Question 1

Everything you need to know about Importing and Bulk Editing Locations in Contele Team Field Manager

Accepted Answer

_ Importing places, how to import places, how to edit places in bulk, how to use my spreadsheet to import. _

How to import Locations into Contele Team Manager using your spreadsheet exported from your system.

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Bulk Locations updates using Contele import - part 1

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Bulk Locations updates using Contele import part 2

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||| **️ The ** import time ** may vary according to the number of Locations. At peak times the system can take a few hours. In extreme cases, up to 24 hours.

** Rules you need to know: **

By importing ** coordinates ** and ** addresses **, the system ** updates all ** system data following what is in the spreadsheet.
Importing ** only coordinates **, without address fields, the system keeps the address fields registered in the system and updates the coordinates following what is in the spreadsheet.
If you delete an import, even if it is an update, it will delete the locations imported from the system.

** Import steps: ** The system performs the import in ** two steps **. Register and then Geolocation which is performed one by one by Google Maps Enterprise standards. *Possible problems:*

[Import does not work because it has ';' and not with ','](http://ajuda.contelege.com.br/metodologia-e-treinamentos/como-corrigir-erro-da-importacao-com-ponto-e-virgula-ao-inves-de- comma)

[Learn more](http://ajuda.contelege.com.br/perguntas-e-resposta-faq/tutorial-como

Question 2

[EN] How to find Contele Team Field Manager on Zapier, generate Token and connect account

Accepted Answer

To find the Contele Team field Manager in tha Zapier system, generate a token and connect account:

Q: [EN] My Team

On the Team Map , you can view all users on your team. Click hete to staring a fast tour in the front My Team: Start Tour On this screen you can see each user's current location and last position with time. You can also search: Registered places; Visits performed, heat map, planned route and location history from previous days; Schedule Visits, access Visits and Monitoring Report ; See all visits scheduled for TODAY on the map, along with the location of each user; Filter users by status; Use Streetview, Satellite, and Traffic from Google Maps. User Status: Green: Last location within 30 minutes. Yellow: Last location of 30 minutes to 2 hours. Red: Last location more than 2 hours ago. Gray: User outside the tracking time, with the last location provided within the allowed time. Did this content solve your question or help you? Vote below and, if you did not find what you were looking for, send a message in the chat beside.

Access the link or search for Contele Team Field Manager and click at “Start using Contele Team Field Manager Now!”
Scroll down a bit and click at the orange button “Accept Invite & Build a Zap”.
You’ll be redirect to the home screen from your Zapier account.
Click at the orange button “Make a Zap”
Search for Contele Team Field Manager. Update the screen with Ctrl + Shift + R. If it does not appear in the first search.
Generate the Token in Contele Team Field Manager. After select the Contele Team Field Manager app, you should put the token from our system to connect to your account. In this Zapier screen, you’ll find a link that will open a screen from Contele Team Field Manager to you generate and copy the token. If you like, click here to be redirected.

To find the token in the system, go to Settings > Your Company, and go to Integration Zapier.

Put the token from Contele Team Field Manager in the Zapier. Just copy and put the token that you already generate.Right! Now, is just create your Zapier using the Contele Team Field Manager!

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Question 3

[EN] My Team

Accepted Answer

On the Team Map, you can view all users on your team.

Click hete to staring a fast tour in the front My Team: Start Tour

On this screen you can see each user's current location and last position with time. You can also search:

Registered places;
Visits performed, heat map, planned route and location history from previous days;
Schedule Visits, access Visits and Monitoring Report;
See all visits scheduled for TODAY on the map, along with the location of each user;
Filter users by status;
Use Streetview, Satellite, and Traffic from Google Maps.

User Status:

Green: Last location within 30 minutes.
Yellow: Last location of 30 minutes to 2 hours.
Red: Last location more than 2 hours ago.
Gray: User outside the tracking time, with the last location provided within the allowed time.

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Question 4

[EN] Users

Accepted Answer

The Contele Team Field Manager features 3 types of users: ${color}#000000, Supervisor and the Standard.

Manager: The Manager is the highest level of team and system management. This will have full access to system information and reports, in addition to seeing the entire team on the Team Map. Only that user can edit Refundable, Forms, Monitoring, Work Order and app permissions settings, as well as change passwords, delete or add users.

Supervisor: Is the second level with regard to team and system management. It has less privileges than the Manager and controls only its subordinates within the system. You have access to reports and Team Map, but only from your subordinates. He can edit visit data such as Check-in, Check-Out, Observation and Visit Comments. The supervisor cannot delete or add users.

Standard: The standard user is typically the user of the application, who does not usually have access to the Web. The user also has access to the website through his e-mail and password, but he cannot change information and to create Places and launch your visits. You have no view of the Team Map.

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Question 5

[EN] Introducing to Zapier - Basics Steps

Accepted Answer

What's Zapier?

Zapier is an integrating system that allows you to easily automate different actions between application and software used by your company.

Using the Zapier, you can integrate a lot of system with the Contele Team Field Manager, as the ERP's, CRM's and others.

Enable the subtitles to watch.

${youtube}What is Zapier, what to do and its values? - Zapier and Contele Team Field Manager integration

How to create account on Zapier

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${youtube}How to create an account at Zapier - Zapier Integration and Contele Team Field Manager

See More Content:

How to create "Places" automatically with Google Sheets How to find Contele Team Field Manager on Zapier, generate Token and connect account

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Question 6

[En] Report and Refundable

Accepted Answer

Ensureing the best productivity, the Contele Team Field Manager count the kilometer based in the best route by Google Maps, and to register this, just that the person on the street to perform Check-in and Check-out in Visits.

To out workers, the GPS navigator make the integration in-app, showing that way, aways the best route.

It is also possible to register expenses with Refundable and make expenses entry through the App.

To access the reports, simply access the Reports category on the left side tab and then click on Refundable.

On the screen, you will find a consolidated view of your team's Reimbursement, segmented by KM and Loose. Within the individual, the segmentation of the types used.

The pre-existing periods for the Refundable Report are:

Yesterday;
7 days;
30 days;
This Month;
Last Month.

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