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How to Configure Mitchell Connect EMS Export and Import Directory Settings

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TitleHow to Configure Mitchell Connect EMS Export and Import Directory Settings
SummaryHow to set up EMS export and import directories in Mitchell Connect, to enable data exchanges with estimating and parts management systems.
ObjectiveTo set up EMS export and import paths in Mitchell Connect.
EnvironmentMitchell Connect, Mitchell Cloud Estimating
Procedure

Directories must be unique for each estimating or parts ordering system, and extra export directories can be added as needed. 

To configure import and directories:

  1. Go to Settings.
  2. In the Estimating section, click Importing and Exporting.  If Importing and Exporting is not listed, use the following article to configure the Mitchell Cloud Estimating EMS directory: How To Configure and Export EMS/BMS With Mitchell Cloud Estimating
  3. For each applicable estimating or parts ordering system, click Select Directory.
  4. Browse to the pertinent EMS folder and click OK.
  5. If needed, click + Add Directory to create more directory fields.
  6. Click Done to save changes.

 

Additional Notes
URL NameHow-to-Configure-Mitchell-Connect-EMS-Export-and-Import-Directory-Settings

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