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How to Setup an NFR - Property Preservation Integration

1. Create the Integration in Pruvan Online

  1. Click the Integrations page on left menu bar
  2. Click the 'New' button
  3. Integration Type:  NFR Interface - Property Preservation
  4. Integration Label: NFRPP
  5. Customer: National Field Representatives (this is optional for your record keeping only)
  6. Active = Yes
  7. Hit the 'Next' button

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2. Setup Connection

  1. Enter your NFROnline ID
  2. Enter your NFROnline username
  3. Enter your NFROnline password
  4. Click the Validate button
    • This should result in a green 'Success' 
  5. Click Next

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3. Configure Settings

  1. Optional - Change the Default Assign To field to your Username from the drop down menu
  2. Hit Save

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4. Refresh Your Integration and Import your Orders

  1. Under the Action column click the Refresh button to import existing orders into Pruvan
  2. A window will pop up so that you can see the progress of the import
    • Click the Refresh button on this window to see updates to the import log
  3. Close the import window when the import is complete

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Congratulations you are ready to go!  Check out the other articles in this section to see what else you can do with your NFR-PP integration.

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