Configuration

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Using the BirdDog system with B2B Gateway as a provider for EDI is relatively simple, although it will require some setup. Some of this will be done with B2B Gateway, some of it will be local. B2B will provide you with an access token that we'll plug in step 3.

1. Customer Mapping

Before you can go any further, you will first need to coordinate with B2B Gateway and give them the customer numbers for each of the trading partners that you've set up in BirdDog or Macola. You should never receive an order from a customer that is not already on this list; if you do, something has gone wrong on the B2B Gateway side.

2. Item Mapping

Now that you have the customers mapped, you'll need to do the same for the items. If your customer uses your item numbers on their purchase orders then there is nothing to do. If they use something different, then it will need to be configured in Customer Items in Macola Order Entry.

3. Software Setup

Enterprise

Connector Setup

  • On your Enterprise site, navigate to System Management | Connector Accounts and add a new B2B Gateway.
  • Plugin the access token that you were provided.

Job Setup:

On your Ecommerce site, navigate to System Management | Automation | Jobs and add a new "Run Connectors" job. This job is the primary method of communication between your system and B2B Gateway. Here you can edit the job schedule to determine how frequently you want the system to communicate.

At this point, setup is complete. As long as the Job Master service is running, the system will automatically reach out to the B2B Gateway and download any new orders from your trading partners to your system as well as pushing up new order data to the web service (such as invoice numbers or tracking numbers, for example.)

Enterprise for Windows

Connector Setup

In the Enterprise for Windows program, navigate to Maintain | Setup | Connectors Account.

Here, you need to Add a new B2B Gateway. Plugin the access token that you were provided and Save. We have also included a field for you to plugin the email address you wish to receive notifications of the action taken (e.g., "3 Orders downloaded, 2 Invoices uploaded, 3 Customers updated.")

Job Setup

To automate this process, you need to have our Job Master service running. Then, navigate to Maintain | Jobs and Schedule a new "Run Connectors" job. Edit the job schedule to determine how frequently you want the system to communicate and click on Save. You do not need to populate any Service Data. This job will be the primary method of communication between your system and B2B Gateway.



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