SIRVA STS Integration Setup and Administration

 

This section describes the steps and setup areas that must be established to support an integration between MoversSuite and the SIRVA STS system.

 

PREREQUISITES:

    In addition to this setup, configuration is also required in MoversConnect. Please contact EWS Group Professional Services for setup information related to MoversConnect.

 

STEPS:

Information on each step is provided within the Technical Setup Information table following this list.

1.    Establish an XML Interface for “Sirva” through XML Interface Setup and define which branch and van lines are supported. See XML Interface Setup in the Technical Setup Information table below.

2.    Create the necessary systems to support upload and download requests for the SIRVA interface within XML System Setup. See XML System Setup in the Technical Setup Information table below.

3.    Define other values needed referencing the Technical Setup Information table below to support identifying data to exchange between the two systems, such as creating mappings for Commodity Types to External Codes supported on SIRVA.

4.    Additional setup may be needed depending on whether you integrate with SIRVA QLAB and SIRVA QPD systems as well. Refer to the following for more information:

SIRVA QLAB Integration Setup and Administration

SIRVA QPD Integration Setup and Administration

 

 

Technical Setup Information

 

The following table describes the administrative setup needed to support integration with SIRVA STS.

 

IMPORTANT

Errors will occur during upload and download processes if setup is incomplete and/or inaccurate. Also, make sure that your MoversConnect service is up and running. Contact SIRVA for the most accurate list of supported codes and information.

 

 

Setup

Description

Account Setup

Customers defined in SIRVA are managed as National Accounts in MoversSuite. The customer information is assigned to National Accounts through the Account Setup. Assign the SIRVA customer number to the Account Number and assign the SIRVA customer billing location number to the Default Billing Location Number (up to 15 characters). These values are referenced within the National Account section on the Billing Information tab.

 

You can also attach an Order Memo to a customer referencing SIRVA Master Codes. Refer to the SIRVA Customer Order Memo topic for details.

Address Location Type Setup

Link address location records to SIRVA by associating External Code values to SIRVA supported codes (i.e. Location Site Code) using this setup.  The following is a list of supported code values:

 

External Code

Description

APT

Apartment

CON

Condominium

DCK

Dock

DUP

Duplex

GAR

Garage

HR

Highrise

HTL

Hotel

HSE

House

INS

Inside

MIN

Mini Storage

MBL

Mobile Home

OFF

Office

RES

Residence

RST

Restaurant

STR

Store

TWN

Townhouse

TSHW

Tradeshow

WHS

Warehouse

WA

Will Advise   

Agent Setup

Use this setup to define agents referenced by SIRVA.  In particular, the Agent ID must be in the correct format and not contain any special characters (e.g. spaces, hashes, hyphens)and set the Vanline to one supported by SIRVA.

Auto Make Setup

Link commodity records to SIRVA by associating External Code values to SIRVA supported codes (i.e. Item Make) using this setup.  The following is a list of supported code values:

 

External Code/Description

ACURA

AUDI

BENTLEY

BMW

BUICK

CADILLAC

CHEVROLET

CHRYSLER

DODGE

FERRARI

FORD

GMC

HONDA

HUMMER

HYUNDAI

INFINITI

ISUZU

JAGUAR

JEEP

KIA

LAND ROVER

LEXUS

LINCOLN

LOTUS

MASERATI

MAZDA

MERCEDES

MERCURY

MINI

MITSUBISHI

NISSAN

OLDSMOBILE

OTHER

PONTIAC

PORSCHE

ROLLSROYCE

SAAB

SATURN

SCION

SUBARU

SUZUKI

TOYOTA

VOLKSWAGEN

VOLVO

 

 

Branch Setup

Verify that branch records associate to correct Van Line values.

Commodity Type Setup

Link commodity records to SIRVA by associating Commodity Code values to SIRVA supported codes (i.e. Shipment Type).  The following is a list of supported code values:

 

Commodity Code

Description

HHG

Household Goods

PRD

Product

GCM

General Commodity

DSP

Display

O&I

Office and Industrial

 

 

Material Type Setup

Define container, packing, and unpacking records and use XML Item Code Setup to map these records to container records needed for Guarantee Price Information. Refer to the XML Item Code description within this table for more information.

