SIRVA QLAB Integration Setup and Administration

 

This section describes the steps and setup areas that must be established to support the SIRVA QLAB Lead Upload and SIRVA QLAB Lead/Opportunity Download.

 

PREREQUISITES:

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

    Setup for SIRVA QLAB Integration is considered an addition to that needed for SIRVA STS Integration. Please review the SIRVA STS Integration Setup and Administration topic for additional information.

 

STEPS:

1.    Establish an XML Interface for “Qlab” through XML Interface Setup.

2.    Define system records for each support process within XML System Setup.

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 Note Types to External Codes supported on SIRVA.

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

SIRVA QPD Integration Setup and Administration

SIRVA STS Integration Setup and Administration

 

 

Technical Setup Information

 

For a lead to be sent to SIRVA QLAB, all required data must be defined for the record. Please see SIRVA QLAB Lead Upload for required fields and appropriate settings.

 

The following table describes the administrative setup needed in MoversSuite to support integration with SIRVA QLAB.

 

IMPORTANT

Errors will occur during upload and download processes if setup is incomplete and/or inaccurate. Contact SIRVA the most accurate list of supported codes and information.

 

 

NOTES

SIRVA QLAB Integration utilizes MoversConnect to communicate between MoversSuite and SIRVA. Setup in addition to the items listed is required. Please contact EWS Group Professional Services for setup details.

Setup for SIRVA QLAB Integration is considered an addition to that needed for SIRVA STS Integration.

Your company must be setup for SIRVA QLAB.

SIRVA QLAB can utilize the Pass Thru Connector to gather information from an outside service and push the lead or order into MoversSuite. This requires additional setup and considerations. Refer to Pass Thru Connector Setup and Administration.

 

 

Setup

Description

Country Code Setup

Verify that the following entries exist with this setup. These are the only two countries valid for addresses associated to the SIRVA QLAB Lead Upload.

 

Country Name

Van Line Country Code

Canada

CAN

United States of America

USA

 

 

MoversConnect

SIRVA QLAB Integration utilizes MoversConnect to communicate between MoversSuite and SIRVA. Additional setup is needed. Please contact MoversSuite Professional Services for setup details.

Note Type Setup

Verify that note type records are defined that include a Van Line Code of “LEAD” and “QLAB.” The following table includes recommended Note Type values.

 

Note Type (example)

Van Line Code

Qlab Lead Notes

LEAD

QLAB Order Information

QLAB

 

Notes associated to a Van Line Code of “LEAD” originate from a SIRVA QLAB Lead/Opportunity Download.

Notes associated to a Van Line Code of “QLAB” originate from a SIRVA QLAB Lead Upload.

Personnel Setup

The Salesperson assigned to the Lead/Opportunity must be linked to QLAB. For all appropriate personnel, set credentials within the Interface Mapping to the Interface of “Qlab,” Labor Type of “Sales,” and the UserID assigned to the person through SIRVA, e.g. “Q0186009999.” Set the User Name to the SIRVA user ID along with the Password for the person.

Security Profile Setup

The “QLAB Integration” module has no effect on security, therefore it does not have to be assigned to any profile.

Shipper Phone Type Setup

Phone types in MoversSuite must link to those supported by SIRVA. Create the following types to support uploads and downloads to the QLAB system for the SIRVA interface.

 

Type Name (example)

External Code

Home

Home Phone

Work

Work Phone

Cell, Mobile

Cell Phone

 

The above External Code values must be established and linked to phone types to support upload and download requests through the QLAB system.

XML Interface Setup

Define QLAB interface with a Vendor Name of “Qlab.”

 

Van Line Item

This is not referenced for QLAB.

 

Branch Item

You can 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 System Setup

Create two system records: One for Order Information uploads and the other for Lead/Opportunity downloads.

 

Order Information Uploads

Define a system record for the Qlab Interface. Set the Internal System and External System values to “Qlab” as well and create the necessary system data type mapping with the following data type.

To process QLAB upload requests:

 

Data Type Map Setting

Value

Xml System Data Type

Order Information

Name

Qlab Order Information

Clear previous XML errors before processing

Checked

 

Lead and Opportunity Downloads

Define a system record for the Qlab Interface. Set the Internal System and External System values to “Qlab Leads” as well and create the necessary system data type mapping with the following data types.


To process QLAB download Lead requests:

Data Type Map Setting

Value

Xml System Data Type

Order Information

Name

Qlab Lead Upload

Clear previous XML errors before processing

Checked

 

To process QLAB download Opportunity requests:

Data Type Map Setting

Value

Xml System Data Type

Order Information

Name

Qlab Opportunity Upload

Clear previous XML errors before processing

Checked

 

 

 

 

RELATED TOPICS:

SIRVA Field Mappings in MoversSuite

Pass Thru Connector

SIRVA QLAB Lead Upload

SIRVA QLAB Lead Upload Content

SIRVA QLAB Lead/Opportunity Download

SIRVA QLAB Lead/Opportunity Download Content

SIRVA STS Integration Setup and Administration