instructions

ASSURANT FIELD ASSET
SERVICES INTEGRATION
Assurant Field Asset Services Integration
Table of Contents
Create a Assurant Field Asset Services Client ....................................................................................................... 2
Importing Orders .................................................................................................................................................. 4
Regular Import ............................................................................................................................................. 4
Full Refresh .................................................................................................................................................. 4
Default Assign To ......................................................................................................................................... 4
QA in Field .................................................................................................................................................... 4
Push Key ....................................................................................................................................................... 4
Data Mapping ....................................................................................................................................................... 5
Uploading Pictures ................................................................................................................................................ 6
Photo Relay .................................................................................................................................................. 6
Copyright (c) 2015 Pruvan, Inc. All Rights Reserved.
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Assurant Field Asset Services Integration
This document is a step-by-step guide on how to integrate your Pruvan account with the Assurant Field Asset
Services Driver.
Create a Assurant Field Asset Services Client
In order for your Work Orders to be downloaded from Assurant Field Asset Services to Pruvan, you need to
create a Pruvan Client record for Assurant Field Asset Services.
1.
2.
3.
4.
5.
6.
Login to your Pruvan account
Click Integrations
Click New
Enter a name for your client record, something like “AFAS”
Select Assurant Field Asset Services
Click Next
7. Enter your Assurant Field Asset Services Username
8. Enter your Assurant Field Asset Services Password
9. Click on Validate to test your login information
a. If it works, you should see the message: Success
10. Click Save
Copyright (c) 2015 Pruvan, Inc. All Rights Reserved.
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Copyright (c) 2015 Pruvan, Inc. All Rights Reserved.
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Importing Orders
Regular Import
To import your orders you will need to do the following:
1.
2.
3.
4.
Log in to your Pruvan account
Click on Integrations
Locate your AFAS integration
Click Import Orders
This will pop up the Import Log window. This will allow you to verify the status of your import. Once you see
‘Import Complete’ you can close the window and begin working on assigning those projects. Please note that
there is no ‘auto-import’ function with this driver.
Full Refresh
A full refresh allows you to ‘re-sync’ your Pruvan and AFAS accounts. What this will do is import all of your
AFAS orders and then delete any excess AFAS orders that are in Pruvan. To complete a Full Refresh do the
following:
1.
2.
3.
4.
5.
Log in to your Pruvan account
Click on Integrations
Select your AFAS integration
Click Edit
Click Full Refresh
Default Assign To
You can optionally set a Pruvan sub-user to be assigned to new orders on import. Please note, existing orders
will not be assigned if imported again.
QA in Field
You can determine if you want to do QA in the field or from the Pruvan web site. If you set QA in Field to yes,
then when the user presses the complete button on Pruvan Mobile, the photos will automatically be
published to AFAS. If you set QA in Field to no, then the photos can be published from the Pruvan web site.
Push Key
The push key can be used as an alternative to pushing the Import Orders button. To use the push key you
would simply copy all of the text and paste it in to your browser’s address bar. If the call is made successfully
you will see “{success:true, error: null}”, otherwise there will be an error listed. This will do the same thing as
pushing the Import Orders button for your integration. You can bookmark this site and open it anytime you
want to import orders, or use it to programmatically import orders.
Copyright (c) 2015 Pruvan, Inc. All Rights Reserved.
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Data Mapping
Your new AFAS work orders should appear as Pruvan Projects in the Projects page. The table below shows
the data mapping between Assurant Field Asset Services and Pruvan.
Assurant Field Asset Services
Work Order
Order Number
Address
City
State
ZIP
Due
Pruvan
Project
Project Name
Address
City
State
ZIP
Due Date
Service
Service
Service Name
Copyright (c) 2015 Pruvan, Inc. All Rights Reserved.
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Uploading Pictures
Photo Relay
Depending upon your profile options and your QA in Field setting, your photos will relay to Assurant Field
Asset Services. They will be visible in the Assurant Field Asset Services FAStrack web portal under the specific
project and task for which they were taken. More on Profile Options can be found here.
Copyright (c) 2015 Pruvan, Inc. All Rights Reserved.
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