Integrations & Technical Role Training
In this course, dive into integration workflows. We’ll explain the integration options, processes and talk about what your data is doing in the background when integrating with a trading partner. Everything from our most popular integration to using our API.
Created by CXT Software Virtual Learning Team
Key Concepts
- Integration data flow
- Various integration types
- Determining the right integration for your needs
- Administrating user permissions
- Reporting and data management
- Route mapping and route sort rules
- Email setup
- Intermediate Level
- 9 Comprehensive Lessons
- Includes 10 Videos
- 100% Online
- Available on Mobile
- Automatically Saves Progress
Integrations, Data Management, and Troubleshooting…oh my! This course covers a broad range of topics including integrations and other technical areas of the software such as user permissions, email setup, reporting and data management, and more.
The Integrations and Technical Role Training Course is what we call a “role-based” course, and it’s intended to cover information relevant to a specific role in the company. While many companies may have slight variation in each role’s responsibilities, we’ve structured role-based courses to be relatively generic and all-encompassing.
New to our learning library? Check out our Getting Started page for helpful tips on the interactive elements in each course, navigating the course lessons, and where to get help if you need it.
Below is a brief outline of what you can expect to learn from each of the lessons in this Integrations & Technical Role Training.
Define “integration” and answer some frequently asked questions.
This lesson’s outline includes:
- A general overview of integrations, including:
- Common industries serviced
- Partnerships
- Integration types
- Data formats & transmission
- Frequently asked questions
- A general overview of integrations, including:
Learn how integrations work and how to solve any issues that may arise. This lesson covers everything from inbound and outbound integration workflows to troubleshooting and error messages.
- Inbound integrations overview
- Explore the import audit log
- Outbound integrations
- Explore route stop “requeue export” functionality
- Integration troubleshooting
- Error description messages
- Inbound integrations overview
Want to know how, when, and why for DIY integrations?
This lesson covers:
- How it works
- Creating a spreadsheet file from the template
- Getting the spreadsheet into your system
- Is the DIY integration a good fit for you?
- How to get the DIY integration
- How it works
API and Webhooks have great flexibility and various possible uses for business applications.
This lesson covers:
- Leveraging the API
- Business benefits
- Examples
- Important questions to ask if you’re thinking of using the API
- Example: Using the API to create orders in 5 easy steps
- Webhooks
- Overview
- Basic Webhooks examples
- Advanced Webhooks
- Leveraging the API
The Operations App has tunable user permissions associated to each section that allow you to enable or lock-down certain areas. This lesson covers permissions and how to set it up for integrations.
- How permissions work
- Explore permission restrictions
- The permissions record in the operations app
- Inherited permissions
- Filtering permissions
- Permission details and documentation
- Common areas of interest
- Permission templates
- How permissions work
Learn about ready-to-use reports and customizable reports that can be created by the Find Tool.
This lesson’s outline includes:
- Basic reporting
- Find tool reporting options
- Customize report views (sort, show/hide columns, rearrange, and view totals)
- Save and locate reports
- Advanced reporting
- Advanced report options
- Emailing reports (ad-hoc and schedule-based)
- Explore the Advanced Find Service
- Query builder
- Dashboards
- Data management
- Data cleanup
- Basic reporting
Both route mappings and route sort rules are configuration options used to automate routing and can facilitate routing of imported shipments from an integration.
This lessons covers:
- An overview and comparison
- Route Mapping
- Route translations
- Override rate charts
- Route Sort Rules
- Troubleshooting route mapping and route sort rules
You can send emails and/or SMS text messages from the Operations App for various operational purposes. In this lesson we’ll cover everything from set up to maintenance.
- Email set up
- Setting up the the mail manager
- Mail manager options
- Explore mail profiles
- Testing Email Setup
- Where to use email
- Troubleshooting
- Common Issues
- SMS Messaging
- Enable SMS
- Where to use SMS
- Email set up
CXT Software is here to help you when you need it.
This lesson’s outline includes:
- How to reach technical support
- Give us a call
- Hours of operation
- 24/7 Emergency support available
- Submit a support ticket
- Give us a call
- Get assistance when you need it
- CXT University search option
- Knowledgebase articles
- In-app help
- How to reach technical support