Firstly, go to the contractor page, then when on the screen, you should see a button in the top right of the screen called "Select and Push to MDA". If you do not see this, it may be that you haven't saved your API Defaults so please go back to the MDA Integration screen and check this.
Upon clicking on this button, you will see the screen below.
Here, it will ask you to choose the supplier you wish to push contractor data to. Once selected, click "submit". Please note, only contractors with an email address will show as able to be pushed through.
Upon clicking "Load", you should see a list of all eligible contractor records that are able to be pushed through.
You can use the tick box in the dark blue bar next to "contractor name", to select all workers, or you can select the white box next to the actual contractor's names, to select individual workers.
Please select the worker(s) you wish to push through and click "Push Selected to Queue List"
Now, a box should pop up asking you to choose a "push label", this is a free text box and can be anything you wish, it will show in your queue list so you can identify groups or individuals you have sent to the suppliers. Once you are happy with your label, click the button that says "push".
If successful, you should see the following pop-up in the bottom right-hand corner of the screen.
To view data you have sent to the supplier, you will need to go to your "queue". You can do this by clicking on the below icon (which is in the top of your screen, or you can go to the main MDA Integrations screen and click on the button that says "Queue List", in the top right-hand corner of the screen.
Now in the Queue List, you will be able to see a list of all of the data you have sent to your supplier, here you can see the one I pushed earlier, identified by its label " New contractors "
If you click on the eye icon, it allows you to see the details, and the status of the contractor information you have pushed through.
Here you can see the status is "pending" which means it has been sent successfully to the umbrella, however you are awaiting their response.
Once it has been viewed and accepted, you will be able to see the status as "Completed".
If the umbrella company rejects the information, for whatever reason, it will show as rejected so that you can pick it up and query it with them.
