Ideally, a salesperson creates leads for prospects in the Equus AssignmentPro system. Equus Integration allows the leads to get transferred to MoversSuite through an automated process utilizing MoversConnect. The fields that are imported by default into the MoversSuite application along with an Equus AssignmentPro import, are mentioned in the Equus Integration Lead Download Contents topic.
The order gets imported into the XMLOrderLink table of your MoversSuite database. After the automatic download, you can update the data, book the order, and manage other components of the record. A single order can be updated and re-uploaded to Equus AssignmentPro as many times as needed.
Information on the downloaded record along with any errors are captured within the Third Party Application Error Management.
Setup Information
Equus Integration Setup and Administration
Process Overview
Field Content and Requirement Information
Equus Integration Lead Download Contents
RELATED TOPICS:
Equus Integration Order Download
Equus Integration Order Upload
Third Party Application Error Management