Onboarding Hub - Step 20 Link to other Transvirtual businesses

Onboarding Hub - Step 20 Link to other Transvirtual businesses

Link Your Account to other Transvirtual Businesses

This article explains how to link Transvirtual accounts and the purpose of doing so.  

Page URL:

How To

To begin, navigate to the above Page URL which is located under Transport > Configuration and Setup > Card Files (Customers/Suppliers/Staff):


Transvirtual allows accounts to be linked for the purpose of data transmission. Within each agent (or customer card), a link can be established so that when consignments are assigned to the linked agent, Transvirtual automatically pushes and replicates the consignment data to the linked agent’s account. The agent can then action the consignment, with status updates flowing back to the originating consignment in the linked customer account. This functions as an integration using Transvirtual’s built-in account linking capability.

Open the agent card file that requires linking and click Request Link with Agents TransVirtual:



Enter the TransVirtual number for the agent and click Request; this can be obtained from the agent. 
Info
The Transvirtual number of each account is shown on the landing page - click the logo top left, then TransVirtual # under System Information:


Once requested, a message will show as below:


This indicates the agent is yet to accept the link request.

To accept a link request from another Transvirtual account, click the dropdown arrow for the login name at the top right:


Click the notification to enter the below page:


If the requester already exists as a customer in the account, use the top dropdown to select the relevant customer card to link, then click Submit:


Alternatively, if the requester does not yet have a customer card, click Accept Request and Create a New Customer Card:


This accepts the link while simultaneously creating a customer card for the requesting customer.

If the link is not needed, click Reject Request:


Once the request has been accepted, the link will be established and a Transvirtual number will appear against the relevant card file:


FAQs

In order to see notifications such as link requests, click on the dropdown arrow near login name top right and select Profile:


Enable the below Visible Alerts:


A Transvirtual account link is a one-to-one relationship, meaning two Transvirtual accounts can only be linked to each other once. If a business arrangement requires a linked customer to have multiple customer accounts with the same linked agent, a standard Transvirtual account link is no longer suitable. In this scenario, an API integration should be used instead. While functionally similar, an API integration uses export rules to transfer data back and forth between accounts, providing greater control over the data exchanged and supporting multiple logical “links” between the same two accounts. Reach out to support@transvirtual.com for setup help - please note this will incur an integration charge.

Related Articles + Videos

Please see below links that provide more information on the content of this help article:
  1. https://support.transvirtual.com/portal/en/kb/articles/linking-transvirtual-accounts-28-7-2024
  2. https://www.loom.com/share/ca774c36b23a4e49b059bcad7e50fcc3