Customer templates

Customer templates in Wialon Platform Studio provide a streamlined and efficient way for service providers to manage and scale their business by quickly setting up new customer accounts with predefined configurations. Essentially, a customer template functions like a regular customer account but is designed specifically for replication. It allows service providers to standardize configurations for different customers, ensuring consistency and reducing manual setup time.

Configurable elements in a customer template

Customer templates can store configurations for the following modules and settings:

Configurable element	Description	Can be transferred
Activated modules	Defines which modules are active by default in customer accounts created from this template.	During account creation only
Labels	Predefined tags that can be assigned to vehicles to indicate a type, attribute, or status.	During account creation and updates
Label groups	Containers used to group exclusive labels, ensuring a vehicle can only have one label from the set at a time.	During account creation and updates
Automations	Automated rules and actions that trigger based on specific conditions (for example, connection loss, service due, checklist events).	During account creation and updates
Action templates	Pre-configured actions that can be executed by automations (for example, send online notification, send an email, assign a label, create a service, create a checklist).	During account creation and updates
Geofence groups	Templates for geofence properties, standardizing their color, icon, and additional property fields.	During account creation and updates
Geofences	Territories drawn on the map to represent specific areas. Can be visible only in FleetSpace.	During account creation and updates
Settings	General: Custom terms for the device entity. Localization: Time zone. Device additional properties: Custom data fields for device profiles. Driver additional properties: Custom data fields for driver profiles. Maintenance additional properties: Custom fields for maintenance records. Trip detector: Logic for detecting trips (for example, minimum movement speed, idling time). Counters configuration: How various counters, such as mileage or engine hours, are calculated.	During account creation only

Limitations

Templates can’t be applied to multiple customers simultaneously.
It is not possible to select individual entities (for example, a single geofence) for transfer; templates are applied as a whole.
There is no automatic synchronization between a template and a customer after the customer has been created or updated from that template.