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In most cases you should be able to download your Contracts / Accounts from within your Web Services window but if you need to manually add/edit or add , you can do so in the Tools menu “Web Services” tab (top toolbar) > Configure > OFDA Settings. Follow the instructions Vendor Web Service Settings > Follow instructions in the panel below to manually add Accounts.

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In some cases, you may need to import your Contracts for your Vendor Web Services:

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  • The Excel file needs to have a header

  • All dropdowns need to be filled out and have data 

Tools > Configure > OFDA Web Services > Vendor Web Service Settings > Import From Excel > Select your Vendor > Highlight Contract Types > > Select Import from Excel

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See Vendor Integrations for more detailed instructions on the different web services available in e-manage|ONE. If you are looking to add an OFDA Contact see here.