How to Set Up a Pruvan Share Integration

Quick Start

1. Log in to Pruvan Online with your Pruvan Master Username 
2. Click  Integrations on the left side menu
3. Under the connect to your Work Provider section click the dropdown and select Pruvan Share, then click Setup
   
   
   
   
4. For the Integration Label enter a description of the Order Source ("XYZ's Pruvan Account" for example) and then enter the client name under the Customer field then click Next.
   
5. Next you will need to enter the Sub-username and password provided to for the related Pruvan Account Order Source.   
   
6. Click Validate at the bottom of the screen and if you get a green "Success" you can Save the integration
   • If you get an error then you will need to verify the credentials are correct and re-enter them into the integration
   • Reset your password for your Sub-user using our Forgot Password Link
7. Click Next
8. If you would like the imported orders to auto assign to a username select that username from the Default Assign To dropdown
   
9. Once you have finished configuring the integration click Save
10. Click the Refresh button on the right side of the screen to import any orders already assigned to you in the client's Pruvan account. You will only need to do this after setting up the integration. All new orders will auto import.