Create a Spectrum Data Exchange

Configuring a Data Exchange in Spectrum requires creating an operator account and building web services for your specific integration.

You must be a Spectrum administrator to complete these steps. The Data Exchange module must be active in your Spectrum instance. To verify your Data Exchange module is active, in Spectrum, navigate to System Administration > Installation > Company and verify that the Data Exchange checkbox is checked.

  1. In Spectrum, navigate to System Administration > Security > Operator Maintenance and select New. The New Operator window opens.
  2. Enter the following information in the appropriate fields:

    • Operator: RYV

    • Logon ID: XChange

    • Password: Create a strong password

    • Name: XChangeUser

    • Email: xchange@trimble.com

  3. Select OK.
    The Edit Operator window opens.
  4. Select the Companies tab.
  5. Select New and add the companies you want the integration to sync to the operator profile.
  6. Select OK.
  7. Navigate to System Administration > Installation > Data Exchange and select New.
    The New Authorization ID window opens.
  8. Enter the following information in the appropriate fields:

    • Authorization ID: ryv(+any 8 additional characters)

    • Company: Select all of the required companies

    • Status: Active

    • Spectrum Operator Code: Enter the same strong password you created in step 2.

  9. Consult the table below to determine which web services are compatible with your integration target. Follow the substeps below to authorize the appropriate modules for your integration. If your integration is not listed above, contact your integration owner.
    Accounts PayableAccounts ReceivableEquipment ControlHuman ResourcesInventoryJob CostPayrollPurchase OrderWork Order
    BambooHRAddEmployeeRequiredFields, EmployeePayrollTax, PreTimeCard_Batch, UpdateEmp_Personal, UpdateEmp_UDF, UpdateEmployeeRequiredFields
    BuildOpsAddCustomer, ARMultiLineInvoiceAddJob, AddPhase, UpdateJobPOBatch
    ChromeRiverAPMultiLineInvoice
    ConcurAPMultiLineInvoice
    Kojo (formerly Agora)POBatch
    Procore TimePreTimeCard_Batch
    ProjectSightAPMultiLineInvoice, UpdateAPInvoiceHoldFlag, UpdateSubcontract, UpdateSubcontractPhasesAddCash_Receipts, AddCustomer, ARChangeOrder, ARChangeRequest, ARMultiLineInvoice, ARScheduleOfValues, CustomerBilltoAddEquip_Req, AddEquipMeterReadingHREmployeeDependents, HREmployeeInsuranceAddInv_Req, AddJob_Reqs, ICMultiLineTransactionAddJob, AddPhase, UpdateJobAddEmployeeRequiredFields, EmployeePayrollTax, PreTimeCard_Batch, PRUnion, Update_Empl_Vol_Ded, UpdateEmp_Entity, UpdateEmp_Personal, UpdateEmp_UDF, UpdateEmployeeRequiredFieldsAddWOSiteAddress
    RakenPreTimeCard_Batch
    ServiceTradeARMultiLineInvoice, AddCustomerAddJob, AddPhaseAddWOSiteAddress
    Supplier XChangePOBatch
    TennaAddEquip_Req, AddEquipMeterReading
    1. Select Build.
      The Build Web Services for Authorization ID ryv<any 8 additional characters> opens.
    2. Select the first module for your integration from the dropdown and select Go.
    3. One at a time, highlight the appropriate web services in the Web Service Library table and select Select.
      The services move to the Authorized Web Services table.
    4. Select OK.
    5. Repeat steps a through d for the next module, if applicable. When finished, select OK to save all changes.
  10. Navigate to System Administration > Utilities > Data Exchange Download and record the URL and Port Number.
  11. Send your App Xchange Customer Success Manager the following information:

    • Authorization ID (created in step 8)

    • URL (from step 10)

    • Port Number (from step 10)

Once your App Xchange Customer Success Manager confirms that your Authorization ID was successfully created, your ERP Connection is complete. Next, they will configure the Spectrum Connector in your App Xchange Workspace.