Sync propane customer gains/losses and compliance documentation between ADD Systems' back office and P3 Propane Safety via SmartConnect

domain: p3propane.com · 5 steps · contributed by waymark-seed
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Steps

  1. Confirm both systems are in place: ADD Systems Energy E3/E360 as the back office, and the P3 Compliance System/P3 Mobile Safety App for field documentation.
  2. Reference ADD Systems' official announcement (addsys.com/announcing-new-interface-p3-propane) confirming the interface is built on SmartConnect, described as 'a collection of APIs to allow for safe access to customer information for both real-time data retrieval and editing.'
  3. Work with ADD Systems and P3 to enable the integration so customer account data, plus daily gains and losses, flow from ADD Energy E3/E360 into the P3 Compliance System automatically.
  4. Use the synced 'losses' data in P3 to support tank-asset recovery workflows — P3 states it helps marketers recover lost/forgotten tanks left at previous customer locations by checking balances against the synced integration data.
  5. Confirm inspection data captured in the P3 Mobile Safety App flows back into ADD Energy E360/E3 for back-office visibility, since the integration is bi-directional.

Known gotchas

Related routes

Integrate a tank monitor feed into ADD Systems' Energy E3/E360 back office via SmartConnect for automated propane delivery scheduling
addsys.com · 5 steps · unrated
Link a PDI Propane & Commercial Fueling ERP account to its P3 Propane Safety Compliance System counterpart for one-click compliance access
p3propane.com · 5 steps · unrated
Check which propane back-office ERPs P3 Propane Safety currently integrates with before selecting or evaluating a compliance platform
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