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The LoadCheif integration assigns an order to a LoadChief driver who will confirm, pick up, and deliver the order. When the order is completed, LoadChief will update the final driver pay amount. This will lock the order rate and pay. Order information is sent by API and additional compensation can be sent using status codes.

Below are information and steps needed to set up the integration.

Table of Contents

Information to Request from LoadChief

You will need to ask for the following information from LoadChief:

  • AuthenticationEndpoint

  • AuthenticationUsername

  • AuthenticationPassword

URLs to Provide LoadChief

The following are URLs you need to provide LoadChief:

Info

Replace XXXX with your CXT Software customer number

  • https://XXXX0.cxtsoftware.net/CxtWebService/CXTWCF.svc

  • https://XXXX.cxtsoftware.new/CxtWebService/CxtWebServiceRest.svc/rest/process/LoadChiefWeb

Create a LoadChief User

Create a user for LoadChief from the Users section of the Operations App.

  1. Go to Maintenance > Users.

  2. Create a user with the following permissions:

    • Orders

      • Edit Orders

      • Edit Dispatched Orders

      • Edit Rates

      • Edit Item Quantities

      • Edit Order Distance

      • Edit Parcel Items

      • Edit Customer Notes

      • Cancel Orders

      • Unlock Rates

      • Unlock Driver Pay

      • View Charges

      • View Driver Pay Amounts

      • View Driver Pay Percents

      • View Order Parcels

      • Edit Order Parcels

      • Allow Spell Check of Orders

      • Allow Surcharge Override

      • View XS Data

      • View XS Order Parcel Data

  3. Provide LoadChief with the username and password.

Submit CXT Software Integration Request

Create an Integration integration request with CXT Software and include authentication details information that were was provided by LoadChief.

Create a LoadChief Driver

Create a driver that is going to be used to assign orders to LoadChief.

  1. Go to Maintenance > Human Resources.

  2. Create a new human resource record for the LoadChief driver.

  3. Go to Maintenance > Drivers.

  4. Create a new driver and make sure to select the human resource record you created in step 2.

Verify Required Service Types

The following are service types required by LoadChief and must be in the Service Types section.

  • Sedan

  • SUV

  • Pickup Truck

  • Van

  • Full Size Pickup

  • Cargo Van

  • Flat Bed

  • 24 Feet Truck

  • Dry Van

Create an Additional Compensation Status Code (Optional)

If you need to add additional compensation, you need to create an “AdditionalCompensation” status code.

  1. Go to Maintenance > Status Codes.

  2. Create a new status code for the additional compensation.

Dispatching Orders and Workflow

Orders can be dispatched to the LoadChief driver after CXT Software has deployed the components.

Confirmed Order

If confirmed, LoadChief will send a confirmation notification back and will update the order.

Additional Compensation

If additional compensation is required, apply the “addtionalcompenstation” “AddtionalCompenstation” status code to the order and add the amount in the status code comment.

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Delivered Order

When the order is delivered, LoadChief will send a delivery update and final pay update that will update the driver pay and lock the rate and pay on the order.