How to Configure the Five Brothers Import

Please follow the steps below to set up the Five Brothers import:

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

Also Important - Five Brothers has separate login credentials for each State that you cover.  You would need to set up separate Imports for each of these States.  Feel free to reach out to us if you have questions!

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 Five Brothers - API 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 Five Brothers FiveContractor portal with
8. Enter the password that you use to log into the Five Brothers FiveContractor portal with
   The following options (9-15) are optional and do not need to be set
9. 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
10. Friendly Name - This is another way for you to reference this import, and this will only display on the import queue screen
11. 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
12. 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
13. Set Category - If you set a category here, then when orders import they will import with this category associated to the order
14. State Filter - If a state is selected here, only orders for that state will be imported into PPW; if left blank then "All States" will be considered
15. 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
16. Set the "Active" option to "Yes" 
17. Click the "Save" button