If needed, please send an email to tsi@truckstop.com. to obtain the above credentials.
Book It Now Instructions
Authentication
Create a Truckstop Book It Now Integration
Add a Source Setting with the staff id (comma separated)
Add the Linked Organization
Tokens will be generated after a posting is created
Book It Now Initialization
3 Parts to start it
On The Truckload Quoting Page, the Book It Now button will be available
Upon pushing the button, the Truckstop Authentication Window will pop up and will request to use the integration with the Tai Software application. (This is a one-time process) All tokens will be saved to the TMS. This is so that no username/password information is required.
Once this has happened, the next step is to push the Book It Now button again to load up the Terms & Conditions setup. (This is a one-time process) The T&C ID will be stored in the Integration Source parameters.
Posting A Book It Now
After the setup process is completed, click on the Book It Now button, and a modal will popup where the Rate Offer can be entered.
At this point, the Carrier can go into the Truckstop Portal. They will see a Book It Now button. When the carrier accepts, a webhook will be triggered indicating that the shipment was booked. The carrier will be selected/assigned for the shipment. In addition, as part of the BIN feature, it will set the status of the shipment to "Dispatched" and will email the rate confirmation to the carrier. This will be the email listed for the carrier in the Truckstop portal. This information will be logged in the Activity Log for the shipment.
There is a separate workflow that can occur when the BIN carrier rejects the shipment. This happens in the event that the carrier accepts the load but then later rejects it. When this occurs, we will update the shipment to "Rejected By Carrier". A reason will also be passed in and saved to the Shipment Activity Log.
RateMate
This will show up on the Truckload Quoting Page
Create a Truckstop Integration
Add the License Key (Integration ID provided by Truckstop)
Set a Source Setting called "rateindex" and enter the value "true" (without quotes)
Add a Source Setting called "staffid" (without quotes) and enter the staff ID number. This can be comma-separated.
In the Rate Intelligence area, all rate information that matches the query will be visible.
Query Info basedon city/state/country for Origin & Destination
Also based on Trailer Type
Flatbed
Reefer
Van
Search Criteria Available
State to State
100 Mile Radius
Note: If the user sets the Search Criteria to something other than the above, we will override it and still submit the criteria that are available with the integration.
Carrier Onboarding
Create a Truckstop Integration
Add the username/password provided by Truckstop for the Carrier Onboarding integration
Set the Source Settings called onboard = true
Add the Linked Organization that manages the LSP Organization (typically the parent org)
Setting Up
Push the Sync Truckstop Onboarding Carriers
This will pull from Truckstop Into TMS all carriers that have been set up.
This will match based on DOT Numbers
If needed, this will create a new broker carrier.
This will pull contact information, phone numbers, fax, name,
Will update Remit Payment Information
This will add a parameter indicating that the sync has occurred and remove the button
Automated Function
Every 10 minutes, two jobs (one job queries through edit changes and the other job queries through new carrier members) are run that both pull the following information:
Carrier contracts / agreements
Carrier Addendums
Carrier Documents
Broker Carrier Insurance Information
Company Name
Effective Date
Expiration Date
Type of Insurance
Policy Number
Amounts
Phone Number
Certificate Image (when available)
Workflow
User will create a broker carrier in TMS
User will onboard the carrier via Truckstop using their "Course" links
This sends an invite link to the carrier from Truckstop where the broker can fill out all of the necessary paperwork.
In the future, I believe we can void this portion and send the email directly to the TMS.
They have an API for this that we might work on in the future.
When the Course link is accepted and completed, this will add them as a Core carrier list in Truckstop.
The automation workflow should then pick up information on the carrier and pull it into the TMS.
The initial sync will bring over information for the new carrier.
Further tracking will track changes to the carriers in Truckstop (Rating, Insurance, Documents) and sync the appropriate information