|
1 | | -# FieldEquip |
| 1 | +# FieldEquip |
2 | 2 |
|
3 | 3 | ## Publisher |
4 | | -BPM Geeks, LLC DBA Bursys |
5 | 4 |
|
6 | | -## Publisher ID |
7 | | -fieldequip1748394731074 |
| 5 | +BPM Geeks, LLC DBA Bursys |
8 | 6 |
|
9 | 7 | ## Overview |
10 | 8 |
|
11 | | -FieldEquip enables real-time integration of critical operational data between client systems and the FieldEquip platform, ensuring a seamless integration, improved visibility, and efficient field service management by connecting technicians, support teams, customers, to boost productivity, manage mobile worker time reporting, track rental equipment, reduce equipment downtime, cut costs, and enhance customer satisfaction. |
| 9 | +The FieldEquip connector provides seamless, real-time integration between client systems and the FieldEquip platform. It enables frictionless data flow across technicians, support teams, customers, and field operations. |
| 10 | + |
| 11 | +By leveraging FieldEquip's no-code automation environment, organizations can: |
| 12 | +Streamline field service workflows |
| 13 | + |
| 14 | +- Improve operational visibility |
| 15 | +- Reduce equipment downtime |
| 16 | +- Lower operational costs |
| 17 | +- Enhance customer satisfaction |
| 18 | + |
| 19 | +The platform supports critical workflows such as mobile time reporting, rental equipment tracking, inventory and item management, and automated updates; helping teams operate more efficiently and with greater accuracy. |
| 20 | + |
| 21 | +## Connection Setup |
| 22 | + |
| 23 | +To configure this connector, you will need the following: |
| 24 | + |
| 25 | +1. **API Key** |
| 26 | +Used for authentication. This can be requested from the FieldEquip support team. |
| 27 | + |
| 28 | +2. **Origin URL** |
| 29 | +The base URL where requests will be sent. Provided by FieldEquip upon onboarding. |
12 | 30 |
|
13 | | -## Prerequistes |
| 31 | +3. **Request Body** |
| 32 | +Passed as an advanced parameter. Supports both: |
| 33 | + - A single JSON object |
| 34 | + - An array containing multiple objects |
14 | 35 |
|
15 | | -To successfully run the connector, you would need following information to proceed. |
| 36 | +Ensure your body structure matches the schema defined for each operation. |
16 | 37 |
|
17 | | -1. API Key for Authentication, can be requested from FieldEquip team |
18 | | -2. URL for the origin, where the requests would be sent, can be requested from FieldEquip team |
19 | | -3. Body to be passed as an advanced parameter, it supports single objects or can be passed together as an array. |
| 38 | +## Getting Started with FieldEquip Connector |
20 | 39 |
|
21 | | -## Authentication |
| 40 | +Below is the list of supported operations currently available in the connector: |
22 | 41 |
|
23 | | -This connector uses API Key authentication. The API key must be included in the headers of each request. This key is issued by the FieldEquip support team. |
| 42 | +### Customer Operations |
| 43 | +- **Create Customer**: Inserts customer data into the FieldEquip platform. |
| 44 | +- **Update Customer**: Updates existing customer records. |
24 | 45 |
|
| 46 | +### Work Order Operations |
| 47 | +- **Create Work Order**: Creates new work order records. |
| 48 | +- **Update Work Order**: Updates existing work orders. |
25 | 49 |
|
26 | | -## Supported Operations |
| 50 | +### Item & Inventory Operations |
| 51 | +- **Create Item**: Adds new item records. |
| 52 | +- **Update Item**: Updates item details. |
| 53 | +- **Create Inventory**: Creates inventory records for items. |
| 54 | +- **Create Item Adjustment**: Adjusts inventory quantities for specific items. |
27 | 55 |
|
28 | | -1. Create Customers: Inserts field service management related information into the FieldEquip platform for customer records. |
29 | | -2. Update Customers: Updates field service management related information into the FieldEquip platform for customer records. |
30 | | -3. Create Work Orders: Inserts field service management related information into the FieldEquip platform for work order records. |
31 | | -4. Update Work Orders: Updates field service management related information into the FieldEquip platform for work order records. |
32 | | -5. Create Items: Inserts field service management related information into the FieldEquip platform for item records. |
33 | | -6. Update Items: Updates field service management related information into the FieldEquip platform for item records. |
34 | | -7. Create Inventory: Inserts field service management related information into the FieldEquip platform for inventory records. |
35 | | -8. Create Item Adjustment: Inserts field service management related information into the FieldEquip platform for inventory record adjustments for an item. |
36 | | -9. Create Users: Inserts field service management related information into the FieldEquip platform for user records. |
37 | | -10. Update Users: Update field service management related information into the FieldEquip platform for user records. |
| 56 | +### User Operations |
| 57 | +- **Create User**: Adds user records into FieldEquip. |
| 58 | +- **Update User**: Updates existing user information. |
38 | 59 |
|
39 | | -## Deployment Instructions |
| 60 | +### Location Operations |
| 61 | +- **Create Location**: Inserts location data into the FieldEquip platform. |
| 62 | +- **Update Location**: Updates existing location details. |
40 | 63 |
|
41 | | -1. Import the connector via Power Automate's Custom Connector interface. |
42 | | -2. Provide the API key, base URL, which can be requested from the FieldEquip team. |
43 | | -3. Test connectivity using a sample operation such as "Create Customers". |
| 64 | +## Troubleshooting |
| 65 | +- **401 Unauthorized**: Check that the API key or origin URL is valid and associated with the correct tenant/environment. |
| 66 | +- **400 Bad Request**: Ensure your request body matches the required schema. |
| 67 | +- **Timeout errors**: Reduce payload size or break large updates into smaller batches. |
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