Tags

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Written by Renee R.
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Create a Tag

To segment drivers or vehicles into teams or easily identifiable groups, you can create and assign tags. Tags enable you to zoom in on the performance of individual teams or groups, such as fuel, safety, or route performance.

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From the Samsara Fleet Overview, you can view groups of vehicles and drivers, such as for a specific team, with tags. Filter by the Tag name to view results for that tag only, or select multiple tags to view results for multiple groups. Tags are powerful when used in Samsara Reports: You can use them to view the performance of individual teams, such as fuel, safety, and route performance.

You can create and edit an unlimited number of tags or customize which vehicles and drivers have tag assignments at any time. Vehicles and drivers can also be associated with multiple teams and therefore can be assigned multiple tags:

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To create a tag, input the following information:

  1. Select the Settings icon ( gear icon ) at the bottom of your Fleet menu to view dashboard settings.

  2. In Organization > Tags, select + Create a Tag.

  3. Enter a name to identify your tag.

    The tag name is essentially a group name. For example, you can create a tag to represent a geographic region or a distribution group. Tag names often mirror the names given internally for a group within an organization.

  4. (Optional) To create a group within a parent group, you can create a nested tag. Enable Nest this tag under and select the parent tag from the menu.

    Parent_tag.jpg

    You can use nesting to create sub-categories within your tags. For example, under a parent Distribution group, you could create more specific child tags for subcategories (such as regions) that fall under Distribution. If you assign a colored marker to the parent tag, all nested tags will inherit the parent's tag color.

  5. Select the vehicles, assets, drivers sensors, or trailers that you want to assign to this tag.

  6. (Optional) Assign a map marker color for vehicles or assets.

    With colored markers for assets based on tags, you can visually differentiate between your assets on your Fleet Overview map. To prevent tag conflicts, assign only one colored tag to represent a unique attribute, such as vehicle type or jurisdiction.

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    To view your colored marker tags, from your Samsara dashboard, navigate to your Fleet Overview ( Dashboard_menu_-_overview.png ). At the top of the map select Map Options > Marker Color > Tag.

    Assets with tags that do not have a color or have a tag conflict appear as a black marker on the Fleet Overview map.

  7. Save the tag.

Use Tags to Customize Access

You can use tags to provide user access to team-specific information. For example, if your fleet has multiple divisions, each with their own division manager and dispatcher, you can use tags to segregate access to only the vehicles or drivers relevant for the administrator’s division.

After you create a tag, you can select Add user to tag and specify the administrator’s email and their level of access.

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Additional Tag Use Cases

After you create tags, you can use them throughout the Samsara Dashboard to:

  • Filter the Overview for tagged vehicles and drivers.

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  • Zero-in on Reports for the performance of individual teams, such as fuel, safety, or route performance.

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Add Tags in Bulk

To quickly add tags in bulk, you start with a template in comma-separated values format. When you export the template from the Samsara web interface, Samsara includes all existing tags and their unique Samsara ID. In the CSV file, you can add new tags or modify information about your existing tags:

  1. From the Samsara dashboard, select Settings ( gear icon ) > Organization > Tags.

  2. Select More Actions (...) > Upload CSV.

    Warning

    Do not select Export to CSV for the purpose of bulk updates. The Export to CSV file is not properly formatted for bulk upload and is intended for viewing only.

  3. Select Sample Template to start a new template without any existing data. To download your existing data, select Tags List. Samsara exports all existing data and associated information to the CSV file. You can modify existing assets or append new ones in the provided format. You will return to this screen later in this workflow to upload your appended CSV file.

  4. Open the CSV file in a spreadsheet application of your choice.

  5. If you open the file in Microsoft Excel, the application identifies the ID as a scientific number. As a result, you must first set the format for the ID column as a Number and remove any additional decimal places before saving the file. If you skip this step you will overwrite the unique ID and will need to start over with a new file.

  6. Make any desired changes to your tags and save the file. At a minimum, you must include the ID and tag Name. Use the CSV Format table below to properly format your CSV file prior to upload. Additional considerations when you modify the CSV file:

    • Any changes to existing tags (including blank or empty fields) will overwrite the definitions in Samsara upon import. Be careful in these cases to avoid accidentally overwriting existing stored data.

    • If you include a column and leave a value blank, Samsara assigns the default value for the field (typically null or blank).

  7. Save your file and return to the Assets page in Samsara.

  8. Select More Actions (...) > Upload CSV.

  9. Choose the CSV file from your computer, or drag and drop the CSV file into the window.

  10. Preview to review the contacts.

  11. Confirm to confirm the changes.

CSV Format

The following table describes the CSV fields you can use to define your tags:

Field

Description

Example

ID

Internal ID Number of tag. This field is not editable on import since it represents an internal storage identifier. It should also be blank when creating new tags.

1

Name

Tag Name: This field is required when creating new tags.

Arizona

Nest Tag Under

If you want to create a hierarchy in your tag structure, this is the direct parent tag. Any tags you specify must already exist within the Organization or you will receive an error. Therefore, create any new tags you want to nest under before you import the file.

Southwest

Map Marker Color

The color of assets belonging to this tag on the fleet overview page

Color must be a value from the following list (values are case sensitive):

  • lightRed

  • red

  • darkRed

  • lightBlue

  • blue

  • darkBlue

  • lightPurple

  • darkPurple

  • lightYellow

  • darkYellow

  • orange

  • black

lightRed

Driver Usernames

Usernames of drivers to be added to tag. Multiple values must be comma separated.

johns, adamg

Asset IDs

IDs of Assets that should be added to tag. Multiple values must be comma separated. See Locate Asset ID to find your existing assets IDs.

234455677899693

Address IDs

IDs of addresses to be added to the tag. Multiple values must be comma separated. See Locate Address ID to find your existing Address IDs.

1234567, 7890145

Locate Asset ID

To identify your existing Asset IDs, perform the following workflow:

  1. From the Samsara dashboard, select Overview ( Dashboard_menu_-_overview.png ) > Assets.

  2. At the top of the page, select More Options (...) > Upload CSV.

  3. Select Vehicle List or Unpowered Asset List to download your existing data.

  4. Open the file in your spreadsheet application of choice. Locate the value in the ID column for the Asset ID.

Locate Address ID

To identify your existing Address IDs, perform the following workflow:

  1. From the Samsara Dashboard, select Settings ( gear icon ) > Fleet > Address/Geofences.

  2. At the top of the page, select More Options (...) > Upload CSV.

  3. Select Addresses List to download your existing address data.

  4. Open the file in your spreadsheet application of choice. Locate the value in the ID column for the Address ID.

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