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Mcleod TMS

How Chain works with McLeod​

In this guide, you will understand how a load that is inside of McLeod interacts with Chain.

Prerequisites:

  1. McLeod version 20.2 or higher for Booking capabilities in Chain
  2. McLeod version 22.1 or higher for Tracking capabilities in Chain
  3. DFM Module in McLeod’s PowerBroker software
  4. McLeod App Enabled in your Chain Workspace's Settings > Apps
  5. Chain Enterprise License

Additionally, you will need to have someone generate or obtain the following from your McLeod instance:

  • set up a username and password within your PowerBroker application for Chain to use. See Generate a username and password for more information
  • obtain the URL for your McLeod instance

Setup in McLeod​

The overall set up flow is as follows:

  • Generate an accountID in Chain to be used for McLeod.
  • Generate a username and password in McLeod for Chain to use, add the accountID from Chain, and Chain's URL to McLeod.
  • Provide the username and password to Chain for integration.

Generate an accountID in Chain​

  1. Go to Settings > Apps
  2. Click on "Enable" under the McLeod app
  3. Click on "Generate Account ID" and copy the generated account ID. This will be used in the next steps.

For now, ignore the username and password fields. We will come back to these later.

Generate a username and password​

  1. Begin by setting up a vendor login id and password in Sys Admin > Brokerage > Freight Matching > Freight Matching Control
mcleod freight matching control menu
  1. Click Add.
mcleod freight matching control modal
  1. Add a Login ID for Chain. You can use ChainAPI or any other name you prefer.
  2. Generate a secure password for Chain. It is recommended to to use a password greater than 12 characters with a mix of upper and lower case letters, numbers, and special characters. Note this password down as you will need to provide it to Chain.
  3. Make sure the "Active" checkbox is checked.
  4. Paste the Account ID from Chain into the "Account ID" field.
  5. Add the following for the vendor contact name and email: 
       Name: Chain Dev Support
       Email: dev-support@chaineapp.com
  6. Under Webhook URL, paste the following:
https://api.chaineapp.com/apps/events/v1/mcleod

  1. Click OK

  2. Under the Freight Matching Control screen, make sure the newly created user ID for Chain is included under the "Load booking user(s)", "Create offer user(s)", and "Carrier pay rate provider(s)" sections.

mcleod freight matching control modal
  1. At the bottom of the Freight Matching Control, you will have "Process intervals". This allows you to specify how frequently the Freight Matching transaction records should be processed to be sent as notifications to the vendors for updates to your qualified loads and carriers. Values greater than 5 minutes are not recommended. If your system can handle it, 1 minute is recommended.

Setup in Chain​

Return to the McLeod app in Chain and fill in the username and password fields with the username and password you created in McLeod.

You will also need to add your McLeod Instance URL. This is the URL you use to access McLeod. If you are unsure about this, please ask your McLeod rep on what your "Freight Matching Instance URL" is which is used to access the Freight Matching API for your instance.