How to integrate RTS?

To integrate RTS into OpenRoad TMS, please follow these steps:

1. Contact your RTS account representative – let them know you’d like to integrate RTS with OpenRoad TMS and request that they set up the FTP site and credentials for you.

2. Configure the integration in OpenRoad Settings – once RTS has provided the FTP details, go to OpenRoad Settings, click on the Integrations tab, and select RTS. Then, fill in the required fields using the information you received from RTS. Save the information and click on the "Test Connection" button. If the connection is successful, go to the 3rd step. If not, please make sure that you have filled out the fields correctly.

3. Setup your Billing Profile OpenRoad Settings  – after the successful integration, go to Account - Billing tab and setup a billing profile.

More information about what each field represents can be found in this article: How to customize my invoices?.

The most important part when setting up an RTS  Billing profile is to ensure that RTS is selected as the factoring option.

4. Set up the customer profile – once the Billing Profile is created, ensure that each customer you plan to invoice through RTS has the billing profile you just created (with RTS selected as the factoring option) in their individual customer profiles. The Billing profile dropdown in the customer profile will list all the available billing profiles in your account, so make sure to select the one that's configured with RTS selected as the factoring option. The Billing profile name is configured in Settings - Account - Billing.

 

NOTE:

• Invoice in batches of no more than 100 invoices per batch. 
  

•  If you need to submit multiple batches, please verify that the first batch is visible in RTS before sending the next one.