TechMate Integration

 

MoversSuite integrates with TechMate allowing estimates generated in TechMate FirstMate to import directly into Revenue Import as a Distribution Import. Likewise, MoversSuite packing counts can be exported to TechMate for estimation and then returned through the import process.

 

There are two options available for the using the TechMate integration:

 

1.    TechMate Automated Process works to automatically export files to and download import files from TechMate. No manual processing to export or import the files is required.  

 

2.    TechMate Manual Process which requires manual export and imports through the use of the  Third Party Applications Menu.

 

It is possible to have both processes setup for use. If your company is already setup and using the TechMate Manual Process and wishes to now use the TechMate Automated Process, just setup the automated process using the TechMate Automated Integration Setup. If your company is already using the TechMate integration, use TechMate Moving from Manual to Automated Setup.

 

Usage Information

TechMate Integration Usage Information

TechMate Automated Process

TechMate Manual Process

 

File Record Layout

TechMate Record File Layout

 

Setup Information

TechMate Automated Integration Setup

TechMate Manual Integration Setup

TechMate Moving from Manual to Automated Setup

TechMate Supported Carton and Distribution Codes

TechMate Document Download Setup

 

RELATED TOPIC:

Distribution Import

Invoicing

New Complete Invoice

Revenue Import

Summary

Transactions