PartsTrader - 1place Integration - How To's

Overview

The PartsTrader LIVE Integration provides a connection between 1place and PartsTrader, allowing suppliers to exchange parts information, pricing, availability, quotes, and Sales Orders through the PartsTrader platform.

The integration can:

• Store PartsTrader Customer IDs - PartsTrader Customer IDs can be stored in 1place on the Customer Detail > API tab to associate PartsTrader customers with their corresponding 1place customer records.
• Automatically Quote In-Stock Items - Items that are in stock can be automatically quoted on the PartsTrader platform without requiring users to manually quote each item.
• Automatically Receive PartsTrader Quotes - When enabled, quotes generated through PartsTrader can be automatically received into 1place.
• Automatically Receive PartsTrader Sales Orders - Sales Orders submitted through PartsTrader can be automatically received into 1place.

PartsTrader supports two integration types:

• Wholesale
• Retail

The setup requirements are generally the same for both types. Before beginning the setup, confirm with PartsTrader whether the customer will be using Wholesale or Retail so that the correct integration can be configured.

The PartsTrader integration uses an API connection and does not require FTP/File Transfer configuration.

Startup and Monthly Costs

The PartsTrader LIVE Integration has the following costs:

• Startup Cost - $1,200 one-time setup fee.
• Monthly Cost - $120 per month for hosting, support, and updates.

Before You Begin

Before setting up the PartsTrader integration, make sure the following requirements have been completed.

PartsTrader Account

The customer must have a PartsTrader account.

If the customer is already using PartsTrader and is migrating to 1place, they should notify PartsTrader that they are migrating to 1place.

Confirm Integration Type

Confirm with PartsTrader whether the customer will be using:

• PartsTrader Wholesale
• PartsTrader Retail

The correct integration type must be configured based on the customer's PartsTrader account.

API Credentials

The customer must generate the API credentials required for the PartsTrader integration.

Provide 1place Customer Support with the following information:

• API Username
• API Password
• Supplier ID
• Account ID
• API Key

These credentials are required by 1place Customer Support to complete the internal API setup.

ECOM Orders User

Before setting up the PartsTrader integration, create a 1place user named ECOM Orders.

This user is used to identify orders that are automatically received through eCommerce integrations. Orders received through PartsTrader will use ECOM Orders in the Created / Added By User setting.

This makes it easier to distinguish integration-generated orders from orders manually created by a 1place user.

Important: Use the exact user name ECOM Orders so that orders received through the integration can be easily identified.

PartsTrader Account and Integration Setup

The PartsTrader integration requires coordination between the customer, PartsTrader, and 1place Customer Support.

1. Contact PartsTrader

Send an email to:

supplierinventory@partstrader.us.com

Contact PartsTrader to begin the supplier integration process.

At this time, confirm whether the customer will be using Wholesale or Retail.

If the customer is migrating from another system to 1place, inform PartsTrader that the customer is migrating to 1place.

2. Log In to the PartsTrader Portal

Log in to the customer's PartsTrader Portal.

Use the portal to complete the required PartsTrader account setup and obtain the information needed for the 1place integration.

3. Generate PartsTrader API Credentials

Generate the API credentials required for the integration.

Provide 1place Customer Support with:

• API Username
• API Password
• Supplier ID
• Account ID
• API Key

1place Customer Support will use this information to complete the internal API configuration.

4. Set Up the PartsTrader Integration on 1place Servers

Performed by 1place Customer Support

1place Customer Support will configure the PartsTrader integration on the customer's 1place servers using the API credentials and account information provided by the customer.

5. Set Up the PartsTrader Integration Test

Performed by 1place Customer Support

1place Customer Support will configure the PartsTrader integration test in 1place.

This allows the integration to be tested before the customer begins processing live PartsTrader orders.

6. Create PartsTrader Test Pricing

Performed by 1place Customer Support

1place Customer Support will create the required PartsTrader test pricing using the 1place API.

The test pricing is created through:

api.1place.cloud/swagger

This provides the test environment with the pricing information needed to validate the PartsTrader integration.

7. Send Test Quotes from PartsTrader

Performed by 1place Customer Support

1place Customer Support will log in to the PartsTrader Portal and send test quotes.

The test quotes are used to verify that the PartsTrader integration is communicating correctly with 1place.

8. Configure PartsTrader in 1place

Once the initial PartsTrader account and API setup has been completed, go to:

Sales > Integrations > PartsTrader

The PartsTrader integration contains the following configuration sections:

• General Settings
• Part Type / Code Mapping
• Delivery Area Zip Codes
• Warehouses

Complete the required information in each section.

9. Configure General Settings

The General Settings tab contains the supplier information, contact information, fallback customers, delivery settings, inventory settings, order settings, and warranty information used by the PartsTrader integration.

Complete the settings based on the customer's PartsTrader account and business requirements.

Supplier and Company Information

• Supplier ID ForUs - Enter the supplier ID provided for the customer's PartsTrader account.
• Our Company Name - Enter the company's name.
• Our Street Address - Enter the company's street address.
• Our City - Enter the company's city.
• Our State - Enter the company's state.
• Our Zip Postal Code - Enter the company's ZIP or postal code.
• Our Phone Number - Enter the company's primary phone number.

