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.


  1. In the sidebar menu on the left, click .
     
  2. Click Groups on the flyout menu that appears.
     
    The Admin - Groups screen will appear.
       
  3. Click Import at the top right of the screen.
     
    The Import Groups dialog box will appear.
       
  4. Under the Drag or Click to Upload Your File box, click Download Blank Template or Download Template with Groups.
    Note: Use the Blank Template option if you are importing new groups entirely (and not updating any existing groups). Use Template with Groups if you are editing properties of current groups; you can also add new groups with the same file.
     
    The Template with Groups option will include the groups you are viewing in the grid, so if you have View Subgroups selected, this will mean all the child groups of the group you have chosen in the Group Chooser, plus those in all their subgroups.
    The file groups.xlsx will be downloaded.
     
  5. 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 Standard Time, Central Standard Time, Mountain Standard Time, or Pacific Standard Time. (Substitute "Daylight" for "Standard" during the summer months.) 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-02:00) Mid-Atlantic Standard Time." 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 (or No, if not).
  6. Fill in the required fields, plus any other data you'd like to include, placing each group's properties horizontally across (in a row).
     
    If you chose the Template with Groups option, you can update the data in the rows of existing groups.
    Note: You may need to enable editing first, depending on your settings.
     
    If you downloaded a template with your current groups, place new groups in a new row.
  7. After saving the file, return to iOn and click  in the Import Groups dialog box.
     
  8. Navigate to your updated groups.xlsx file and open it.
     
    The dialog box will report the status of your upload (such as "100% Completed" below).
      
  9. Click Import.
     
    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.
      Note: If you are wondering why the example in the preceding figure states that 2 out of 4 groups were successfully imported, this is because this particular groups.xlsx file contained three existing groups and one new one — four rows of group data — and only one of the prior groups had data changed. Therefore, the other two groups in the file had no changes and didn't need to be imported.
  10. If you are finished importing groups, click Done.
     
    Your new groups will appear in the Admin - Groups list.