How to Configure the Spectrum PPW Import and Relay Photos and Form Results

When to use this import:  Spectrum Solutions has provided you with a PPW username & password AND you have your own PPW Admin account that you are paying for monthly.

Important NOTE: Be sure to set up the work provider 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 of PPW Link - Property Pres Wizard-v2 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 login name that you use to log into the client's system with
8. Enter the password that you use to log into the client's system with
9. The PPW Link URL will default to "https://propertypreswizard.com/", leave this as is.
   The following options (10-16) are optional and do not need to be set
10. Alert Email - 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
11. Friendly Name - This is another way for you to reference this import, and this will only display on the import queue screen
12. Skip Comments - 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
13. Skip Line Items - 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
14. Set Category - If you set a category here, then when orders import they will import with this category associated to the order
15. State Filter - If a state is selected here, only orders for that state will be imported into PPW.  Leaving this 'blank' will import ALL orders, regardless of the State
16. Discount % for this Import - If a discount percentage is entered here, then any orders imported through this import will have this discount percentage present on the invoice page
17. Set the "Active" option to "Yes"
18. Import Job Notes - If set to "Yes" the job notes present in the client's PPW account will import with the order and show in the job notes section of the order in your PPW account as well
19. Click the "Save" button

Finally - Click HERE to see How to use the "Send Results" feature to relay all photos and forms back to Spectrum via your PPW Link connection.