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:
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
|
| |
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 |
|
| |
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 | |
Valuation |
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 | |
NOT INCLUDED | |
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 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 |
| |
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 |
| |
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 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 |
|
| |
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 |
|
| |
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 | |
| |
Note |
All notes are included provided they are associated to the correct Van Line Code assigned to the Note Type Setup record. |