CobbleStone Documentation Wiki Welcome Guest: 11/2/2024 1:34:52 AM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
Configure the Integration   
Page last modified on Friday, July 3, 2020 11:46 AM (by Nash DeVita) (initially created on Friday, July 3, 2020 10:38 AM)
Assigned to: Data Aggregator Service
  Generate Manual Print View
 
Page Content
 
 

Data Aggregator Service: Configuration

Once licensed, configuration of the Data Aggregation Service/OFAC Integration is straight forward.

The Configuration Page

To access the Data Aggregation Service configuration area,via the top menu, navigate to Manage/Setup - Application Configuration - Data Aggregator Service.

 

2. If setting up the aggregator service for the first time, a login prompt displays. Enter your credentials for the service. When done, click Authorize.

 

3. The Configuration Management: Data Aggregator Service page displays. On the service's tab, numerous options are available. For ease of use, they are broken into multiple areas:

A. Company/Service Vendor Mapping

 

In this area, establish the general settings for the integration and indicate the fields in CobbleStone the data is checked against. Click Save Company Settings when done with this area.

B. Employee/User Service Mapping

 

In this area, establish the general settings for the integration and indicate the fields in CobbleStone the data is checked against. Click Save Mapping when done.

 
   
 
Related Wiki Video Tutorials
 
 
 
   
 
Page Tags (Keywords)
 
 
 
   
 
Files & Attachments
 
  
   
 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.