Configure OFDA Accounts

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Mar 22, 2023 by Maresa Rojas
1 min read

Adding Vendor Accounts for Web Services

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, you can do so in the “Web Services” tab (top toolbar) > Vendor Web Service Settings > Follow instructions in the panel below to manually add Accounts.

 

 

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

Importing Contracts from Excel 

  • The Excel file needs to have a header

  • All dropdowns need to be filled out and have data 

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

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.