MoversSuite Field

Administrative Reference and Mappings

Branch Setup: The Branch ID must be manually entered through MSO&ISales and must match to the Branch ID in MoversSuite.

Contacts and Locations

Last Name/Company Name

First Name/MI

Estimate Number

Job identifier from MSO&ISales

Project Manager

Personnel Setup: Maps to Labor Type of “Project Manager”

Contacts (can have multiples)

Contact

Title

Company

Email

Phone Number and Extension

Shipper Phone Type Setup: Maps to an Interface Item with “MAIN” as the External Code.

Mobile Number

Shipper Phone Type Setup: Maps to an Interface Item with “MOBILE” as the External Code.

Fax Number

Shipper Phone Type Setup: Maps to an Interface Item with “FAX” as the External Code.

Address (lines 1-3)

City

State

Country

Postal Code

Locations (two records imported one for Origin and one for Destination)

NOTE: MoversSuite can only record a single Origin and/or single Destination location during imports from MSO&ISales. Further, MoversSuite recognizes the first Origin and Destination location that come down. Any subsequent locations that come down will be assigned as an “Other” location.

Description

Cross Street

Service Entrance

Site Note

Location Address Type

Address Location Type Setup: Maps to an Interface Item for a supported External Code, such as “ORIG” and “DEST” for the Origin and Destination addresses or “OTHER” for any extra locations that are needed.

Address (lines 1-3)

City

State

Country

Postal Code

Job Information

Created On

Set to the date and time the record was imported into MoversSuite. The Created By user shows as “External Application” when viewing Order History.

Commodity

Commodity Setup: Maps to an Interface Item for a supported External Code, such as “O&I”. 

Job Start Date

Job End Date

Head Count

Client Notes

Operational Notes

Local Services (Office & Industrial)

NOTES:

•      Multiple services can import.

•      The Local Service Status is set to “Idle” upon import.

Operational Plan

Service

Local Service Type Setup: Maps to an Interface Item for supported External Code, such as “Standard (Shuttle)”. Must be available for the specified Branch.

Service Date

Service Time (first time field)

Hours per Man

Labor Request

Labor Type Setup: Maps to an Interface Item for supported External Code, such as “Driver”. Must be available for the specified Branch.

Equipment Request

Equipment Type Setup: Maps to an Interface Item for supported External Code, such as “Lift Gate”

Service Instructions

Origin Location

Links to the single Origin location set through Contacts and Locations.

NOTE: MoversSuite can only record a single Origin location during imports from MSO&ISales. Further, MoversSuite recognizes the first Origin location that comes down. Any subsequent locations that come down will be assigned as an “Other” location.

Destination Location

Links to the single Destination location set through Contacts and Locations.

NOTE: MoversSuite can only record a single Destination location during imports from MSO&ISales. Further, MoversSuite recognizes the first Destination location that comes down. Any subsequent locations that come down will be assigned as an “Other” location.

Quote

NOTE: Multiple groups and details lines can import.

Status

Can be any defined within Quote Status Setup. If not specified, then it will default to “Accepted”.

Quote Group

Description

Amount

Quote Detail

Item Code

XML Item Code Setup: Maps to a specific XML Item Code value

Description

Based on the Item Code

Rate Type

Rate Type Setup: Maps to an Interface Item for supported External Code, such as “PerManPerHour”

Quantity 2

Quantity 1

Rate

Charge

Note