Move Type Setup

Link Move Type records to SIRVA by associating External Code values to SIRVA supported codes (i.e. Hauling Authority Type) through the External Interface Mapping page.  The following is a list of supported code values:

 

External Code

INTER

INTRA

 

Verify that the move types associate to the correct, SIRVA-supported Branch values and the Order Number Style setting is appropriate for SIRVA orders.

Note Type Setup

Add a note with the Van Line Code of “Sirva”. This document type will be used to record information on order registration.

Order Number Setup

Verify that Order Number formats used for SIRVA associate to the correct Van Line

Packing Type Setup

Define the packing type values needed for the Registration upload and associated to an order through the Packing Type field in Move Information.

Currently, a type of “Full Service Pack” is supported. Setting this value will instruct the application to indicate a full pack on the Registration upload to SIRVA.

Payment Method Type Setup

Link Payment Method records to SIRVA by associating External Code values to SIRVA supported codes.  The following is a list of currently supported codes:

 

External Code

Description

AM

American Express

AV

AVCO

CCK

Cashier Check

CHK

Check

CRN

Credit Card (Agent not authorized)

CSH

Cash

DN

Diner’s Club

MA

MasterCard

MO

Money Order

NO

Novus Services (Disc, Bravo, & Private)

PCK

Personal Check

VI

VISA

 

 

Payment Type Setup

Link Payment Type records to SIRVA by associating External Code values to SIRVA supported codes.  The following is a list of currently supported codes:

 

External Code

Description

CHG

Charge

PPD

Prepaid

COD

 

Cash on Delivery

 

 

Personnel Setup

Assign MoversSuite personnel to the SIRVA supported User ID values within the Interface Mapping tab.  These values are required to match employees to SIRVA users.

Product Code Setup

Link Product Code records to SIRVA by associating External Code values to SIRVA supported codes.  The following is a list of currently supported codes:

 

External Code

Description

AGRI

AGRICULTURAL (EXEMPT)

ART

ART OBJECTS

AUTO

AUTO - RELOCATION

AUTP

AUTO - PROTOTYPES

AUTS

AUTO - SPECIAL HANDLING

COMM

COMMERCIAL PROD (NON-MECHANICAL/ELECTR)

COMP

COMPUTER EQUIPMENT

COPY

COPYING / DUPLICATING

FCTR

FACTORY (ALL FIXTURES)

FFOE

FURNITURE/FIXTURES/OFFC EQPT (NEW/USED)

HHG

COMPLETE HHG MOVE

HMEL

HOME ELECTRONICS

MEDC

MEDICAL EQUIPMENT/SUPPLIES

MFGE

MANUFACTURING EQUIPMENT

MUSM

MUSEUM

NONA

NON AGRICULTURAL (NON-EXEMPT)

OFCR

OFFICE (ALL OFFICE FIXTURES)

OTHR

OTHER SPECIAL HANDLING

PHEQ

PHOTO EQUIPMENT

PRNT

PRINTING EQUIPMENT

TELE

TELECOMMUNICATIONS

TSHW

TRADESHOW

 

 

Product Type Setup

Link Product Type records to SIRVA by associating External Code values to SIRVA supported codes.  The following is a list of currently supported codes:

 

External Code

Description

BLD

BLOOD ANALYSIS

COMP

COMPUTER

FILE

FILES

FURN

FURNITURE

KIDY

KIDNEY MACHINE

MFR

MAINFRAME EQUIPMENT

OTHR

OTHER

PC

PC EQUIPMENT

XRAY

X-RAY EQUIPMENT

 

 

Rate Plan Setup

Set the Van Line Code to the Customer Agreement Number supplied by SIRVA, e.g. “GRR” for Guarantee Pricing. 

