Once in production, there are multiple ways you can setup your trading partners to forward emails to Conexiom.
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CRM Integration: Integrating with products like Salesforce software. Salesforce filters emails and forwards on relevant trade documents (orders) to Conexiom.
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Email Forwarding: Forwarding of emails based on inbox rules.
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Email Forwarding with RBOP: Blind copying, (using the “BCC:” address field), of email based on mail-server rules.
Email Option Decision Tree
You can setup the best option for each of your trading partners, (whether customer or vendor), by first asking a few basic questions, including whether documents should be sent to a designated central inbox or to various individuals across the organization. A different decision can be made for each trading partner.
To find the best strategy for a trading partner to automatically forward email orders to Conexiom, use the following table to compare situations and solutions.
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Current Situation |
Solution |
Outcome |
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Only for Designated Inboxes that typically receive one type of document. Example: orders@examplecompany.com |
Forwarding Apply inbox-level rules |
Will mean the "From" address will be the client-company account email. |
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Designated Inboxes that typically receive only one type of document. AND Require additional options. Example: Require appending a value to the subject line to inform a specific user that an email was sent to Conexiom; (beneficial when multiple users need to be kept informed of the actions in one inbox). |
Mail Server Rules Apply mail server-level rules |
Will mean the "From" address will be the trading-partner account email, (customer or vendor). |
|
Situations where an Inbox receives multiple types of documents on a regular basis. OR When many individuals across the organization receive documents for processing. Basically, any situation when setting up a server redirect would result in Conexiom receiving non-relevant document types, even with the email rules in place. |
RBOP Apply mail server-level rules |
Will mean the "From" address will be the trading-partner account email, (customer or vendor). More effort required within Conexiom to set up and maintain for each trading partner. This requires a unique buyer identifier (either domain or email address) for each trading partner configuration (map) set up within Conexiom. |
Ensure you do not set Conexiom up as a recipient from a distribution list. This is important because no filters or rules can be applied to that type of list.