Configure and Use TradeTapp Integration

TradeTapp integration streamlines your supplier qualification and risk management by connecting Cost Management with TradeTapp's company prequalification platform. This integration offers several key benefits:

• Seamless data sharing: Access supplier qualification and risk profile data directly within Cost Management without switching between systems.
• Automatic supplier matching: The system uses Tax ID to match supplier companies between TradeTapp and Cost Management for accurate data synchronization.
• Centralized agreement management: Upload and manage Master Service Agreements with effective and expiration dates in one location.
• Enhanced risk visibility: View supplier risk status, qualification status, and financial limits directly in contract flyouts.
• Insurance document access: Download and review insurance program documents with expiration dates directly from contracts.
• Document automation: Pull qualification data into contract templates using document variables for consistent, accurate documentation.

Check out the overview video to see the workflow in action:

In this article:

• Configure Account-Level TradeTapp Settings
• Set Up Company Information in TradeTapp
• Upload Master Service Agreements
• View Qualification and Risk Profile in Contracts
  • Qualification and Risk Profile Fields
• Use Document Variables for TradeTapp Data
  • Available TradeTapp Variables
• Troubleshoot TradeTapp Integration

Configure Account-Level TradeTapp Settings

This section explains how to connect your TradeTapp account at the account level in Library. Once connected, supplier qualification and risk profile data from TradeTapp automatically syncs to Cost Management contracts.

To configure TradeTapp integration:

1. Go to Account Admin, then click Library, and choose Cost Management.

2. Click Settings.

   

3. Find TradeTapp in the list of integration partners.

4. Click Log in.

   

5. Sign in to your TradeTapp account when prompted.

Once you sign in, the system displays your logged-in status with your account information.

Set Up Company Information in TradeTapp

TradeTapp provides four company name field options to handle different naming scenarios. This flexibility solves the common challenge of using legal entity names versus "doing business as" names in contracts.

Understanding the company name fields:

In TradeTapp, there are four choices you can select from to set the one to be used as "Company Name." This is the field that Cost Management uses. The system lets you choose between:

• Company Name: The primary name displayed in TradeTapp and synced to Cost Management
• Company Tax Name: The legal name associated with tax identification
• Doing Business As: The trade name or operating name
• Network Name: The name used within your business network

The Company Name field is the one Cost Management uses to populate supplier information in contracts. You can use this to solve situations where you need to use a "legal entity" versus "doing business as" name and address in contracts.

Upload Master Service Agreements

You can upload Master Service Agreements (MSA) in TradeTapp to track contract terms and validity periods. These agreements automatically appear in the contract flyout in Cost Management once uploaded.

To upload a Master Service Agreement:

1. In TradeTapp, navigate to the company's General tab.

2. Scroll to the Master Service Agreement section.

3. Click Upload Document.

   

4. In the Upload MSA Document dialog, enter the Effective date. This field is required.

5. Optionally, enter the Expiration date to track when the agreement expires.

6. Click Upload Document to select your MSA file from your computer.

   Note: Only PDF files with a maximum size of 5 MB are supported.

7. Click Upload to save the document.

The uploaded MSA document now appears in the Master Service Agreement section with the effective date displayed. In Cost Management, you can access this document directly from the contract flyout, in the Qualification and Risk Profile section.

View Qualification and Risk Profile in Contracts

Once TradeTapp integration is configured, the Qualification and Risk Profile section appears in contract flyouts. This section displays comprehensive supplier information synced from TradeTapp.

To view qualification and risk profile data:

1. In Cost Management, select the Cost tool from the left navigation.

2. Open a contract to display its flyout.

3. Scroll to the Qualification and Risk Profile section.

4. Click Log in to TradeTapp to view the full qualification and risk profile of the supplier in the TradeTapp platform.

   

Qualification and Risk Profile Fields

The Qualification and Risk Profile section displays the following information:

Use Document Variables for TradeTapp Data

Document variables let you automatically pull TradeTapp qualification data into your contract templates. This feature ensures consistency and reduces manual data entry when generating contract documents.

To learn how to access and use the Variable Finder tool, see Variables in Cost Management. The Variable Finder lets you browse available variables, preview data, and copy variable syntax for your templates.

Available TradeTapp Variables

In the Variable Finder, navigate to Contract > Supplier > Qualification to find related variables:

Master Service Agreement variables:

• Effective Date: {contract.supplier.qualification.msa.effectiveDate} - The effective date of the Master Service Agreement
• File Name: {contract.supplier.qualification.msa.fileName} - The file name of the uploaded MSA document

Additional qualification variables:

The Variable Finder provides access to additional TradeTapp qualification variables, including:

• Legal Entity Name and Address information
• Professional Licenses with identification numbers
• Business Tax ID
• Trade classifications
• Company website URL
• Risk status and qualification metrics
• Financial limits

Troubleshoot TradeTapp Integration

This section provides solutions to common issues that you might encounter when using TradeTapp integration with Cost Management.