The following is a list of currently supported codes:

 

Van Line Code

DSP

GRR

PRD

TPG

UAS

 

 

Security Profile Setup

Update user access for the following two Module values:

 

Order Information

Access Type of “Read Only” or “Full” allows user to access the Third Party Interface Order Monitor.

 

SIRVA Statement Integration

This module controls access to the ability to view and process statements.

 

Service Type Setup

Define service type records mapped to SIRVA Van Line Code values using this setup.

Shipment Status Setup

Create status records to document the progress of a shipment.  The following External Codes must be defined for the SIRVA interface in order to exchange data between MoversSuite and the SIRVA STS.

 

External Code

Description

REGISTERED

Registered

CANCELLED

Cancelled

PLANNED

Planned

ASSIGNED

Assigned

LOADED

Loaded

DELIVERED

Delivered

 

 

Shipment Type Setup

Link Shipment Type records to SIRVA by associating Van Line Code values to SIRVA supported codes.  The following is a list of currently supported codes:

 

Van Line Code

Description

GVT

Government

MIL

Military

NAT

National Account

PVT

Private Transferee

 

 

Shipper Email Type Setup

Map an Email Type to SIRVA specifically for a Government Employee Email (“GEE”). Map the following External Code to the SIRVA interface within this setup.

 

External Code

Description

GEE

Government Employee Email

 

This setting is referenced on SIRVA STS uploads and downloads. Refer to the SIRVA Registration Upload Content for usage.

 

Valuation Setup

Link Valuation records to SIRVA by associating External Code values to SIRVA supported codes (a.k.a. Valuation).

The following is a list of supported code used by SIRVA:

 

Validation Code

Description

1

.60 per pound

2

$250 deductible

3

$500 deductible

A

Full Value Protection

D

Depreciated Value Protection

B

Base Liability

 

 

XML Interface Setup

Use this setup to define an interface for SIRVA. The SIRVA interface is referenced by other XML setup areas. This setup also allows you to define which van lines are available to exchange data between SIRVA systems and MoversSuite.

 

Van Line Item

Define one or more supported van line by adding Van Line Items referencing the following codes:

 

External Code

Van Line

AVL

Allied Van Lines

NVL

northAmerican Van Lines

STI

Specialized Transportation

 

Branch Item

In addition to mapping the van lines, you can also control which branches are available based on Authority Type. Orders must be associated to a branch defined within this list, otherwise they are unable to connect to SIRVA nor will SIRVA option be available through the Tools Menu.

NOTE: The External Code is not referenced for SIRVA Integration.

 

XML Item Code Setup

Utilize this setup to map SIRVA containers to MoversSuite containers. Refer to the XML Item Code Setup (SIRVA) topic for a complete list of support values.

Create records for each supported container type setting the SIRVA support type within the XML Item Code field and link it to a MoversSuite defined code by setting the Material Type.

The list of Material Type values is defined within Material Type Setup.

 

IMPORTANT:

You can link multiple XML Item Code values to a single Material Type. However, we recommend mapping to a Material Type once to avoid creating multiple carton records for billing. Additionally, each XML Item Code value referenced through Guarantee Price Information is sent to SIRVA individually, therefore “Dish Pack” and “Glass Pack” are treated as two separate items even if they both point to the same Material Type. 

 

IMPORTANT:

Mappings are required for the Guarantee Price Information that are included when the Rate Plan links to an External Code of “GRR” in Rate Plan Setup.

 

NOTE: The Include imported items as Transportation revenue flag and Item Code setting are not reference for SIRVA Integration.

  

XML System Setup (SIRVA)

XML System Option (SIRVA)

Use the XML System Setup to define the system available (QLAB, STS, et al) and the properties for processing for SIRVA.

 

RELATED TOPICS:

Pass Thru Connector

SIRVA Field Mappings in MoversSuite

SIRVA Download Request Content

SIRVA QLAB Integration Setup and Administration

SIRVA QLAB Lead Upload

SIRVA QPD Integration

SIRVA QPD Integration Setup and Administration

SIRVA Registration Upload Content