KeepTrucking integration allows to automatically sync trucks, drivers, mileages and other data between CRM and KeepTruckin server. There is a scheduled updater that will run every day at a set time. The end goal for us was to automatically calculate RPM for all service trips. Since the revenue info was already available within the CRM, we just had to get mileages for each trip.
How It Works
Since KeepTruckin has an open API, we can set up the connector to automatically pull data from the server. On our end, we’ve created a separate object in SalesForce to store records from KeepTruckin. Within this object we have truck name, driver, start mileage, end mileage and other reference fields that are necessary for two systems to work.
For us to use the API – we requested an access key from KeepTruckin support. Once done, we are free to set up the connector on our end. To get mileages we need to get all driving events with a type “On Duty”.
Here is a sample of the response from KT:
Once we filter out activity history by the event type, we can then request odometer values and save it in our CRM. The number of ‘On Duty’ events always equal to the number of odometer records. Here is a sample:
The final step was to set a scheduler to pull the data automatically. Besides the scheduler we had to set few validation rules to ensure that we get correct mileage. As an example, when the same vehicle is used for the different routes within one day.
Results & Big Wins
With KeepTruckin integration a client was able to get mileage readings from all service vehicles. That helped to calculate RPM & set dashboards along with other revenue stats. Since the data is now in SalesForce, there are many other reports could be set using mileage data. Such as RPM per truck / driver / region /etc.