How to Configure the ServiceLink (AssetShield) Import

Please follow the steps below to set up the AssetShield (ServiceLink) import:

Important NOTE: Be sure to set up ServiceLink as a 'Client Company' first - Click HERE for instructions

1. Hover over the Admin tab
2. select the General option
3. Select Auto Import - Work Orders under the Application Options
   
4. Press Setup New Import
5. Choose the option AssetShield (ServiceLink) in the "Import From" dropdown menu
6. Select the client company you want to utilize for these orders in the Client Company drop-down menu
7. Enter the Vendor ID that Servicelink has provided you
   1. This is generally a 5 digit number that starts with the number 2
8. No Password is needed for this import
9. Alert Email - (This field is optional) If an email address is entered here you will receive an email when orders are ready to be imported or if there is an error with the import itself
10. Friendly Name - (This field is optional) This is another way for you to reference this import, and this will only display on the import queue screen
11. Skip Comments - (This field is optional) If this option is set to yes, then any comments present on the order in the client's system will NOT import, if this option is set to no then any comments present on the order in the client's system will import into PPW
12. Skip Line Items - (This field is optional) If this option is set to yes, then any line items present on the order in the client's system will NOT import, if this option is set to no then any line items present on the order in the client's system will import into PPW
13. Set Category - (This field is optional) If you set a category here, then when orders import they will import with this category associated to the order
14. State Filter - (This field is optional) If a state is selected here, only orders for that state will be imported into PPW
15. Discount % for this Import - (This field is optional) If a discount percentage is entered here, then any orders imported through this import will have this discount percentage present on the invoice page
16. Set the "Active" option to "Yes" 
17. Click the "Save" button

18. You will then have to contact PPW to have the import validated - please submit a ticket to [e-mail] for assistance with this!

19. Please NOTE: Make sure to contact ServiceLink and let them know you are using PPW so that they can check the 'PPW' box in your Vendor Profile!

• Lastly, after the import is set up, if you go to the import queue page in PPW, you will notice that the "Check Now" button is greyed out. This is by design
  • ServiceLink sends the orders to PPW one time only, so as soon as PPW receives the order from the ServiceLink Asset Shield system it will show in the import queue as ready to be processed, so the check now button does not apply to this import due to how the import works behind the scenes!