ADDs Bi-directional Sync

Important note: The instructions below are only for monitors that need to be integrated in Tank Utility. If a monitor is already configured and integrated, you do not have to do anything to receive the benefits of the bi-directional integration.

Minimum ADDs system requirements:

• ADDS 17 and above
• Smart Connect Version 

 1. You will want to go to the account in ADDs and change the delivery status to “Monitored”

2. From ADDs the Account Number and Tank Number

• Both of these together are the Account ID

3. Open Your Tank Utility Portal

4. Go the individual device that just got installed at that account you are referencing from ADDs

5. Open the Configuration Tab

• Input the Account ID and Tank ID from ADDs 

6. Click on the IMPORT button

7. Confirm that the Customer Information is correct 

8. You will then see the customer, tank and notes fields fill in from ADDs

9. Click on Save

Fields that are not ported over that you will need to manually set are:

• Tank Orientation

  • This is important because incorrect tank orientation can lead to incorrect tank level readings

• Usage Type

  • This will allow for optimal analytics and organization

Go to our Individual Device Setup to find out more information to finalize your individual accounts setup.

Example:

Utilizing Filtering to View Your Devices

[What]

Each member on your team has the ability to customize their view of your monitored tanks. This is important to be able to understand your active, or inactive inventory, dive into specific consumption types for that have an active monitor, or organize these accounts by groups.

[Why]

With better organization you can strategize your deployment, a deeper understanding on which accounts need fills based on usage type, or add in monitored accounts onto a driver’s route.

[How]

Show only active devices 

Allows your team to see which devices that you have available for deployment, which devices are already active in the field, or which devices are turned off.

Consumption Type

Being able to organize your devices by a specific consumption type will allow you to have a high level view on your different types of accounts. Upon deployment, you should denote the accounts various consumption types. [include link to Single Device Setup] Using this view will allow you to strategize fills based on the usage type of your customers.

Groups:

Groups allow you to organize your monitors in different ways, whether it be devices that are on a certain delivery route, or different types of deliveries your customers take.

These get input into Zendesk

Labels: filter, viewing, organization, active, inactive, consumption, groups