The Integration Settings screen is where you can Add and Edit the credentials that mygroundforce will utilize to connect with other software services and tools that are relevant to your organization’s workings.
When accessing this page from Organization > Integration Settings, you will see a list of the integrations that you currently have added, from their name, to whether they’re set for a specific entity or an organization as a whole, their status and the Edit button to allow you to change the information within.
There are three
different filters that can be utlized to sort through the registries in this
screen, “Integration Type” displays only one form of Integration, “Items Per
Page” affects how many items are visible in the screen and “Search” lets you
look for a specific item by its name.
In regards to the
Integration Types, these are the options that will usually be available:
● TruckSpy
● Motive
● Omnitracs
● Lytx
● FedEx MyBizAccount
● TireView
● Loves FleetRock
● Loves QuikQ
● Quickbooks Online
If you wish to add a
new Integration to your myGroundforce account then you can click the Add button
and the following screen will be displayed:
First and foremost you
will see a note on the workings of the Integration Settings Registry, it’s
highly recommended you read it in its entirety.
Below there are two
different sections, the first is “Set Connection for:”, where you can choose
whether the particular integration you are about to add will be applied to your
organization as a whole or only to a specific entity within it.
Some integrations cannot be configured for connection at the organization level, only at the entity level (e.g., Loves QuickQ).
The second section in
the form of the “Integration” Dropdown is where you will select what the system
will be connecting to, with the options available being the same as those
displayed in the list above.
Each Type will ask you
for different types of credentials:
1.Truckspy
If you have a TruckSpy
account then click yes and it will ask you to provide your user and password.
If you would also like for mygroundforce to pull mileage info then mark the
checkbox and provide a Client ID and Client Secret.
2.Motive
Click the Refresh
button and you will be redirected to the Motive Oauth authorization process to
complete the addition.
3.Omnitracs
Provide a Company Name
ELD, Username and Password.
4.Lytx
Provide an API Key
5.FedEx
Mark the first
checkbox if you’d like to have mygroundforce import your FedEx Ground
information weekly, if so you will be asked to fill the fields below with your
FedEx Id and Password.
The second checkbox
can be marked if you wish for mygroundforce to update your password
periodically, if so provide your current password and select whether you want
to have it be updated after 30 or 60 days.
6.TireView
Mark the checkbox if
you have a TireView account and the provide its identifier, your User and your
Password.
7.Loves
FleetRock
Provide a User and an
Api Key
8. Loves QuikQ
Provide a Account Code, a User ID and an Password.
9. QuickBooks Online
Click the QuickBooks Online Authorization button and you will be redirected to the QuickBooks Online Oauth authorization process to complete the addition.
After connecting your QuickBooks Online account, MyGroundForce will automatically populate the necessary default configuration fields for the integration to function correctly. These fields, which will become mandatory to complete the setup, are:
Account: A dropdown list with all available accounts from your QuickBooks (for example, "Visa", "Mastercard", "Checking").
Payment Type: A dropdown list with the payment types available in your QuickBooks (for example, "CreditCard").
Category: A dropdown list with the expense categories available in your QuickBooks (for example, "Meals and Entertainment", "Automobile").
This automation simplifies the configuration process, ensuring that data exchange between the systems is accurate and secure from the start.
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