Service Pro Connector

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Links MSI Data's Service Pro to your Sage 100 database

Uploads from ERP to Service Pro:

  • Salespeople
  • Customer
  • ShipTo
  • Items
  • Locations (Warehouses in Service Pro)
  • item / Locations (Item Warehouses in Service Pro)
Downloads from Service Pro to ERP:
  • Work Orders (Sales Orders in Macola)
Highly Recommended:
Special Instructions: Setting the Next Order Number Using Curl

In the event you need to change the next order number from Service Pro, use the following format. Make sure that you are using the PowerShell; this will not work in Command Prompt.

curl.exe -v -X POST 'https://spxtest.net/service/api/SystemCounters/UpdateCounter' --data '{"Name":"OrderNumber","Counter": XX}' --header "Accept: application/json" --header "Content-Type: application/json" --header "APIKey: ..." --header "SK: ..."

The XX listed above would be the number you want to change this to. Next to APIKey and SK are ... - you should have this data already.

 

How It Works

The BirdDog Service Pro Connector monitors your ERP for changes (add, change, or delete) and sends that to Service Pro:

  • Locations
    • Van - Initially false. Can then be maintained in Service Pro after it has been uploaded
  • Items - Items are sent to Service Pro based on their Item Type which can be configured in BirdDog: 
    • Inventory
      • Item No -> Item Number
      • Item Description -> Description
      • Default Location -> Default Warehouse
      • Taxable -> Taxable
    • Task
    • Service Tech
      • Item No -> Service Tech Number
      • Item Description -> Service Tech Name
      • Default Item / Location Price -> Standard, Overtime, and Special Rate
      • Default Item / Location Cost -> Standard, Overtime, and Special Cost
      • Taxable -> Taxable
      • On Staff - Initially true. Can then be maintained in Service Pro after it has been uploaded
      • Show On Schedule Board - Initially true. Can then be maintained in Service Pro after it has been uploaded
      • Pay Commission - Initially true. Can then be maintained in Service Pro after it has been uploaded
      • Specialties are managed in Service Pro
    • Inspection
      • Item No -> Inspection Number
      • Item Description -> Inspection Name
      • Item Description -> Description
      • Taxable -> Taxable
      • Default Item / Location Price -> Price
  • Item / Locations
    • Quantity On Hand
    • Price
  • Terms
    • Code -> Code Number
    • Description -> Description
    • Due Days -> Due Days
  • Sales Reps
    • Number - Number
    • Name - Name
  • Customers 
    • Cus No -> Customer Number
    • Name -> Name
    • Address -> Bill To
    • Terms Code -> Terms
    • Credit Limit -> Credit Limit
    • Also creates a corresponding Site in Service Pro
  • ShipTos
    • Code -> Ship To Number
    • Address -> Ship To
    • Also creates a corresponding Site in Service Pro
  • Contacts - Not currently uploaded

The BirdDog Service Pro Connector monitors Service Pro for Orders that have been Finalized and are not on hold; if orders meet these criteria, the connector brings them into your ERP:

  • Download from Service Pro to your ERP:
    • Orders (O Type)
    • Order Lines
Setting Up the Connector in Enterprise

Configuration Guide

To get the Service Pro Connector setup and running properly you will need to perform the following actions:

  1. Setup the Service Pro Connector
  2. Assign the Task type to any items in Macola that should be uploaded as Tasks instead of Inventory
  3. Run Connectors to push initial data from Macola up to Service Pro
  4. Setup a job to automate pushing subsequent Macola changes up to Service Pro and downloading orders from Service Pro to Macola 

Service Pro Configuration

Note that when running, the connector does a 1 to 1 mapping of Service Pro work order numbers to Macola sales order numbers. This means that you will need to have MSI Data set the the next work order number in Service Pro appropriately to prevent data collisions.

