This app requires a Trafera service contract.
The installation of the Trafera app involves the three steps below:
Enter the District’s 5-digit Trafera Account ID
Map the applicable shipping locations that are needed for device or parts delivery
Run a Full Sync
Step 1: Enter the District’s 5-digit Trafera Account ID
District Administrators should navigate to Apps >Browse and search for the Trafera App.
Click Install and then click Continue on the following screens to complete the installation process.
Once the installation is complete. Click Manage App Settings.
On the Options tab, enter the 5-digit Trafera account ID and click Save.
To obtain the Trafera account ID, districts will need to reach out to Trafera Support at support@trafera.com.
After entering the Trafera account ID, a pop-up message is displayed asking the district to confirm their Trafera customer name before continuing. Click Yes to continue if the district name is accurate.
If the customer name is incorrect, select No to this prompt. Please reach out to Traferea to verify the account ID.
After the district clicks Yes, the provisioning process automatically occurs (behind the scenes) with Trafera. Once successful, the “Settings saved” message will be displayed. At this point, the Trafera integration is activated and the API connection is established to the district’s account data.
After receiving confirmation that the integration has been enabled to sync with the district’s Trafera account, your next step is to Map Locations.
Step 2: Map Locations (shipping locations that are needed for device or parts delivery)
On the Location Mapping tab, the district’s list of locations in Incident IQ will be displayed. The district should indicate which Incident IQ locations correspond to which ship-to locations in Trafera.
Districts will need to map any addresses they will be shipping devices or parts from Trafera on this page to the corresponding iiQ Location.
Locations listed in the “Incident IQ Location” column include all Locations on the district’s site, and they are appended with the ZIP code of that location for easier matching.
The options included in the drop-down menus within the “maps to Trafera Location” column are the “ship-to” addresses associated with the district’s Trafera account.
We encourage you only to map what you need on this tab. It is not required to map all locations. If necessary, you do have the ability to create a new “ship-to” address for Trafera from this page for mapping purposes by clicking the “Add new ship to” option in the top-right corner of the Location Mappings tab.
Any unmapped locations from this page will not be included as an option for shipping locations when requesting parts or device repairs from iiQ.
Selecting the “Auto-map locations > Map Unmapped” option will initiate a multi-pass mapping attempt. When mapping iiQ Locations to Trafera “ship-to” addresses, it will first find an exact match by ZIP code. After finding an exact match by ZIP code, it will try a few methods of removing abbreviations and reviewing spelling differences in an attempt to find a match.
You will have the option to create a ship-to address for any unmapped locations after attempting to auto-map them. Please note that this is not required, and districts are encouraged to only map what is needed on this tab. If the auto-mapper finds multiple potential matches, it will suggest mapping options for you to map. Any locations where a match could not be found will also be highlighted in yellow.
After reviewing mappings and confirming all necessary ship-to locations have been mapped, the admin should click Save.
Districts can also use this tab in the future to map any new locations that are needed over time or remove current locations that are no longer in use.
Step 3: Run a Full Sync
Once the Trafera ID has been entered and the Locations have been mapped, go to the Overview tab and click Start Full Sync.
Once the Trafera Account ID has been entered into the app, locations have been successfully mapped, and the initial full sync has been run, the district is ready to begin using the integration.
Sync Information & Data Flow Overview
In order to update the Trafera application within iiQ to contain up-to-date warranty information, a sync must occur.
The sync is a one-way data transfer from Trafera to iiQ. iiQ requests a list of assets covered by a Trafera warranty for customers by the district’s Trafera Account ID.
The data transferred will contain device warranty data and will match data provided by Trafera to iiQ assets by serial number.
Sync between iiQ and Trafera assets data will automatically occur once a week to keep the application consistently updated.
If a district wants to sync with Trafera before the weekly sync, such as when they receive new Trafera devices, iiQ Admin users will be able to initiate a manual sync with Trafera by clicking Start Full Sync located in the Overview tab of the app.
Permissions
Administrators on a district’s site will have access to the integration from tickets. However, Agents will not be able to submit claims from Incident IQ or approve or decline repair estimates until they have been granted permission.
The permission to submit repair claims or approve or decline repair estimates from Trafera can be found in Admin >Permissions to grant via a policy that can be applied to multiple users or granted individually to users.
Approve/decline Repairs - Allows agents to approve or decline repair estimates if there is a cost associated with the repair from Trafera.
Send Asset for Repair - Allows agents to submit a claims request for a full device repair or for parts from a ticket within Incident IQ.
App Management
Management of the Trafera integration is very lightweight and consistent with the user experience of managing most iiQ integrations. This portion of the guide will cover what options are available to district admins so they’re familiar with how the integration works behind the scenes and are familiar with app controls that they have access to from the app management interface.
App Sync-ing
The Trafera integration will sync asset data automatically on a weekly basis; however, districts will have the ability to initiate a manual sync of asset data at any time from the “Start full sync” button located in the Overview tab of the app.
Please note that this sync is primarily used for syncing asset data, as ticketing data is primarily synced in real-time as updates are sent to iiQ by Trafera during the claims review and repair process. The asset sync will match the district's asset data in Trafera against their asset data in iiQ by Serial Number, and will sync over 2 complex custom fields for any iiQ assets that match what’s in Trafera’s database. These complex custom fields are Warranty Type and Warranty Expiration Date.
In the event that Trafera fails to send a ticketing update in real-time or it is missed for any reason, these updates will be included in the full sync. Districts may notice some ticket updates in the sync history logs, but not all of them.
Sync History
District Admins can also review the history of asset syncs within the Sync History tab of the app.
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Hannah Bailey - Director, Customer Engagement