Pushing SalesManager Maintenance Proposal (Assets, Customers, and Locations) to ServiceTrade

Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.

The Maintenance Proposal contains essential customer information like bill-to-customer address, work location address, and asset information. The chart below explains what entities relate to each other in SalesManager, formerly known as NorthBoundary, and ServiceTrade.

Step by Step Walkthrough

This walkthrough will show you how to push Maintenance Proposal information from SalesManager to ServiceTrade. It will also explain what gets sent and how to confirm it was successful.

1. In SalesManager, click Maintenance Mgmt.
2. On the Proposal List view, click on the relevant Maintenance Proposal.
3. Under the Asset Inventory Menu, click the Actions drop-down menu.
4. Click on Export Job to ServiceTrade and click OK.
   • Typically, you would perform this data puch once an Opportunity has been sold.

Workflow Details

When you click the Export Job to ServiceTrade button it will check the Company (Customer) and Location (Work Location) in ServiceTrade with the same Name and Street Address. If it DOES NOT find a matching Company and Location in ServiceTrade. Then, it will create a Location and Company Contact on the new Location and Company. It will use the primary contact in SalesManager.

If it DOES find a matching Company and Location name and address in ServiceTrade, it will map the assets in the inventory list to that Location. See details below.

Once the Company and Location creation process is complete or a match is found, all the Assets in the Maintenance Proposal's Inventory List will be created on the matching or newly created ServiceTrade Location. Read about Assigning Asset Types here.

Once the Assets are created on the Location, that ServiceTrade Asset ID is saved within the SalesManager Asset. So, next time you attempt to do an export action again on the same proposal, the already exported assets will not duplicate. It will only export newly created assets in the SalesManager Proposal on the matching ServiceTrade Location.

All active Assets are pushed at once, and you cannot pick and choose what Assets push from SalesManager to ServiceTrade. Only if an asset is marked Inactive in SalesManager will it NOT push to ServiceTrade.

The assets will be grouped in an Equipment Group asset called "Maintenance Plan".

The push currently does not recognize the quantity field in SalesManager. This means it will only push one asset to the ServiceTrade location, regardless of whether you have used the quantity field. Because of this, we highly recommend you don't use that field, and instead make copies of an asset to represent the quantity of assets of the same type.

The push also does not honor the Parent-Child relationship. This means the assets in ServiceTrade will not be parent and subassets if you had that setup in SalesManager.

Assigning Asset Types

If you do not select a ServiceTrade Asset Type for an Asset in SalesManager, that asset will be pushed to ServiceTrade as an "Other" Asset Type.

Follow the instructions below to set your SalesManager Assets ServiceTrade Asset Type mapping.

1. Click the wheel icon on the top right of the page.
2. Click the Maintenance Mgmt button on the Nav Bar.
3. Click the Asset Type Manager Button.
4. Click the down arrow next to the Asset Type Group you want to map.
   
5. Click Edit.
6. Click the Asset Types Tab.
7. Under the Asset Types List, select the asset you want to map.
8. Click the Details button.
9. Click the ServiceTrade Asset Type drop-down to search and select the ServiceTrade Asset Type.
   
10. Click Save when done.
11. Repeat Steps for all assets you want to map.

Customer and Asset Mapping

Customers and Contacts

Important Note: This will only import the ServiceTrade Company and Location Primary Contact. All additional contacts will need to be entered manually or exported from ServiceTrade and Imported into SalesManager.

Assets