TechMate Integration Setup

The following table contains the MoversSuite Administration setup areas that affect TechMate Integration. Steps for initial setup are also listed.

Steps for initial setup:

1. Notify TechMate regarding integration with MoversSuite; obtain Item Codes and estimator login IDs

2. Setup a “TechMate” vendor in XML Interface Setup

3. If a new branch is needed to report under, create it within Branch Setup

4. Verify that the ThirdParty folder contains the TechMate application and configuration files

5. Create import/export folders as needed and update the TechMate Integration Configuration File

6. Update the config.xml file in the ThirdParty folder to run the TechMate executable

7. Add needed Note Type records using Note Type Setup

8. Update Personnel Setup records to reference the estimator’s login to TechMate

9. Create the TechMate system record and Data Type Map needed in XML System Setup

10. Verify that all needed Material Type Setup records are defined (optional)

11. Create needed XML Item Code Setup records based on supported TechMate Item Codes

TechMate setup areas:

Setup

Description

Material Type Setup

Define materials in MoversSuite that are supported by TechMate.

Items defined in this setup are available through the Material Type field in XML Item Code Setup for the purpose of having TechMate support codes link to Update Containers, Packing and Unpacking; this allows users to set actual counts for these items.

Note Type Setup

Create three (3) Note Type records for the following Van Line Code values to support the TechMate import process.

Van Line Code

TMCustomer

TMEstimate

TMSurvey

Personnel Setup

Estimators must link to TechMate user ID through the Interface Mapping tab. Add the TechMate Interface Item and set the User ID to the estimator’s TechMate login identifier.

TechMate Integration Configuration File

Update the TechMate configuration file to reference the TechMate web service and the location of the import and export file folders.

Third Party Applications Menu Setup

Add TechMate processes to the Third Party Applications Menu listing.

Update the configuration to run the TechMateIntegration application by setting the following items within the config.xml file saved to the ThirdParty folder under the MoversSuite installation folder.

Config.xml:

MenuItem	ApplicationName
Import from TechMate	TechMateIntegration.exe –import
Export to TechMate	TechMateIntegration.exe -export

The above assumes that the TechMateIntegration.exe file exists in the ThridParty folder along with corresponding XML configuration files.

XML Interface Setup

Create a record with Vendor Name set to “TechMate”.

This record is referenced by other setup areas to link them all together for integration.

XML Item Code Setup

Link MoversSuite Item Codes to supported TechMate Item Codes.

Create unique records with the XML Interface field set to “TechMate” for each supported TechMate code set as the XML Item Code, then link the record to MoversSuite Item Code records (Item Code Setup) by setting the Item Code field.

Optionally, set the Material Type to a support type (defined in Material Type Setup). This allows the type to be available to assign estimated and actual packing counts to through Update Containers, Packing and Unpacking.

XML System Setup

Define a TechMate system for the TechMate Interface.

Create a record with the following data:

Field	Value
Interface	“TechMate”
Internal System	“TechMate”
External System	“TM”
XML System Data Type Map	“TechMate Order Information” Set the XML System Data Type to “Order Information” and check the “Clear previous XML errors before reprocessing” flag.