Primus Integration Guide

Connect FTM to Primus for real-time freight quotes, booking, and seamless shipment management.

Overview

The Primus Integration allows you to:

• Get real-time rates for shipments directly from Primus
• Book shipments based on selected quotes
• Track freight class using Primus’ density table
• Submit shipment data with minimal clicks using Flow or Apex

This integration uses GET and POST requests to communicate with Primus’ APIs, allowing you to retrieve quotes and book shipments seamlessly inside FTM.

What You’ll Need

1. Primus API Credentials
   • Vendor ID
   • Quote number
   • Shipper and consignee details (you’ll need to configure these as part of the booking process)
2. Salesforce Setup
   • Primus Integration button on Lane Quote object
   • Quote Cargo records attached to Lane Quotes for rate calculations
   • Custom Fields: Pickup/Delivery addresses, Freight Class, StackAmount, Weight Type
3. Flow Configuration
   • Automated steps for cargo creation and quote submission
     

Setup Instructions

1. Configure Custom Fields

Ensure these fields are correctly set up for the integration:

• Pickup & Delivery Addresses: Required for rate calculation
• Units Type: Default to “US” (can be changed to metric if necessary)

• Freight Class: Automatically calculated based on the cargo’s dimensions, weight, etc.
• StackAmount: Required if stack is checked

2. Lane Quote Setup

1. Create or select a Lane Quote record in Salesforce.
2. Ensure that Pickup and Delivery addresses are filled out correctly.
3. Add Quote Cargo records to the Lane Quote. You can add multiple cargo items, each with details like stack, package type, and weight type.

3. Get Rate and Book Shipment

• Click the Primus Integration button to retrieve rates for the Lane Quote.

• You will see the response on the page, including freight class and cost details.

• Once the rate is confirmed, click Book Shipment to finalize the booking with Primus.

4. Static Resource (for Credentials)

For secure handling of API credentials, store your Primus credentials in a Static Resource.

1. Go to Setup → Static Resources in Salesforce.
2. Click New and name it PrimusCredentials.
3. Upload a .txt or .json file with your API credentials and relevant information (e.g., vendorId, quoteNumber).

Common Issues and Fixes

Issue 1: Error in Booking Shipment

• Cause: Missing or incorrect terms (shipper, consignee, third party) in the request.
• Fix: Ensure all necessary fields are filled, particularly the customer name and address.

Issue 2: Unable to Retrieve Rates

• Cause: Incorrect Vendor ID or Quote Number.
• Fix: Double-check the values for Vendor ID and Quote Number in your request.

Issue 3: Missing Freight Class

• Cause: The class calculation depends on weight and dimensions.
• Fix: Ensure that the weight and dimensions are entered for the cargo. Primus will automatically calculate the class based on the density table.

Field Mapping

FTM Field	Primus API Field	Notes
Pickup Address	pickupAddress	Required for rate calculation
Delivery Address	deliveryAddress	Required for rate calculation
Units Type	unitsType	Default: US, can be changed to metric
Freight Class	freightClass	Automatically calculated using Primus density table
StackAmount	stackAmount	Set if the stack checkbox is selected
Quote Number	quoteNumber	Unique identifier for the quote in the Primus system
Vendor ID	vendorId	Unique identifier for the shipper

FAQs

1. How do I handle Freight Class automatically?
    Primus uses a density table to calculate freight class based on weight and dimensions. If set to auto, the system will calculate it for you.
2. Can I book multiple shipments at once?
    Yes, you can create multiple cargo records on the Lane Quote and submit them together for rate calculations.
3. What happens if the shipment cannot be booked?
    You will receive an error response, and the system will log it for review. Check for missing fields or incorrect data.
4. Can I see the rate breakdown?
    Yes, the rate response will show you the detailed breakdown of charges and fees, including Freight Class, weight, and distance.
5. Is it possible to use a custom Freight Class table?
    Currently, Primus only uses their internal density table for Freight Class calculations, but this may be updated in future versions.

Need Help?
For questions, changes, or to activate your Primus integration, email [email protected]