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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 'Integrations' on the left Menu bar
  3. Click 'New' button
  4. For the Integration Type enter "First Allegiance"
  5. For the Integration Label enter "FA"
  6. Optional - add Customer info as First Allegiance, Click Next
  7. Enter your Username and Password for the First Allegiance system
  8. Click Validate at the bottom of the screen and if you get a green "Success" you can Save the integration
  9. Hit the Next button
  10. In the Default Assign To field - select your Username
  11. Hit Save

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

 

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