TechMate Automated Integration Setup

These instructions are for enabling and supporting the use of the TechMate Automated Process. 

The prerequisites and steps required to use the automated process are listed below with details on each following the list.

PREREQUISTES: An account established with TechMate. Additionally, you will need the following items:

•    The TechMate executable (TechMateIntegration.exe).

•    List of carton and distribution codes from TechMate to identify supported items in MoversSuite, such as the code of “Dishpack,” which is mapped to a MoversSuite Item Code via XML Item Code Setup. (Step 3)

•    Login credentials for each MoversSuite user(s) you wish to grant the ability to import/export. (Steps 5 and 6)

•    Create a folder where the TechMate Automated Process will put the exports for retrieval by TechMate (Step 2).

STEPS:

1.    Establish a TechMate vendor within XML Interface Setup.*

2.    Add system record for TechMate within XML System Setup.*

3.    Add supported items within XML Item Code Setup.

4.    Add supported types within Note Type Setup.

5.    Add TechMate credentials to supported employees through their Personnel Setup record.

6.    Update sales Personnel Setup records to have them included in imports/exports.

7.    Establish a TechMate Queue Service Server Setup record.*

* The only steps needed within TechMate Moving from Manual to Automated Setup. See Important note above.

STEP 1: Add a TechMate Vendor to XML Interface

Setup Area: MoversSuite Administration > Administration > XML Interface

This step supports the automated import process from TechMate.

Create a single TechMate record within XML Interface Setup. Click Click here to add a new Interface to start creating a new XML Interface Setup record.

When clicked, the New Interface screen appears. Create the following record by entering the information shown and detailed on the technical table below. When all the information in entered and added, the final record will look like the image (Figure 3).

Note that the record must be set with the Branch of the Lead. Once you add branches, you can only import from TechMate items associated to branches in the list.

If an XML Interface record for TechMate already exists, proceed to update this record with Branch Items and Van Line Items as indicated below for this TechMate Automated Process integration.

Click Save to save the new record or to save the updates.

Figure 3: XML Interface Setup record

Set the information for this record as indicated within this technical table:

STEP 2: Add an XML System Setup record for the TechMate Vendor

Setup Area: MoversSuite Administration > Administration > XML System

This step supports the automated import process from TechMate.

Create a single TechMate record within XML System Setup. Click Click here to add a new XML System to start creating a new XML System Setup record.

When clicked, the New XML System screen appears. Create the following record by entering the information shown and detailed on the technical table below at the bottom of this step. When all the information in entered and added, the final record will look like the image below:

Of note, the record must include an XML System Option of “TechMateExportFileLocation”. If an XML System record for TechMate already exists, proceed to update this record with XML System Option (as instructed in the table below for this TechMate Automated Process integration.)

Click Click here to add a new XML System Option and enter  “TechMateExportFileLocation” for the name. The Value needs to be set to a folder path that exists on the machine that is running the API. That path is the location where MoversSuite will put an XML file within when the user saves a new Lead. Click Add.

Figure 4: XML System Setup record with the required XML System Option highlighted.

Establish the following values to create or update this XML System record:

STEP 3: Define supported Item Codes for Revenue Import

Setup Area: MoversSuite Administration > Administration > XML Item Code

For each supported TechMate carton code, define an XML Item Code Setup record. Set the XML Item Code to one of the supported codes listed within the TechMate Supported Carton and Distribution Codes topic and link it to a MoversSuite a Material Type or Item Code. In the example below, the TechMate Carton Code of “Carton, 1.5” is set within the XML Item Code field and it links to the Material Type of “1.5 Cubic Feet”, which is defined in MoversSuite through the Material Type Setup.

Figure 5: XML Item Code Setup sample for a carton code

Each supported code must be mapped to a Material Type or to an Item Code to avoid missing data when bringing in revenue through a Revenue Import.

If you wish the carton codes to link to Containers, Packing and Unpacking (CPU) items, then set link the XML Item Code record to a Material Type. The example above, the Material Type of “1.5 Cubic Feet” maps to a Material Type Setup record that contains the necessary Item Code mappings for each container type.

Figure 6: Material Type Setup record

Optionally, you can also link directly to an Item Code as in the example below. Avoid setting both the Item Code and Material Type when defining these records.

Figure 7: XML Item Code record for a distribution code

NOTE: Typically, carton codes link to Material Type values and distribution codes link to Item Code values directly. You can refer to each supported type through the TechMate Supported Carton and Distribution Codes topic.

Reference the Material Type Setup and the TechMate Supported Carton and Distribution Codes topics when defining the XML Item Code Setup records.

STEP 4: Add Supported Note Types

Setup Area: MoversSuite Administration > Customer Service > Note Type

There are three different types of notes that are needed for the TechMate Integration. Create a Note Type for each one needed using  Note Type Setup. Each needed Note Type record is shown below:

1. TechMate Customer Note:

Enter the following for the note shown above:

2. TechMate Estimate Note:

Enter the following for the note shown above:

3. TechMate Survey Note:

Enter the following for the note shown above:

STEP 5: Update Personnel Setup records for Estimators

Setup Area: MoversSuite Administration > Personnel > Personnel’s record > Interface Mapping tab

Each estimator that needs to log into TechMate from within the MoversSuite application must have their credentials defined within Personnel Setup. Set these credentials for the TechMate interface through the Interface Mappings tab on the Personnel record.

Choose Click here to add credentials for an Interface and then choose TechMate from the dropdown. Be sure to updated Personnel records for each estimator.

Figure 8: Personnel Setup > Interface Mapping

Then you can click on the Credentials button to supply their specific TechMate login credentials. Note that the User Name is associated to the estimator’s login identifier within TechMate. These credentials are passed to the TechMate application when evoked through the Accounting Tools Menu.

Figure 9: Credentials dialog for TechMate

STEP 6: Update Personnel Setup records for Salespeople

Setup Area: MoversSuite Administration > Personnel > Personnel

If you wish to import and export identifiers for salespeople, then for each you must set their User ID within the Interface Mappings on their Personnel Setup record.

Figure 10: Personnel Setup > Interface Mapping

From the Salesperson’s Personnel Setup record > Interface Mapping tab, click Click here to add an Employee Interface Mapping.

Figure 11: Add Employee Interface Mapping dialog

Set the values on the Employee Interface Mapping for salespeople as indicated in the following table. Note that the User ID within the Add Employee Interface Mapping must match the Salesperson ID in TechMate.

STEP 7: Create a Queue Service Server record.

Setup: MoversSuite Administration> Queue Service > Queue Service Server Setup

This step supports the automated download process.

NOTE: Step 7 in these TechMate Automated Integration Setup instructions is different from the Step 7 in the instructions for TechMate Manual Integration Setup.

From MoversSuite Administration> Queue Service > Queue Service Server Setup, at the top of the screen click Click here to add a new Queue Service Server.

Figure 12: Click to add a new Queue Service Server Setup record

When clicked, the New Queue Service Server screen appears. Create the following record by entering the information shown and detailed on the technical table below. When all the information in entered and added, the final record will look like the image below:

Figure 13: The final Queue Service Server Setup record for TechMate

After entering the values in the table above, Choose Click here to add a new Queue Service Server Queue to open the Add Queue Service Server Queue screen.

Three Queue Service Server Queues must be added. Each one is detailed below with the information that needs to be entered and an image of the corresponding record after it is added. The choice of Queue Type will determine which fields are available.

1. Request Queue:

2. Retry Queue:

3. Error Queue:

RELATED INFORMATION

TechMate Moving from Manual to Automated Setup

TechMate Automated Process