Third Party Application Setup and Administration

The general setup needed to support third party application integration with MoversSuite involves the settings listed below. Refer to specific setup areas for detailed information.

Setup Area	Interface	Description
Account Setup	SIRVA	Accounts referenced by SIRVA STS need to be added and the correct number set within the Account # field. Refer to National Account Setting for SIRVA for more information.
Address Location Type Setup	Atlas SUDS EasyDPS SIRVA Q2G	External code values must be entered and match exactly to what is expected by an external interface. The address type must match an external code within the External Interface Mapping of this setup to avoid errors when exchanging address data with SIRVA (SIRVA STS Integration).
Agent Setup	Agent API SIRVA	Agent records must be established for the appropriate van line. MoversSuite will automatically add an agent of a van line if no record exists.
Auto Class Setup	UniGroup	Define class elements assigned to auto shipments.
Auto Make Setup	SIRVA	External codes supplied by third party interfaces must be established as Auto Make records in order for auto shipment data to transfer without error.
Branch Setup	Atlas SIRVA TechMate	Define the branch to be associated to the setup.
Carrier Setup (Military/Government)	EasyDPS	Verify that needed carriers are defined with the SCAC supported by EasyDPS.
Claim Damage Type Setup	UniGroup	Claim damage types referenced by third party applications must be setup with correct external code references in the Van Line Code field this setup.
Claim Denial Code Setup	UniGroup	Claim denial types referenced by third party applications must be setup with correct external code references in the Van Line Code field this setup.
Commodity Detail Setup	Atlas	Referenced by the Atlas SUDS Order Upload process. See for Atlas Integration Setup and Administration details on the reference.
Commodity Setup	Atlas EasyDPS SIRVA	Associate commodity codes specified within MoversSuite to commodity codes required by the third party. The following setup areas specifically reference this setup: Atlas Integration Initial Setup SIRVA STS Integration UniGroup Download Setup and Administration UniGroup Upload Setup and Administration
Generic Import Setup	All	Import statement data directly into Payment Management from external applications.
Global System Option	Atlas Avalara Dynamics GP Crew Punch SharePoint TransDocs	Set the values needed for Document Management and TransDocs as well as those needed for Microsoft Dynamics GP.
Haul Mode Setup	Atlas	Referenced by the Atlas SUDS Order Upload process. See for Atlas Integration Setup and Administration details on the reference.
Lead Type Setup	UniGroup Quotes to Go AgentConnect Pass Thru Connector	Third party applications that import estimates into MoversSuite may require particular lead types.
Material Type Setup	EasyDPS SIRVA UniGroup TechMate	Container, packing, and unpacking units associated with revenue will need to be linked to appropriate item codes. UniGroup relies on specific carton codes that are defined beginning with the item codes. See UniGroup Upload Setup and Administration for more information.
Move Type Setup	SIRVA	External codes supplied by third party interfaces will need to be defined and associated with MoversSuite move type records.
Note Type Setup	Atals EasyDPS SIRVA UniGroup TechMate	Van line codes used by third party applications will need to be mapped to particular Van Line Codes and Note Types.
Order Archive	All	Use this tool to free up Order Numbers in MoversSuite.
Order Number Setup	SIRVA	Order Numbers format definitions must be associated to all van lines that will be involved with data exchange with MoversSuite.
Pass Thru Connector Setup and Administration	All	Create a poller to monitors a queue through the API service handle request from local clients to upload orders through MoversConnect.
Payment Method Type Setup	SIRVA UniGroup	External codes supplied by third party interfaces will need to be defined and linked to MoversSuite payment method records. These setup values are needed by UniGroup Quote to Go.
Payment Type Setup	SIRVA UniGroup	External codes supplied by third party interfaces will need to be defined and linked to MoversSuite payment type records.
Personnel Setup	SIRVA UniGroup TechMate	Employees associated to move roles (Coordinator, Salesperson, OA Surveyor, Revenue Clerk, etc.) must be defined and be linked by identification numbers through external codes for each interface within the Personnel Interface Mapping.
Point of Service Setup	UniGroup	Define Point of Service values needed for line items on an EDI invoice imported from the UniGroup Rating Send (UniGroup Downloads) and through the Point of Service field in Add Revenue Item.
Product Code Setup	SIRVA	External codes supplied by third party interfaces will need to be defined and linked to MoversSuite product code records.
Product Type Setup	SIRVA	External codes supplied by third party interfaces will need to be defined and linked to MoversSuite product type records.
Queue Service Setup	All	Define the location of message files processed through the MoversSuite queuing service with this setup.
Queue Service Server Setup	All	Establish specific server instances for each process supported by MoversSuite queueing services.
Rate Plan Setup	SIRVA	External codes associated for rating and pricing referenced by third party applications will need to be set within the Van Line Code field, mapping it to a MoversSuite rate plan.
Rate Type Setup	Suddath	Set the external codes to identify services for the third-party applications.
Security Profile Setup	SIRVA	To access the Third Party Interface Order Monitor, the Order Information module must be assigned to personnel (through Security Profile) for the appropriate branch. Note: Any Access Type will work.
Service Code (Accounting) Setup	SIRVA Atlas	Define distribution codes needed for statement imports.
Service Type Setup	UniGroup	Set external codes used to identify services by third party applications.
Shipment Status Setup	Atlas SIRVA UniGroup	Link Shipment Status records to codes supported by the various interfaces.
Shipment Type Setup	SIRVA UniGroup	External codes supplied by third party applications will need to map to a MoversSuite shipment type.
Standard XML Pipeline Setup and Administration	All	This setup information is documented specifically under many integrations, such as SIRVA and UniGroup. Your company can also use the Standard XML Pipeline for other external applications as well.
Statement Payment Code Setup	Atlas SIRVA UniGroup	Use this setup to link pre-defined Payment Code in MoversSuite to those supported by various interfaces.
Storage Requirement Setup	UniGroup	Set external codes used to identify warehouses by third party applications.
Transportation Mode Setup	UniGroup	Set external codes used to identify transportation modes in use by third party applications.
UniGroup Quotes to Go Setup and Administration	UniGroup	Define the data needed to support uploads and downloads from the UniGroup Quotes to Go system.
Valuation Setup	SIRVA	External codes supplied by third party interfaces will need to be defined for each van line in use and be associated to MoversSuite valuation records.
Van Line Setup	All	Verify that all van lines referenced by third party applications are established here.
XML Interface Setup	All	Link supported interfaces to MoversSuite orders through external codes and mapped branches.
XML Item Code Setup	SIRVA TechMate	Define needed records that map an interface and XML Item Code values to MoversSuite Item Codes or Material Types.
XML System Setup	All	Define systems, system options, and data type mappings for supported interfaces within this setup. Define systems used by an interface along with needed system options and corresponding values.