Geofences are a type of place that can be created in or uploaded to Reveal. A geofence is a location with a defined perimeter. You can monitor activity at those locations, and assign jobs to drivers based on their current location. For more information about geofences and other types of places, see Create places.
This article describes how to upload geofences from the Upload Geofences screen.
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From the Upload Geofences screen, you can upload up to 300 geofences from an Excel spreadsheet. This helps you to migrate data from a third-party product, or from another Reveal account. When uploading a large amount of data, an error will occur if the data cannot be uploaded within 180 seconds after you click the Upload Selected button. If an error happens, you might need to split the data into smaller segments and then upload them separately.
For the upload process to be successful, your geofence data must be saved to a CSV file, such as Excel (or another spreadsheet editor), that is in the correct format. If you need to prepare the upload file, you can download a template that has the required headings from the Upload Geofences page.
To download the template and prepare the file:
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From your Account Profile in the main navigation menu of Reveal, choose Admin > Places > Upload Geofences.
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On the Choose File tab, click Download the template. You can rename the template before you save it.
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Open the template in Excel (or another spreadsheet editor) and add your geofences to it. Complete the following cells for each geofence:
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PlaceName: Enter a name for the geofence. This must be unique.
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Lat/Lng: Latitude and longitude gives a more accurate result than an address. This information is optional, but if you don't include the latitude/longitude then you must use an address instead.
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PlaceID: Enter the PlaceID to identify the geofence in Reveal. This must be unique. This information is optional.
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Address: If you enter an address, the street, city, state and zip code are required. This information is optional, but if you don't include an address then you must use the latitude/longitude instead.
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ContactEmail: If required, enter a contact email address for the geofence. This information is optional.
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GeofenceSize: Enter 0 for extra small, 1 for small, 2 for medium, or 3 for large.
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Category: To add the geofence to a category, enter the name of an existing category. If you want to assign a geofence to a new category, you must create the category in Reveal before you upload the template.
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ShowInReports: To show the geofence in reports, enter True. To exclude the geofence from reports, enter False.
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ShowOnMap: To show the geofence in maps, enter True. To exclude the geofence from maps, enter False.
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ShapeType: To create a circular geofence, enter 2. To create a rectangular geofence, enter 3.
The following screenshot shows an example of how a completed geofence file that's ready to be uploaded can look:
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Save the geofences file.
To upload your geofences file:
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On the Choose File tab, click Browse.
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Select the file to upload, and then click CONTINUE.
Alternatively, to select a previously uploaded template, select a file from the Select a file drop-down list, then click CONTINUE.
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If there are any errors in the uploaded file, the related cells are highlighted in red on the Review Errors tab. To correct an error or add missing information, click inside the red box. Enter the required information, then and then click CONTINUE.
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The Successful Rows tab shows all the geofences that have passed validation and are ready to upload. If you do not want to upload a geofence, clear the check box beside that geofence.
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To add the geofences to groups, select the Assign to the selected groups check box. Open the Groups selected drop-down list and select the groups you want to add the geofences to. Find out more about adding a place to a group.
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To complete the upload, click Upload Selected. On the results tab, a message confirms that the files were uploaded successfully.