ASSURANT FIELD ASSET SERVICES INTEGRATION

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1 ASSURANT FIELD ASSET SERVICES INTEGRATION

2 Assurant Field Asset Services Integration Table of Contents Create a Assurant Field Asset Services Client... 2 Importing Orders... 4 Regular Import... 4 Full Refresh... 4 Default Assign To... 4 QA in Field... 4 Push Key... 4 Data Mapping... 5 Uploading Pictures... 6 Photo Relay... 6 Copyright (c) 2015 Pruvan, Inc. All Rights Reserved. P a g e 1

3 Assurant Field Asset Services Integration This document is a step-by-step guide on how to integrate your Pruvan account with the Assurant Field Asset Services Driver. Create a Assurant Field Asset Services Client In order for your Work Orders to be downloaded from Assurant Field Asset Services to Pruvan, you need to create a Pruvan Client record for Assurant Field Asset Services. 1. Login to your Pruvan account 2. Click Integrations 3. Click New 4. Enter a name for your client record, something like AFAS 5. Select Assurant Field Asset Services 6. Click Next 7. Enter your Assurant Field Asset Services Username 8. Enter your Assurant Field Asset Services Password 9. Click on Validate to test your login information a. If it works, you should see the message: Success 10. Click Save Copyright (c) 2015 Pruvan, Inc. All Rights Reserved. P a g e 2

4 Copyright (c) 2015 Pruvan, Inc. All Rights Reserved. P a g e 3

5 Importing Orders Regular Import To import your orders you will need to do the following: 1. Log in to your Pruvan account 2. Click on Integrations 3. Locate your AFAS integration 4. Click Import Orders This will pop up the Import Log window. This will allow you to verify the status of your import. Once you see Import Complete you can close the window and begin working on assigning those projects. Please note that there is no auto-import function with this driver. Full Refresh A full refresh allows you to re-sync your Pruvan and AFAS accounts. What this will do is import all of your AFAS orders and then delete any excess AFAS orders that are in Pruvan. To complete a Full Refresh do the following: 1. Log in to your Pruvan account 2. Click on Integrations 3. Select your AFAS integration 4. Click Edit 5. Click Full Refresh Default Assign To You can optionally set a Pruvan sub-user to be assigned to new orders on import. Please note, existing orders will not be assigned if imported again. QA in Field You can determine if you want to do QA in the field or from the Pruvan web site. If you set QA in Field to yes, then when the user presses the complete button on Pruvan Mobile, the photos will automatically be published to AFAS. If you set QA in Field to no, then the photos can be published from the Pruvan web site. Push Key The push key can be used as an alternative to pushing the Import Orders button. To use the push key you would simply copy all of the text and paste it in to your browser s address bar. If the call is made successfully you will see {success:true, error: null}, otherwise there will be an error listed. This will do the same thing as pushing the Import Orders button for your integration. You can bookmark this site and open it anytime you want to import orders, or use it to programmatically import orders. Copyright (c) 2015 Pruvan, Inc. All Rights Reserved. P a g e 4

6 Data Mapping Your new AFAS work orders should appear as Pruvan Projects in the Projects page. The table below shows the data mapping between Assurant Field Asset Services and Pruvan. Assurant Field Asset Services Pruvan Work Order Order Number Address City State ZIP Due Service Project Project Name Address City State ZIP Due Date Service Service Name Copyright (c) 2015 Pruvan, Inc. All Rights Reserved. P a g e 5

7 Uploading Pictures Photo Relay Depending upon your profile options and your QA in Field setting, your photos will relay to Assurant Field Asset Services. They will be visible in the Assurant Field Asset Services FAStrack web portal under the specific project and task for which they were taken. More on Profile Options can be found here. Copyright (c) 2015 Pruvan, Inc. All Rights Reserved. P a g e 6

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