Pass Thru Connector Setup and Administration

 

The following table describes the setup needed in MoversSuite to support the Pass Thru Connector. The table includes varying mapped values to items on the disparate system. Not all values must be mapped, just the items you intend to include in the connection.

 

Refer to Pass Thru Connector Upload Format for usage examples.

 

Additional setup is required through MoversConnect. Please contact MoversSuite Professional Services for more information.

 

Initial Setup Information

 

1.    Assuming that you have the necessary MoversConnect settings in place and tested, begin with setting up an XML Interface and XML System. Create a simple XML that includes the Last Name and Order Number; the Order Number is the only required object and provides a unique way to identify the order or lead being sent to MoversSuite. If you send a lead twice with the same Order Number, the second attempt will update the existing order.

2.    Reference the ExternalID (parameter to the Order Number) object to provide MoversSuite a unique order identifier for the order existing outside of MoversSuite.

3.    Pass in the basic XML upload and correct any items needed.

4.    Once the XML is working, include additional data items, such as dates.

5.    Then iteratively include other data specified from the table below until all the data you want is included in the upload.

 

The following table describes the various setup areas that affect the Pass Thru Connector.

 

Setup

Description

Address Location Type Setup

Verify that supported codes for each address location are defined as External Codes for appropriate interfaces.

Agent Setup

Verify that supported agents for appropriate van lines are defined.

Auto Make Setup

Verify that supported codes linking makes in MoversSuite to any external system are defined within this setup.

Base Setup

Verify that supported bases are defined.

Branch of Service Setup

Verify that supported branch of service records are defined.

Carrier Setup (Military/Government)

Verify that supported carrier records are defined.

Code of Service Setup

Verify that supported code of service records are defined.

Commodity Setup

Set the Commodity Code for supported records.

Country Code Setup

Set the Van Line Code and Phone Country Code for supported records.

Lead Type Setup

Set External Code for supported records.

MoversConnect

The Pass Thru Connector utilizes MoversConnect to communicate between MoversSuite and an external application or interface, such as SIRVA. Additional setup is needed. Please contact MoversSuite Professional Services for setup details.

Note Type Setup

Set Van Line Code for supported records.

Payment Type Setup

Verify that supported codes for each payment type are defined as External Codes for appropriate interfaces.

Personnel Setup

Set the User ID within Interface Mappings for support personnel, including Salesperson, OA Surveyor, and LD Driver.

Rate Plan Setup

Set Van Line Code for supported records.

Shipment Status Setup

Set External Code for supported records.

Shipment Type Setup

Set Van Line Code for supported records.

Shipper Phone Type Setup

Verify that types are defined and link appropriately to External Code values as needed by various interface processes.

Van Line Setup

Set the Van Line Code for supported records.

XML Interface Setup

If your company has interfaces defined for the same system and branches you wish the Pass Thru Connector to access, then settings in MoversConnect can be pointed to these existing interfaces. Otherwise, if your company wishes to create a unique interface for the Pass Thru Connector, then define an interface within this setup for the appropriate branches and authority types. This configuration also needs Van Line Items defined, so link this record to appropriate van lines, e.g. Allied, North American, with provided External Codes.

 

Example Pass Thru Connector interface:

 

Setting

Value

Vendor Name

“Pass Thru Connector”

Van Line Item

 

Enter all supported van lines and appropriate identifier for this particular interface.

Allied Van Lines

“A”

northAmerican Van Lines

“N”

Branch Item

 

Enter all supported branch and authority type combinations.

EWS Moving Systems

“Van Line”

Someother Moving Co.

“Van Line”

 

 

XML System Setup

If defining a unique system for the Pass Thru Connector (see XML Interface Setup notes above), then create an Interface for it, such as “Pass Thru Connector,” setting the Internal System and Extern System values to this as well and then define the following system data type mapping values:

 

Data Type Map Setting

Value

Xml System Data Type

“Order Information”

Name

“Pass Thru Connector Order Information”

Clear previous XML errors before processing

Checked

 

 

 

 

RELATED TOPICS:

MoversConnect

MoversSuite Connections

Pass Thru Connector Content

Pass Thru Connector Upload Format

SIRVA QLAB Lead Upload

SIRVA QLAB Lead Upload Content

SIRVA QPD Integration

SIRVA STS Integration Setup and Administration