Pitney Bowes
- Implementation
https://www.pitneybowes.com/us
Server Based System - please perform the following configuration:
Kindly have your IT Professional create an FTP/SFTP site. Here are some instructions we found on the internet: https://www.windowscentral.com/how-set-and-manage-ftp-server-windows-10
Once you have created your FTP/SFTP site, provide Pitney Bowes with the following information:
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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Please forward the above responses to Pitney Bowes. Pitney Bowes will configure their portion and advise SmartAdvocate to configure ours. Testing will be done and once testing is completed SmartAdvocate will advise you to begin using the integration.
SaaS Cloud System - we will be configuring your system for you directly and advise you once completed. We will forward the FTP information to you to submit to Pitney Bowes.
Pitney Bowes will provide SmartAdvocate with data collected. Here is a sample of possible data provided by Pitney Bowes:
CostCenterCode | CarrierName | TotalCost | ShipmentDate |
4 | FedEx Web Services | 15.37 | 6/30/2020 0:00 |
4 | FedEx Web Services | 8.7 | 6/30/2020 0:00 |
4 | USPS | 6.05 | 6/30/2020 0:00 |
4 | USPS | 7.65 | 6/30/2020 0:00 |
4 | FedEx Web Services | 8.7 | 6/30/2020 0:00 |
4 | FedEx Web Services | 8.7 | 6/30/2020 0:00 |
“CostCenterCode” would be “Case Number”
“Name” would be “Plaintiff Name”
“Description” is just a duplicate of “Name” (aka “Plaintiff Name”)
“Active” can be static and set to “1”
"CostCenterCode","Name","Description","Active"
"0000001","Brinkworth v. Doe","Brinkworth v. Doe","1"
"0000002","Nast v. Doe","Nast v. Doe","1"
"0000003","Smith v. Doe","Smith v. Doe","1"
"0000004","Jones v. Doe","Jones v. Doe","1"
We will map the data provided by Pitney Bowes as follows:
Pitney Bowes Information | SmartAdvocate Section | SmartAdvocate Screen | SmartAdvocate Field | SmartAdvocate Selection |
CostCenterCode | General | Summary | Case Number |
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CarrierName | General | Disbursement | Payee |
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TotalCost | General | Disbursement | Amount |
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ShipmentDate | General | Disbursement | Invoice Date |
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| General | Disbursement | Disbursement Type | Postage/Delivery |
| General | Disbursement | Status | Paid |
| General | Disbursement | Clients | Select Share Expenses Across Clients or Primary Plaintiff Only |
The data will appear in SmartAdvocate as a disbursement as follows:
If you have further questions about Pitney Bowes directly, please contact:
John Goetz
Major Account Manager
M + 631 796 5460
F + 203 617 6609
Pitney Bowes
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.