Connecting Stax Bill Customers to GeoTab Customers

To connect a Stax Bill customer to GeoTab you need to enter a unique identifier to both GeoTab and Stax Bill so that they can sync to the correct customer.

1. In Stax Bill, navigate to the Customer dashboard.
2. On the Customer Overview page, in the Customer section, click Manage on the integration line.
3. On the Customer Integration page, click the Geotab tab.
4. On the GeoTab tab, Enter a GeoTab ID. Note: The GeoTab ID needs to be a unique Identifier in GeoTab. As a best practice, use the Stax Bill ID as the GeoTab ID.
5. Click Save.

Next, log in to the GeoTab MyAdmin page to complete the following steps:

1. On the MyAdmin page, navigate to Admin.
2. On the Admin page, click Customer Admin.
3. Locate the customer in GeoTab and click Edit.
4. On the Customer Edit page, enter the unique number from above to the Reseller Customer ID. As a best practice, if you used the Stax Bill ID as the GeoTab ID then enter the Stax Bill ID in the Reseller Customer ID field.
5. Click Ok.

This connects the Stax Bill customer to a GeoTab customer.