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First your IT professional will have to create an FTP site. Here are some instructions we found on the internet -
Server Based System - please perform the following configuration:
Kindly have your IT Professional configure Port 443 (or Port 80) on your server. (Instructions are https://wwwsmartadvocate.windowscentral.com/how-set-and-manage-ftp-server-windows-10
Have your IT Professional provide Intake Conversion Experts (ICE) with the following information:
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FTP Host
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FTP User
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FTP Password
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FTP Folder Name
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FTP Port
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FTP Protocol
(Implicit FTP over TLS or Explicit FTP over TLS)
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Local or UNC Path for FTP
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Once you have forwarded Intake Conversion Experts (ICE) the above information, Intake Conversion Experts (ICE) will configure their side and advise SmartAdvocate to complete the integration.atlassian.net/l/c/BkHN739r).
SaaS Cloud System - you will need the tenant ID which is unique for each client and can be provided to you by request to Implementation@SmartAdvocate.com. You will use the following Post URL for your integration:
https://app.smartadvocate.com/GetCaseInfo/caserelinfoaspx.aspx
In SmartAdvocate you must implement the following:
Your SmartAdvocate case types must match the case types which are being transmitted exactly. If the integration cannot find a match, the integration will select a general negligence case type in SmartAdvocate.
Each case type must have a generic sub-type labeled as “Unknown”. If unknown is not an available option under case sub type in SmartAdvocate, the integration will select a random case sub-type. You can also the vendor provide the information for case sub type and have the integration pass this information if it is available association with the case type.
Each case type you will be using for the integration must have a default status. This will allow you to change the status accordingly and kick off any associated work plans or automated campaigns configured in SmartAdvocate after the case is imported.
Each case type must have a default defendant assigned to the case types in SmartAdvocate.
Each question being transmitted must have an exact corresponding user defined field in SmartAdvocate's case wizard. If a question does not match it will be added to a comment field which may not be desirable for reporting purposes.
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