When onboarding/adding a new Estes account the following information needs to be provided and verified:


NOTE: This article refers to the Estes REST connection. If you use the SOAP connection, refer to Estes - Onboarding Requirements [Information]


TO BE PROVIDED


- Estes Username/Password

- Estes API Key

- Label type

- Induction Address


TO BE VERIFIED


1. That the username, password and API Key have been provided by an Estes representative.


WARNING: Any missing or non-validated, incorrect setup or information will delay the setup process.


 
Once you have verified that information, proceed to Phase 2: Setting up the Baseline Carrier Connection:

How to set up an Estes REST Baseline account [Step-by-Step guide].