Contact Information

• Our Contact FirstName - Enter the first name of the primary contact.
• Our Contact Last Name - Enter the last name of the primary contact.
• Our Contact Title - Enter the contact's job title.
• Our Contact Phone - Enter the contact's phone number.
• Our Contact Email - Enter the contact's email address.

Technical Contact Information

• Our Technical Contact First Name - Enter the first name of the technical contact.
• Our Technical Contact Last Name - Enter the last name of the technical contact.
• Our Technical Contact Title - Enter the technical contact's job title.
• Our Technical Contact Phone - Enter the technical contact's phone number.
• Our Technical Contact Email - Enter the technical contact's email address.
• Email Notification - Enter the email address that should receive applicable PartsTrader integration notifications.

Customer Fallback Settings

PartsTrader orders may contain information identifying the repair facility and, when applicable, the insurance company associated with the order.

The fallback customer settings specify which 1place customer record should be used when the corresponding customer cannot be matched to an existing 1place customer.

• Repair Facility Fall back Customer - Select the 1place customer record to use when the repair facility associated with a PartsTrader order cannot be matched to an existing customer.
• Insurance Company Fall Back Customer - Select the 1place customer record to use when the insurance company associated with a PartsTrader order cannot be matched to an existing customer.

Make sure the appropriate fallback customer records have already been created in 1place before selecting them.

Sales and Part Settings

• Salesperson - Select the salesperson to associate with PartsTrader orders.
• Part Type Override - Enter a part type to use as an override when required.
• Default Quality Indicator - Enter the default quality indicator to use when a quality indicator is not provided.

Delivery Settings

The delivery settings determine how delivery timing is calculated for PartsTrader orders.

• SAME DAY Delivery Cutoff Time - Enter the cutoff time used to determine whether an order can be considered for same-day delivery.
• Cut off time for new Orders to add an ADDITIONAL DAY to deliver the parts - Enter the cutoff time after which an additional day is added to the expected delivery time.
• # ADDITIONAL DAYS to add for Stock Transfer - Enter the number of additional days to add when inventory must be transferred from another warehouse.
• Default Lead Time if Out of Stock (Number of Days) - Enter the default number of days to use when an item is out of stock.
• # DAYS to ADD if Sale is from Vendor Qty - Enter the number of additional days to add when the available quantity is coming from vendor quantity.
• Preparation Lead Time - Enter the number of days required to prepare the parts, when applicable.

The Delivery Area Zip Codes tab is used to configure delivery times for specific ZIP codes.

Inventory and Order Settings

• Show Out Of Stock Items - Enable this option if out-of-stock items should be included when providing item information to PartsTrader.
• Use Supplier Qty (i) - Enable this option when the supplier quantity should be used when determining available inventory.
• Auto Ship New Sales Orders - Enable this option if new Sales Orders received through PartsTrader should automatically be moved into the shipping process.
• Created / Added By User - Select the 1place user that should be recorded as the user who created or added the order. Select ECOM Orders for PartsTrader orders.
• If Item is located, but none are in stock, look for the item in the Cross Reference table as well - Enable this option if 1place should also check the item's Cross Reference information when the requested item is located but has no available inventory.

Warranty Settings

• Warranty Type - Enter the type of warranty provided for parts.
• Warranty Length - Enter the length of the warranty.
• Warranty Info - Enter additional warranty information that should be provided.

10. Configure Part Type / Code Mapping

The Part Type / Code Mapping tab is used to map the part type or quality information used in 1place to the corresponding values expected by PartsTrader.

Configure the mappings based on the part types and quality codes used by the customer.

Make sure all part types that may be quoted or sold through PartsTrader have an appropriate mapping.

11. Configure Delivery Area ZIP Codes

The Delivery Area Zip Codes tab defines the ZIP codes served by the supplier and the number of days required to deliver parts to each ZIP code.

Add a separate row for each delivery area.

The available columns include:

• ZIP Code - Enter the ZIP code for the delivery area.
• Warehouse - Select the applicable warehouse associated with the delivery area.
• # of Days to Deliver - Enter the number of days required to deliver parts to the ZIP code.

These delivery days are used along with the delivery settings configured under General Settings when determining expected delivery dates.

12. Configure Warehouses

The Warehouses tab contains the warehouse information used by the PartsTrader integration.

Add a separate row for each warehouse that will supply parts through PartsTrader.

The available columns include:

• Warehouse Code - Enter the unique code used to identify the warehouse in 1place.
• Our Company Name - Enter the company name associated with the warehouse.
• WareHouse Display Name - Enter the name that should be displayed for the warehouse.
• Type Of Parts - Enter the type of parts supplied by the warehouse, as applicable.
• Our Street Address - Enter the warehouse street address.
• Our City - Enter the warehouse city.
• Our State - Enter the warehouse state.
• Our ZipPostal Code - Enter the warehouse ZIP or postal code.
• Our ZipPostalCode Extended - Enter the extended ZIP code, if applicable.
• Supplier Site Identifier - Enter the supplier site identifier provided for the warehouse, if applicable.
• Our Contact FirstName - Enter the warehouse contact's first name.
• Our Contact LastName - Enter the warehouse contact's last name.
• Our Contact Title - Enter the warehouse contact's job title.
• Our Contact Email - Enter the warehouse contact's email address.
• Our Contact Phone - Enter the warehouse contact's phone number.
• Our Contact Fax - Enter the warehouse contact's fax number, if applicable.
• Action - Use the available actions to manage the warehouse record.

