PRUVAN SUPPORT CENTER

Follow

How To Set Up A First Allegiance Integration

Create the FA Integration in your Pruvan Account

  1. Log in to Pruvan Online with your Pruvan Master Username 
  2. Click 'Clients / Integrations'
  3. Select 'Configure'
  4. Click 'New'
  5. For the Client Name enter "First Allegiance"
  6. For the Client/Integration Code enter "FA"
  7. Click the Integration Type dropdown and select "First Allegiance"
    setupIntg1.png
  8. Enter your First Allegiance username
    • This is the username you use to log into the First Allegiance website
  9. Enter your First Allegiance password
  10. Click Validate at the bottom of the screen and if you get a green "Success" you can Save the integration

setupIntg2.png

Make sure to Refresh the new First Allegiance integration to pull in all your work orders into Pruvan!

refreshIntg.png

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments