AgentConnect Content

 

This section lists the data imported or exported through the AgentConnect process. Not all data needs to be present for a successful transfer.

 

The following table lists each potential field included in an import or export of data. The data is grouped by tab location in MoversSuite, which are summarized here:

Name, Address, Phone

Move Information

Extra Stops

Agents

SIT/Recurring Billing

Billing Information

Notes

 

MoversSuite Location

Note

Order Number

NOTE: Only records with an Order Number or Estimate Number are included.

Van Line

The van line associated to the Order Number. The Van Line must also link to the XML Interface Setup record.

Branch

 

Branch the order imports under is linked to the record.

Order Status

NOT INCLUDED

You can set the Shipment Status to automatically set the Order Status. This is done through Shipment Status Setup.

Shipment Status

Linked items defined within the Inteface Items secion within Shipment Status Setup.

Driver dispatch information is included, which features the following:

Assigned Date and Time

ETA Date and Time

Driver Number

Driver Name

Van Number

Phone Number and Extension

 

Name, Address, Phone

 

Last Name/Company Name

 

First Name/MI

 

Phone Numbers

All numbers associated to a mapped Shipper Phone Type Setup records are included.

Email Addresses

All email addresses associated to mapped Shipper Email Type Setup records are included.

Salesperson

Personnal identifer must be established and mapped for the person through Personnel Setup > Interface Mappings > Employee Interface Mapping.

To include the Salesperson, the Agents > Booking Agent set on the order must be a Sister Agent.

Transportation Coordinator

Personnal identifer must be established and mapped for the person through Personnel Setup > Interface Mappings > Employee Interface Mapping.

Logistics Coordinator

 

Personnal identifer must be established and mapped for the person through Personnel Setup > Interface Mappings > Employee Interface Mapping.

Contact Preference

NOT INCLUDED

Estimate Number

NOTE: Only records with an Order Number or Estimate Number are included.

Lead Source

Type associated to a mapped Lead Type Setup records is included.

Task Definition

NOT INCLUDED

Task Group

NOT INCLUDED

Moving From, Moving To Primary, and Moving To Secondary

Location Type

Type associated to a mapped Address Location Type Setup records is included.

Address

Lines 1-3 included

City

 

State

 

Country

Defaults to the “United States of America”

Postal Coide

 

County

 

Consignor

 

 

Consignor

 

Contact Name

 

Phone and Extension

 

Consignee

 

 

Consignor

 

Contact Name

 

Phone and Extension

 

Move Information

 

Range

Pack Dates and Times

 

Load Dates and Times

 

Delivery Dates and Times

 

Preferred

Pack Dates

 

Load Dates

 

Delivery Dates

 

Actual

Pack Dates

 

Load Dates

 

Delivery Dates

 

Range

Estimated Time of Arrival

Both date and time fields

Assigned On Date

Both date and time fields

Valuation

 

Valuvation

Type associated to a mapped Valuation Setup records is included.

Per Pound

Populates based on selected Valuation

Amount

 

Automobile

Auto With Shipment

 

Class

Type associated to a mapped Auto Class Setup records is included.

Make

Type associated to a mapped Auto Make Setup records is included.

Color

 

Model

 

Year

 

Description

 

Mileage

 

VIN

 

 

Weight

 

Length

 

Width

 

Height

 

Cubic Feet

 

Related Order

Related Order

NOT INCLUDED

Self Haul

Yes/No

 

Authorization

NOT INCLUDED

By

NOT INCLUDED

Shipment Details

Shipment Information

NOT INCLUDED

Container Tracking

Container Tracking

NOT INCLUDED

CPU

Containers Estimate

Types associated to a mapped Material Type Setup records are included.

Packing Estimate

Types associated to a mapped Material Type Setup records are included.

Unpacking Estimate

Types associated to a mapped Material Type Setup records are included.

Crates

Crates associated to a mapped XML Item Code Setup record of “Crates, per ft3” are included.

