How to enable Tai TMS integration in Chain
If you use Tai as your TMS provider, it is easy to enable the integration.
There are two main steps to enabling Tai TMS integration in Chain:
Creating a public key for Chain in Tai - This step enables data from Chain to Tai. For example, this will allow Chain to update locations on a load in Tai
Creating an integration source in Tai - This step enables data from Tai to Chain
Upload Historical Data - We can upload historical load data that powers carrier suggestions in Chain Booking
Step 1
Creating a Public Key for Chain in Tai
Note: You must do this with an Admin Tai Account
In these instructions, we will generate a public API key in Tai for Chain to use when updating pertinent load information (such as arrival/departures and load locations) in Tai.
The steps involve:
Go inside of Tai, click LSP, and then Public Authentication Key
2. Click the Add Public Authentication Key button
3. A pop-up should show. Fill in the following details:
Organization: Should be automatically selected unless you have multiple organizations
Staff: Should be automatically selected, or you can select yourself
Copy the "Authentication Key", we will paste it inside of Chain. Then click "Save"
4. Navigate to the "Settings" page in Chain. (Click your Avatar at the top right)
5. Click on Apps on the left menu
6. Scroll down to the Tai app and click Enable.
7. Paste the Authentication Key you copied from Tai into the Public Key field in Chain
Step 2
Creating an Integration Source in Tai
Note: You must do this with an Admin Tai Account
These instructions set up an integration source inside of Tai which allows the syncing of load information from Tai -> Chain.
The steps involve:
Generate an API Key inside of Chain. See Generating an api key in Chain
If you would like to set up a sandbox (or beta) environment, please reach out to your Chain account manager so they can also set up a sandbox environment for you where you can generate a Sandbox API Key
Go inside of Tai, click LSP, and then Integration Sources
3. Click "Add New Integration Source"
4. Create a new integration source with the following details:
Source Description: You can type "Chain - " followed by your company name
Source Group: Choose Other
Integration Type: Choose Public API Webhooks
Owner Organization: Should be automatically selected unless you have multiple organizations
DO NOT ADD these fields below. Tai will override the Authorization field in the next step if you do.
User Name: leave this blank
Password: leave this blank
5. Click "Save and View Details"
6. Now we will add the integration "Source Settings". Click "Edit Source"
7. Fill in the following values for the "Name" and "Value" fields:
Authorization - The value for this "Name" is the API Key you generated in Chaie
ShipmentCreateUrl
https://api.chaineapp.com/apps/events/v1/tai
ShipmentDetailUpdateUrl
https://api.chaineapp.com/apps/events/v1/tai
ShipmentStatusUpdateUrl
https://api.chaineapp.com/apps/events/v1/tai
LSPCarrierCreateUrl
https://api.chaineapp.com/apps/events/v1/tai/carriers
LSPCarrierUpdateUrl
https://api.chaineapp.com/apps/events/v1/tai/carriers
ONLY DO THE FOLLOWING IF you are NOT using Chain for tracking. If you are using Chain for tracking, do NOT add ShipmentLocationUpdateUrl.
ShipmentLocationUpdateUrl
https://api.chaineapp.com/v1/events/tracking/tai/location
Here is how it should look
8. Click Save and View Details
9. At the bottom of the page, the Linked Organization needs to be set and will ensure that shipments for that organization are submitted. Select the appropriate org and click Save
If you have multiple orgs that need to map to different workspaces inside of Chain, please work with your Chain Implementation Specialist to ensure that the correct orgs are linked to the correct workspaces. They will be able to help you set this up.
That's it! Once Tai enables the webhook, loads will begin to flow into Chain.
To learn more, see How Tai integrates with Chain
Generating an API Key in Chain
To generate an API Key in Chain, you will need to have the "Admin" role. If you do not have this role, please reach out to your Chain account manager to have them generate an API Key for you.
Steps:
Navigate to the "Settings" page in Chain. (Click your Avatar at the top right)
Click on 'Apps' on the left-menu
Scroll down to the "Tai" app and click Enable
Click "Create Key" to generate an API Key
Click "Reveal key" to show the key, and then simply click-it to copy the key to your clipboard.
That's it! You now have an API Key that you can provide to Tai to enable the integration.
Step 3
Upload Historical Loads
If you're using Chain Booking and want to upload your historical loads to leverage Chain's Carrier Suggestions, you can upload your historical loads.
The easiest way to handle this is to allow your Chain Implementation Specialist to do this for you by providing them with a temporary Tai login. Alternatively, you can do it yourself by following the instructions below.
Step-by-Step Guide to Export Historical Loads
Creating a Custom Report
Go to Reports
Navigate to the "Reports" section in Tai TMS.
Select Manage Custom Reports
Click on "Manage Custom Reports" to start creating a new report.
Add New Report
Click on "Add New Report."
Name the Report
Name the report:
Chain - historical loads.
Select a User
Select yourself as the user for the report.
Configure Report Columns and Filters
Ensure "Shipment" is selected under Available Report Columns.
The following columns must be selected along with Filters for Created Date & Time, Shipment Type, and Status:
Created Date & Time*
From the "Commodity Information" section:
Total Weight
Commodity Descriptions
Commodity Marks
From the "Customer Information" section:
Customer Name
From the "Destination Location" section:
Destination City
Destination State
Destination ZIP Code
Destination Stop Type
From the "Linehaul Carrier Information" section:
Linehaul Carrier Name
Linehaul Carrier Phone
Linehaul Carrier SCAC
Linehaul Carrier DOT Number
Linehaul Carrier MC Number
Linehaul LSP Carrier Email
From the "Origin Location" section:
Origin City
Origin State
Origin ZIP Code
Origin Stop Type
From the "Pricing Detail Information" section:
Accessorial List
From the "Reference Numbers" section:
Temperature
Carrier Dispatcher Name
Carrier Dispatcher Phone Number
Carrier Rep
Carrier Rep Id
From the "Sales Rep Information" section:
Sales Rep Name
Sales Rep Ids
Sales Rep Email
From the "Shipment Dates" section:
Pickup Date
Delivery Estimated Date
Delivery Estimated Date & Time
Created Date & Time*
Pickup Appointment Start Date & Time
Pickup Appointment End Time
From the "Shipment Information" section:
Shipment ID
Shipment Type
Service Level
Status
Mileage
Trailer Size
Trailer Type
Accessorial List
Carrier Name List
From the "Shipment Pricing Information" section:
Sell Total
Buy Total
Margin Total
Make sure the following filters are selected on the right-side table for the following fields:
Created Date & Time - Filter: Last 12 Months
Shipment Type - Filter: Contains "Truckload, DomesticFreight"
Status - Filter: Contains "[ "Delivered" ]"
Setting Up the Delivery Schedule
Select Delivery Schedule
After configuring the report columns and filters, select the "delivery schedule."
Add Delivery Schedule
Click on "Add Delivery Schedule."
Configure the Delivery Schedule
Set the following options:
Frequency: Weekly
Deliver On: Select today's day
Time of Day: Select 30 minutes from the current time
Export Format: JSON
Status: Active
Recipient Emails: dev-support@chaineapp.com
Subject: Your company's name followed by "Historical File Upload"
Body: Leave it empty or enter the same as the Subject
Final Steps
Remove Delivery Schedule
By the end of the day (usually after 30-60 minutes from the "Time of Day" you selected), go back to the Custom Report and remove the delivery schedule to stop further exports.
Following these steps will enable you to export historical loads from Tai TMS efficiently. If you encounter any issues or need further assistance, don't hesitate to reach out to your Chain Implementation Specialist.