If you would like to add several groups to your iOn account at once, you can import all their data in bulk. To do so, follow these steps:


Note: For details on how to add a single group, see Adding a Group. For an explanation of the features of the Admin - Groups screen, go to Navigating the Admin - Groups Screen.


  1. Click  >> Admin >> Groups.
     
    The Admin - Groups screen will appear and display the Manage Groups list.
       
  2. Click Import Groups at the bottom of the screen.
     
    The Import Groups dialog box will appear.
       
  3. Click Download Template.
     
    The file groups.xlsx will be downloaded.
     
  4. Open the file.
      
    The fields that are required have a red background (Parent Group, Name, Overspeed Threshold, and Work Stop Duration).
    Caution: Make sure that you scroll to the right to find all the available data you can provide for your new groups.

    Note: Overspeed Threshold is the number of miles or kilometers per hour over the posted speed limit you want to have reported as speeding; for example, if you input 10 for this, a speed of 65 mph will be considered speeding in a 55 mph speed limit zone.
     
    Work Stop Duration is the time in minutes you want to have considered as a trip stop — in other words, what to consider as the end of a trip; this helps distinguish between short stops such as picking up a cup of coffee and actual work stoppage and feeds the Trip Detail View and Trip Summary View reports.
     
    You can enter US, Metric, or Default for Unit of Measure.
     
    For Time Zone, if you are in the United States, specify one of these values: Eastern Daylight Time, Central Daylight Time, Mountain Daylight Time, or Pacific Daylight Time. Outside of the United States, enter your relation to Greenwich mean time surrounded in parentheses, a space, and then the name of the time zone, such as "(GMT-02) Mid-Atlantic." You can open the Add Group dialog box and click the Time Zone drop-down arrow to see how iOn words your particular area. (See Adding a Group if necessary.)
     
    For Auto Asset Creation and Auto Asset Association, enter Yes if your organization employs OBDII devices and you would like iOn to automatically create an asset within the software when the LMU is installed into the vehicle and to autoassociate the device with an existing asset, respectively.
  5. Fill in the required fields, plus any of the other data you'd like to include, placing each group's properties horizontally across (in a row).
     
  6. After saving the file, return to iOn and click Browse in the Import Groups dialog box.
     
  7. Navigate to your updated groups.xlsx file and open it.
     
    The dialog box will state at the bottom how many groups you will be importing.
      
  8. Click Save.
     
    A message will appear, saying that your groups are being imported. When the import is finished, you'll receive the Groups Imported success message.
      
    You'll have these options:
     
    • Download Results: Downloads an Excel file that lists the groups that were successfully imported, plus all the settings that were applied for them.
       
    • Download Errors: This will appear only if there were problems with adding any group (such as if a required field wasn't filled in for it). This downloads an Excel file that lists the errors that caused any group imports to fail. If this occurs, you can correct the errors in your groups.xlsx file and reupload it.
       
    • New Import: Begins the process of importing additional groups.
       
  9. If you are finished importing groups, click Done.
     
    Your new groups will appear in the Manage Groups list.
    Note: You might need to refresh the page (and click Include Subgroups) to see your new groups.