Integrate with My Carrier Packets

Field

Description

Account Settings

Account Id

Here enter the account id. Click here for information on how to use the record Id field.

Description

Enter a description for this account.

MCP User

Enter the Integration user here.

Processing user

Enter the Ditat user that should be used to enter the data.

MCP Password

Enter the integration's user password here

Notify group

Select which Ditat user group should receive MCP notifications.

Options

Carrier Id pattern

Select the format that should be used when creating the carrier Id.

W9 document folder

Select which document management folder the W9 should be applied to.

Carrier type

Choose if carriers should be added as a Carrier or Lessor. (Carrier would be for brokerage, Lessor for owner-operators)

W9 handling

Select how the W9 should be handled.

Pay company

Select which of your companies will be the pay company.

Pay plan

Specify a pay plan here if you would like new carriers to be set up with this pay plan attached.

Carrier packet folder

Select which document management folder the carrier packet document should be applied to.

Carrier packet handling

Select how the carrier packet should be handled.

Existing carrier info handling

Select how the existing carrier information should be handled.

Insurance info handling

Select how insurance information should be handled.

Field

Description

MCP Account

Select which MCP import settings should be used.

DOT Number

Enter the DOT number for the carrier you want to invite.

Email address

Enter the email address for the carrier you want to invite.

Disable expired insurance

Check the box to have the system disable expired insurance policies.