If the customer has multiple warehouses participating in PartsTrader, configure each warehouse separately.

13. Prepare Customer Records

PartsTrader Customer IDs can be stored in 1place on the Customer Detail > API tab.

The PartsTrader Customer ID should be associated with the corresponding 1place customer so that incoming PartsTrader activity can be correctly associated with the customer.

Review the customer's PartsTrader information and make sure the corresponding customer records exist in 1place.

For each applicable customer:

1. Open the customer record.
2. Go to the API tab.
3. Enter or import the appropriate PartsTrader Customer ID.

Make sure the PartsTrader Customer ID matches the customer record in PartsTrader.

Correct customer mapping helps ensure that PartsTrader quotes and Sales Orders are associated with the correct customer in 1place.

14. Prepare Item Records

Review the items that will be available through PartsTrader.

Make sure the required item information is populated in 1place, including:

• OEM Number - The item should have an OEM number or appropriate part number.
• List Price - The item should have a valid list price.
• Quality Indicator / Part Quality Code - The item's part type or quality information should be configured.
• ECommerce Active - The item must be active for eCommerce integrations.
• Quantity in Stock - Items expected to show as available should have available inventory.

Also verify that the appropriate Part Type / Code Mapping has been configured.

15. Review and Save the Configuration

Before testing, review all PartsTrader configuration sections:

1. General Settings
2. Part Type / Code Mapping
3. Delivery Area Zip Codes
4. Warehouses

Verify that:

• The correct PartsTrader integration type has been confirmed.
• Supplier information is correct.
• API credentials have been provided to 1place Customer Support.
• The internal API setup has been completed.
• Fallback customers are configured.
• Delivery settings are correct.
• Part type and quality mappings are configured.
• Delivery ZIP codes are configured.
• Warehouses are configured.
• Customer mappings are complete.
• Item records are ready.
• ECOM Orders is selected as the Created / Added By User, as applicable.

Click Save after completing the configuration.

16. Test the Integration

Before using the PartsTrader integration for live orders, complete a test with 1place Customer Support.

The test should verify the complete PartsTrader workflow.

Test Quotes

1. Send test quotes through the PartsTrader Portal.
2. Verify that the quotes are received correctly by 1place when automatic quote receiving is enabled.
3. Verify the customer, items, quantities, pricing, and other applicable quote information.

Test Sales Orders

Test a PartsTrader Sales Order and verify that it is received correctly in 1place.

Verify:

• Customer
• Repair facility
• Insurance company, when applicable
• Parts
• Part numbers
• Quantities
• Pricing
• Delivery information
• Warehouse
• Sales Order creation
• Created / Added By User

If Auto Ship New Sales Orders is enabled, verify that the Sales Order follows the expected shipping workflow.

The test should also confirm that the appropriate information is successfully exchanged through the PartsTrader integration.

17. Complete PartsTrader Activation

Once testing has been successfully completed, confirm that the PartsTrader integration is ready for normal use.

Do not begin processing live PartsTrader orders until:

• The PartsTrader account has been confirmed.
• The correct integration type, Wholesale or Retail, has been confirmed.
• API credentials have been obtained.
• 1place Customer Support has completed the internal API setup.
• The PartsTrader integration test has been completed.
• General Settings are complete.
• Part Type / Code Mapping is complete.
• Delivery Area ZIP Codes are configured.
• Warehouses are configured.
• Customer records are properly mapped.
• Item records are ready.
• Test quotes have been successfully received.
• Test Sales Orders have been successfully received.

Integration Workflow

Once the integration is active, the general workflow is:

PartsTrader → 1place → Quote/Sales Order Processing

Depending on the options enabled for the customer, the integration can:

1. Provide in-stock item information and automatically quote eligible items on PartsTrader.
2. Receive PartsTrader quotes into 1place.
3. Receive PartsTrader Sales Orders into 1place.
4. Process the Sales Orders through the normal 1place workflow.

The specific features available depend on the customer's PartsTrader integration configuration.

Ongoing Maintenance

Review the PartsTrader integration settings whenever there are changes to:

• PartsTrader account information
• Integration type
• API credentials
• Supplier information
• Contact information
• Delivery areas
• Delivery times
• Warehouses
• Part types or quality codes
• Item availability
• Customer mappings
• PartsTrader Customer IDs
• Shipping requirements
• Automatic quote settings
• Automatic Sales Order settings

If the customer changes between Wholesale and Retail, confirm the change with PartsTrader and make sure the appropriate 1place integration configuration is in place before processing live orders.