MoversSuite supports an integration with Wheaton Van Lines. This integration currently consists of the ability to manually send a lead in MoversSuite to Wheaton. Once successfully imported by Wheaton, users on the Wheaton system can update and book the order. Changes made on the Wheaton side can be manually pulled back into MoversSuite.
The following functions are available to users, after proper setup.
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Tools Menu Function |
Description |
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Wheaton – Send Lead |
Available through the Tools Menu on leads in MoversSuite, this function allows you to send the lead to Wheaton.
NOTE: Once the order is booked on the Wheaton side, the Order Number from Wheaton along with the Booked Date automatically reflect in MoversSuite.
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Wheaton – Download Updates |
Available through the Tools Menu on previously sent leads, this option allows you to pull in updated information from Wheaton into MoversSuite. |
Status updates and error messages that may occur display at the bottom of the Name, Address, Phone tab and within the Third Party Application Error Management screen.
Process Overview
Setup Information
Wheaton Integration Setup and Administration
Content Information