Table of Contents
Fleetio integrates with Uptake using an API and uses the following Fleetio API endpoints:
| Endpoint | Update Frequency |
|---|---|
| GET/POST/PATCH - Updating Fleetio from Uptake | |
| Issues | Hourly |
| Work Orders | Hourly |
| Only GET - Updating Uptake from Fleetio | |
| Vehicles | Hourly |
| Issue Priorities | Hourly |
| Work Order Statuses | Hourly |
What You Need to Know
Uptake will pull and push data on an hourly basis to sync Issue and Work Order updates, as well as retrieve updated data on Vehicles, Issue Priorities, and Work Order Statuses.
Adding the Integration
- Create two Custom Fields in Fleetio
- uptake_insight_id under the Issues object
- uptake_case_id under the Work Orders object
TIP: See Custom Fields Overview if you need help creating Custom Fields.
- Make sure all Vehicles in your Fleetio account have an associated VIN
IMPORTANT: The VIN is used to link vehicles in Fleetio to your vehicles in Uptake, so it's important to make sure both systems match.
- Follow the API Keys guide to generate a Token in Fleetio.
- Send the Token to your Uptake account representative for assistance in completing the integration setup.
