A Hitrak connection can now be established in Consignly.
Getting Started
To establish a connection, Add the App into Consignly.
You'll be prompted to add your Hitrak Primary Api Key, Secondary Api Key, and Organisation Code, to establish the connection.
Creating a Connection to Hitrak from Consignly
Connection Detail
Once the connection is established, you will have the opportunity to go into the Connection Detail to configure your connection to Hitrak.
Connection
The Connection tab of the Hitrak Connection Detail contains information about the connection.
Hitrak Connection
The Hitrak Connection card contains details about the connection: Date Created, Organisation Code, and API Keys. The option to Remove Connection also exists within this card.
The Hitrak Connection card displaying connection details
Principal
The Principal card contains the Principal User associated with the integration connection. The "Edit Principal" option allows for the User Name to be edited, as well as the Locale and Timezone.
The Principal Partner option is also within this card.
The Edit Principal view
Configuration
Map Consignly fields to Hitrak fields within the Configuration tab.
Consignment Settings
Configure the Sender Reference and Receiver Reference using the available Dynamic Particulars.
Configure the Default Hitrak Service-Type.
The Consignment Settings card
Consignment Statuses
Map your Consignly Consignment Status to the Hitrak Consignment Status.
The Consignment Statuses card
Client Partners
Configure Client Partners enabled for the connection.
Select the Consignly Client Partner enabled for the connection, then map that partner to their corresponding Hitrak Account Code.
A Consignly Client Partner mapped to its corresponding Hitrak Account Code
Warehouses
The Warehouse Mapping card defines which Warehouses are enabled for the connection.
To enable a warehouse for the connection, select the checkbox next to the warehouse.
Once selected, map the Consignly Warehouse to its corresponding Hitrak Site.
A Consignly Warehouse mapped to its corresponding Hitrak Site Code
Service Types
Define which Service Types are supported for the connection.
Map your Consignly Service Type to its corresponding Hitrak Service-Type Code.
Selecting a Consignly Service Type to include for the connection
Package Types
Define which Package Types are supported for the connection.
Map your Consignly Package Type to its corresponding Hitrak Package-Type Code.
A Consignly Package Type mapped to the Hitrak Package-Type Code
Unit Types
Define which Unit Types are supported for the connection.
Map your Consignly Unit Type to its corresponding Hitrak Package-Type Code.
Selecting the Consignly Unit Types included for the connection
Actions
The Actions tab allows you to configure the action created in Hitrak.
Add Action
Select Add Action to add and configure the action.
The available Hitrak Action is "Create Consignment".
The Create Consignment Action in the Actions card
Client Partners
Next, select the Client Partners enabled for the action.
Each selected client partner must have a Consignment Status defined. This is the consignment status that will trigger export to Hitrak.
Carrier Partners
Select the Carrier Partners enabled for the action.
This will restrict exports to occur for consignments with the selected carriers.
Alternatively, you may select the 'Consignments without a carrier' checkbox. This will trigger an export to Hitrak for consignments without a defined carrier partner.
Exporting to Hitrak
Pushing an export to Hitrak is dependent on the action configuration.
The export will automatically take place when the consignment is moved to the appropriate status.
Within a consignment, the Connections tab will show all connection apps for that consignment. If a Hitrak connection is active, and the consignment fields meet the required configuration, Hitrak will appear in the list of connected apps.
A successful export to Hitrak will be displayed in this list with an "Action Succeeded" badge.
A successful export from Consignly to Hitrak