Complete the form

a) Enter a “Name” for your integration

- The name is just an identifier for companies with multiple integrations

- Defaults to your company name

b) Paste the generated integration key into the “Refresh Token” field

4. Click the “Save” button

7. Now that your integration has been created, you can begin syncing your vehicles

Vehicle Link

Linking vehicles is meant to be as painless as possible.

1. Log into the RTA Web App

2. Click the “Admin > Integrations” link in the left sidebar, then select “RTA Inspect”

3. To Link your vehicles, click the “Link” button in the top-right and check the boxes of the vehicles you wish to link to RTA Inspect. Click Save. You can also Unlink vehicles with the same process through the Unlink button.
   

   

   

   

4. After hitting save, the vehicles you have selected will begin to be created in RTA Inspect.

That’s it! If you refresh the page after some time, you should see the list of your linked vehicles.

Common Reasons for Links to Fail

• You have exceeded your license limit in RTA Inspect. In RTA Inspect, you are only allowed a certain number of licensed vehicles, so syncing vehicles over the limit will result in failures. No fret! You can simply “Unlink” a vehicle by checking its box within the “Unlink” button. Once that is done, a license should be freed up, and you can try to link again!

• Duplicate VIN numbers on vehicles that were manually added to RTA Inspect. When linking over, if you have preexisting vehicles in RTA Inspect, RTA tries to match vehicles based on VINs. If RTA Inspect has 2 vehicles with the same VIN, the integration will fail to link because simply, we don’t know which RTA Inspect vehicle that RTA vehicle maps to!

Issue Sync

Issues found from RTA Inspect will be automatically added to the Driver Reports module in the vehicle’s home facility that they were reported on, and update the vehicle odometers accordingly. As status changes are made (for example, the issue is assigned to a work order in RTA), the integration will call back to RTA Inspect and update its status accordingly (such as “In Progress”). That’s it! Nothing else you need to do, except do your work and let RTA and RTA Inspect handle the rest!

Currently, it could take up to 15 minutes for issues to be synced both ways. So, if you expect something to be there, wait for at least 15 minutes, and then reach out to RTA Support (support@rtafleet.com) for troubleshooting.

Fore more information, please see https://docs.rtafleet.com/rta-manual/rta-inspect/