Download & Installation
Users can now import and export workfile data via cccone.com. To import and export data to your machine you must download and install the CCC ONE ™ Data Transfer Application. This application allows you to:
- Import EMS assignments
- Import EMS estimates
- Export EMS estimates
- Import EMS part price changes
- Import parts provider XML
- Export CCC workfile copies
- Import CCC workfile copies
To download and install the CCC ONE ™ Data Transfer Application:
- Go to Settings, then select Data Connections
- Click the Configure button for EMS and Workfile Copy settings
- Click the Download Now button
Launch the application installer when download is complete, then click the Install button.
Notes:
- You must have the following security permission to access EMS and Workfile Copy settings: Enable import/export EMS and workfile copy on cccone.com
- Import and export settings are specific to the logged in user and the device used
- The CCC ONE ™ Data Transfer Application is a Windows application and is only supported on Windows devices
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Configuring the Data Transfer Application
When installation of the data transfer application is complete, you're ready to configure the application for import and export.
Follow these steps to configure the data transfer application:
- Go to EMS and Workfile Copy settings on cccone.com
- Select the Generate link to get your Transfer Key
- Select the copy button in the Transfer Key field
- Open the CCC ONE ™ Data Transfer Application
- Click the Paste from clipboard link, then Save changes
Your data transfer application is ready to import and export workfile data!
Notes:
- The Transfer Key is a unique ID used by the data transfer application to import and export data. You can obtain a new Transfer Key by clicking the Regenerate button in EMS and Workfile Copy settings
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Configuring Import & Export Settings
Now that the data transfer application is configured, you're almost ready to import and export workfiles on cccone.com. To complete configuration you'll need to specify the directory paths used to import and export data.
To configure import directories:
- Go to EMS and Workfile Copy settings on cccone.com
- Set the switch for Import workfile estimate data to Enabled
- Check or uncheck the Clear directory after import box to automatically clean-up the directory of imported files
- Click Add directory
- Select the file Import Type
- Specify the Directory file path and click OK
- Save changes to EMS and Workfile Copy settings
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To configure export directories:
- Go to EMS and Workfile Copy settings on cccone.com
- Set the switch for Export workfile estimate data to Enabled
- Check or uncheck options for Prompt to export EMS
- Click Add directory
- Select the file Export Type
- Specify the Directory file path and click OK
- Save changes to EMS and Workfile Copy settings
Note: When Export Type is EMS 2.01 Estimate you have additional settings to configure:
- Location - EMS will be exported only for the shop location specified
- Insurance Company - EMS will be exported only for the insurance company specified
- Vendor - Allows you to configure different directory paths specific to vendor.
- Exclude customer information - Excludes customer information from the EMS export
- Redact VIN - Retains only the last 8 characters of the VIN
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