Xerifleet Integration

The Xerifleet Integration currently supports the following functions:

  • Vehicle sync from RTA to Xerifleet

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

Prerequisites

Before configuring the Xerifleet 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” link in the “General” card

  4. Click the “Manage” link in the “Xerifleet” card

  5. Click the “Create/Link” button on the center of the screen

  6. Select whether you’re creating a brand new Xerifleet 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 Xerifleet trial (30 days)

2. Click the “Save” button

  • If linking to an existing account:

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

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

https://www.xerifleet.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 Sync

Syncing vehicles is meant to be as painless as possible.

  1. Log into the RTA Web App

  2. Click the “Vehicles” link in the left sidebar

  3. You should see a list of vehicles. From here, you are able to check boxes, and sync vehicles over to Xerifleet by pressing the “Sync to Xerifleet” button.

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

That’s it! If you refresh the page after some time, you should start to see some vehicle's integration status change from “SYNC_PENDING” to “SYNCED”.

Common Reasons for Syncs to Fail

  • You have exceeded your license limit in Xerifleet. In Xerifleet, 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 “Unsync” a vehicle by checking its box and clicking the “Unsync to Xerifleet” button. Once that is done, a license should be freed up, and you can try to sync again!

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

Issue Sync

Issues found from Xerifleet 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 Xerifleet 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 Xerifleet 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.

Did you know that you can have the component and location split out and digested by RTA by using a special convention? Simply use a pipe “|” character, and the left side will go into the component field in RTA, and the right side will go into the location field!

For example, take “Fender | Passenger Side”. It would end up like this in RTA:

  • Component: Fender

  • Location: Passenger Side