Clearview Link includes the following features:
Data Import/Export Tool
With CVLink and the universal data exchange language XML, you can quickly, easily import, and export information such as invoice, journal and payables data. Requests for data can be scheduled or requested on demand via HTTP requests. Customize or add new requests for data with ease.
Clearview Integration Services
When you need to expand upon data import / export and move into seamless integration with a third party system, you need Clearview Integration Services (CVIS). CVIS provides a workflow based integration for any source or destination integrating with Clearview. Supported methodologies / formats include web services, FTP/sFTP, EDI, HTTP / XML, e-mail, Excel, flat file, to name the most common ones.
When you need to expand upon data import / export and move into seamless integration with a third party system, you need Clearview Integration Services (CVIS). CVIS provides a workflow based integration for any source or destination integrating with Clearview. Supported methodologies / formats include web services, FTP/sFTP, EDI, HTTP / XML, e-mail, Excel, flat file, to name the most common ones. Some of the interfaces we have developed include;
- Third Party Service Provides - HP, Dell, IBM - including inbound service creation and regular status updates / closures.
- Third Party Customer Systems - EDI, Web Services, Flat files, E-mail Ð including inbound service creation and regular status updates / closures.
- Third Party Technician Systems - Web Services or Flat Files for outsourcing your services to outside technicians / companies - including service assignment and inbound closure, notes, labor / travel times and part details.
- Financial / ERP Applications - MAS, Dynamics, JD Edwards, SAP, Lawson, QuickBooks, etc. including Customer, Item and Product interfaces. Invoice, Invoice Adjustments, Journal Entries (for Inventory and Revenue recognition transactions) and Payables.
My customer will be sending me hundreds of calls per day:
Without adding staff to your call center, consider an integration with the customer. Integration that is real-time and seamless to the users, while following all standard business rules and processes will save time and money.
My customer wants real time updates in their CRM system:
No problem. We offer a variety of standard interface options and formats. If those don't meet your customer's requirements, we will work closely with both parties to develop a solution that will eliminate any duplicate entry and requests for status updates.
My vendor receives hundreds of P/O's a day, how can I automate the tracking and payment of these:
With Clearview we offer a standard interface for Vendors that will include exporting of Purchase Orders and the importing of Tracking #'s, Receipt Details and Vendor Invoices for 3-way matching of receipts, purchase orders and invoices. Business Rules can be applied to Vendor Invoices for automatic approval and interfacing to the Financial application for Payment. Manual approval for any that do not meet this criteria is also done in Clearview where all details are at your finger tips.
Clearview fully integrates with Fedex and UPS today for automated tracking of shipments, importing of third party tracking details and generation of return labels. With the real time updating of the shipments within Clearview to identify the status and to trigger operations when marked delivered, you can automate a large portion of logistics and reduce any manual steps.
We also offer a Vendor portal where your vendors can view open items available for sourcing, can enter tracking information and vendor order information as well as view any open RMA's. See Clearview Web Access for more details.
Custom Update Tool
Provides you with mass update capabilities utilizing standard and any custom business rules to ensure data integrity. Whether you need to change the Sales Rep on all customer locations in a specific state or change the technician on all open service orders to another one or change the name on all customer locations to the new company name, this tool will save time and resources from performing any of these typically manual operations.