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Add new vendor integration setting

The integration enables the automation of data transfers between IWRS and various vendor data providers. Currently, IWRS supports the exchange of shipment data with the vendors' SFTP file servers.

To establish the shipment data providers for your study in IWRS, you add the respective vendors to the list of integrations and enable the order or dispatch file exchange with them.

To add a new vendor integration setting
  1. In the IWRS application header, select the INTEGRATION tab.

  2. From the left pane, select the Integration Setting subtab.

    Accessing integration setting
    Figure 1. Accessing integration setting

  3. On the Integration Setting page that opens, from the workspace toolbar, select New Item add_new_icon.png.

    Adding new integration setting
    Figure 2. Adding new integration setting

  4. In the New dialog that appears, complete the vendor configuration as explained in the following table.

    Adding new vendor details for integration
    Figure 3. Adding new vendor details for integration

    Tip

    In the following table, mandatory elements are marked with an asterisk (*).

    Element

    Details

    Vendor Name*

    Select the vendor with whom you want to establish data exchange integration.

    The vendors available for integration are configured by EDETEK administrators. Contact your administrator if you need to establish an integration with the vendor who is not on the list.

    Enable Order Integration

    Select or clear the checkbox as follows:

    • Select the checkbox to establish the order integration with the vendor for the system to send the order file generated for all the supply shipments in IWRS to the vendor's server.

    • Clear the checkbox if you do not want to establish the order integration with the vendor.

    Enable Dispatch Integration

    Select or clear the checkbox as follows:

    • Select the checkbox to establish the dispatch integration with the vendor for the system to extract the dispatch file on the depot shipments from the vendor's server.

    • Clear the checkbox if you do not want to establish the dispatch integration with the vendor.

    SAVE

    Select save_button_white_red.png to apply the implemented changes.

    CANCEL

    Select cancel_button_white_blue.png to discard the changes without saving, close the dialog, and return to the Integration Setting page.

Once saved, the new vendor is added to your study in IWRS. You can now configure the order integration setting or the dispatch integration setting for this vendor.