Wausau Process

This section will show the step-by-step process to get the data from the quote/order system to a folder where you can upload it to SaberisConnect.

  1. Navigate to either the Quotes or Orders Search Page.

  2. Select the Quotes Action Icon next to the quote you would like to Export.

  3. Select Download XML/Export.
  4. TIP   Do not use the "Export" command from the actual quote, the file needed for Saberis integration must come from the Quote Search page export function.

  5. Save the file to a convenient folder for uploading to SaberisConnect. EX: C:\VendorSaberisData

Now go to your account in SaberisConnect to complete the task.