Preferred Van Requested

 

Special Instructions

 

Directions

 

Booked

Set to the import date and time

Created On

Set to the import date and time

Estimated Weight

 

Hauled Weight

 

Billed Weight

Shows through Revenue Entry

Miles

 

Cubic Feet

 

Linear Feet

NOT INCLUDED

Discounted Lineahaul

 

Type of Move

NOT INCLUDED

Commodity

Type associated to a mapped Commodity Type Setup records is included.

Authority

Set to “Own Authority

Service Type

Type associated to a mapped Service Type Setup records is included.

Shipment Type

Type associated to a mapped Shipment Type Setup records is included.

Storage Requirement

Type associated to a mapped Storage Requirement Setup records is included.

Packing Type

Type associated to a mapped Packing Type Setup records is included.

Registration Authorization

NOT INCLUDED

Extra Stops

 

Stop Type

All stops are included

Stop Number

 

Date Range

 

Time Range

 

Agent

 

Contact Information

Name

 

Company

 

Phone

 

County

 

Address Information

Location Type

Type associated to a mapped Address Location Type Setup records is included.

Address

Lines 1-3 included

City

 

State

 

Country

Defaults to the “United States of America”

Postal Coide

 

Other Phone Information

Home Phone

 

Work Phone and Extension

 

Segment Information

NOT INCLUDED

Agents

 

Booking Agent

Included if match found on Agent ID (defined in Agent Setup). Note that if no match is found a new Agent Setup record is added to the system.

Data associated to each agent type deteremined by what is set within Agent Setup.

Origin Agent

 

Hauling Agent

Destination Agent

 

OA Coordinator

Personnal identifer must be established and mapped for the person through Personnel Setup > Interface Mappings > Employee Interface Mapping.

OA

Surveyor

 

Personnal identifer must be established and mapped for the person through Personnel Setup > Interface Mappings > Employee Interface Mapping.

To include the OA Surveyor, the Agents > Origin Agent set on the order must be a Sister Agent.

Other Surveyor

 

Survey Date

 

Van Number

Driver dispatch information displays within Shipment Status History.

By (Driver)

SIT Information

 

SIT Discount

 

Origin/Destination

 

Authorization

 

Days

 

SIT Expiration

Also referred to as “SIT to Perm Date”

In Date Estimated

 

In Date Actual

 

Out Date Estimated

 

Out Date Actual

 

SIT Weight

 

Billing Information

 

Customer

NOT INCLUDED

Payment Type

Type associated to a mapped Payment Type Setup records is included.

Payment Method

Type associated to a mapped Payment Method Type Setup records is included.

Credit Authorization

 

Purchase Order Number

 

National Account

 

 

Account

All data populates based on what is set for the record within Account Setup. The application attempts to map on the Account Number. If no match is made on the Account Number, then a new record is inserted into MoversSuite.

Name

 

Contact

 

Phone and Extension

 

Address (lines 1-3)

 

City

 

State

 

Country

 

Postal Code

 

Memo

 

Rating Information

 

Tariff/Rate

Included if the Rate Plan Name associated to the record matching one from Rate Plan Setup. If no match is found, then on an import, a new Rate Plan is added to MoversSuite (however, no rates are attached to the newly added plan).

Section

 

Discount

 

Peak Rates Apply

 

Estimate Amount

 

Actual Amount

 

Other Information

 

Invoice Requirement

 

Revenue Clerk

Personnal identifer must be established and mapped for the person through Personnel Setup > Interface Mappings > Employee Interface Mapping.

COD Collection Amount

 

Military/Government

 

General Information

 

GBL Number

 

SSN

 

Rank/Grade

 

Branch of Service

Type associated to a mapped Branch of Service Setup records is included.

Code of Service

Type associated to a mapped Code of Service Setup records is included.

Contract Lot Number

 

Service Order Number

 

Channel

 

Bases

 

Carrier

 

Carrier name and SCAC are included

Ordering

Base Code, Name, and State are included

Origin

Destination

Notes

 

Note

All notes are included provided they are associated to the correct Van Line Code assigned to the Note Type Setup record.