Setup the Service Pro Connector

To configure a BirdDog website to use Service Pro, you need:

  1. Go to System Management > System > Connector Accounts
  2. Click Add
  3. Enter your Service Pro Credentials
    • Type: ServicePro should be selected in this dropdown list.
    • API Key: 36 character guid. Service Pro should provide this.
    • SK: Secret Key. Very long encrypted string value. Service Pro should provide this.
    • Service Pro URL: Service Pro should provide this.
    • Notify Email: Email address to receive activity reports from the connector.
  4. Once you are satisfied with your setup, click Save.

Assign Service Pro Item Type

By default, all Items in Macola will be considered Inventory Items and uploaded to Service Pro as such. Any items in Macola that will be used for billing Tasks, Service Techs, or Inspection will need to have their Item Type set appropriately so they can be billed correctly.

  1. Go to Warehouse Management > Items
  2. Search for the Item
  3. Click Edit
  4. Set the Item Type on the Item Setup tab

Create the Job

To ensure a BirdDog website connects properly to the provided Service Pro URL, you will need to:

  1. Go to System Management > Automation > Jobs
  2. Click on the Add Job button
  3. Select Run Connectors and Add.
  4. Schedule the job according to how frequently you want it to run (for example, every hour or at a certain time each day.)
  5. Save.

Check for Downloaded Orders

  1. Once the Job has run, any downloaded orders will be assigned to the appropriate customer.
  2. Click on Change Customer at the top and Select the customer you wish to review.
  3. Navigate to Customer Service | Open Orders.
  4. Click on the link for the order.

 

Setting up the Connector in Enterprise for Windows

Configuration Guide

To get the Service Pro Connector setup and running properly you will need to perform the following actions. Note that this presumes you are uploading to a completely blank Service Pro database.

  1. Setup the Service Pro Connector
  2. Assign the Task type to any items in your ERP that should be uploaded as Tasks instead of Inventory
  3. Run Connectors to push initial data from your ERP up to Service Pro
  4. Setup a job to automate pushing subsequent your ERP changes up to Service Pro and downloading orders from Service Pro to your ERP

Service Pro Configuration

Note that when running, the connector does a 1 to 1 mapping of Service Pro work order numbers to Macola sales order numbers. This means that you will need to have MSI Data set the the next work order number in Service Pro appropriately to prevent data collisions.

Setup the Service Pro Connector

To configure Enterprise for Windows to use Service Pro, you need:

  1. Go to Maintain > Setup > Connector Accounts
  2. Click Add
  3. Enter your Service Pro Credentials
    • Type: ServicePro should be selected in this dropdown list.
    • API Key: 32 (36 with formatting) character guid. Service Pro should provide this.
    • SK: Secret Key. Very long encrypted string value. Service Pro should provide this.
    • URL: Service Pro should provide this.
    • Notify Email: Email address to receive activity reports from the connector.
  4. Once you are satisfied with your setup, click Save and then Close.

Assign Service Pro Item Type

By default, all Items in your ERP will be considered Inventory Items and uploaded to Service Pro as such. Any items in your ERP that will be used for billing Tasks, Service Techs, or Inspection will need to have their Item Type set appropriately so they can be billed correctly.

  1. Go to Maintain > Items
  2. Search for the Item
  3. Once the item has properly populated, navigate to the Integrations tab using the left/right arrow buttons on the tab level
  4. Set the Service Pro Type on the Integrations tab and click on OK

Run the Service Pro Connector Manually

During initial configuration and anytime you want to force the process after that you can run the connector manually:

  1. Enterprise for Windows > Processes > Run Connectors

Create the Job

To ensure BirdDog keeps the data flowing between Macola and Service Pro automatically you will need to:

  1. Go to Maintain > Jobs
  2. Click on the Schedule New Job button
  3. Select Run Connectors in the Job dropdown list
  4. Schedule the job according to how frequently you want it to run (for example, every hour or at a certain time each day.)
  5. Save.