How to build Data Exchange for ServiceTrade <> Spectrum

NOTE: This article is one piece of a larger process. DO NOT proceed unless you were directed here from another article, and you're setting up for ServiceTrade.

After you have completed Part 1: Operator Maintenance, and most of Part 2: Data Exchange in the article titled How to set up your Spectrum Data Exchange URL and ID, you can proceed.

ServiceTrade <> Spectrum

Only applicable to ServiceTrade customers.

  1. After you click [Build] on the previous screen, you will be presented with the screen below. Click the down arrow, select AccountsReceivable, then click [Go].

  2. Select ARMultiLineInvoice and AddCustomer from the Web Service Library on the left, click [Select >] to move them to the Authorized Web Services list on the right. Click [OK].

  3. Click [OK] to save the record.

  4. Repeat the same process for JobCost and add AddJob and AddPhase to the build.
  5. Repeat the same process for WorkOrder and add AddWOSiteAddress to the build.
  6. Your data exchange build should look like this after completing the above steps. Click [OK] to save the record.

  7. Return to How to set up your Spectrum Data Exchange URL and ID and proceed with Part 3: Data Exchange URL.