Integration via JAGGAER Standard Messaging

JAGGAER enables the  client to integrate with an ERP or other systems using XML messages, comma-separated value (CSV) flat files, or both (for some integration points). Data is transmitted directly between JAGGAER and the client’s system using standard JAGGAER XML messages or flat files. All integration points must be coordinated through JAGGAER Professional Services to provide guidance and support.

 

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Integration Method and Approach

Client will send/receive JAGGAER messaging in an available JAGGAER standard format (e.g. XML, flat file) and frequency for each integration listed below. JAGGAER standard messaging includes the following basic assumptions:

The principles of JAGGAER’s methodology include:

  • JAGGAER will configure the application to enable the applicable integration(s).
  • Client will, as required, change the client file format to accommodate the standard JAGGAER message requirements noted in the table(s) below.
  • Client will, as required by the specific integration, transmit or receive the file via HTTPS post or secure FTP.
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Client Responsibilities

In support of the deployment of integrations with the JAGGAER application, the client is responsible for the following:

  • Obtain input from the necessary technical resources for the development of the integration specification and design
  • Make knowledgeable technical resources available for integration development and testing
  • Make the necessary client environments available
  • Migrate client-side integration configurations between client environments
  • Perform and validate the firewall configuration required for JAGGAER integration. The required configuration is to open a specific set of well-known ports to inbound traffic from a specific list of static IP addresses.
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JAGGAER Responsibilities

In support of the deployment of integrations with the JAGGAER application, JAGGAER is responsible for the following:

  • Facilitate the design of the integration
  • Provide an integration specification
  • Provide confirmation on the functionality during testing
  • Support client during integration testing and issue resolution
  • Migrate JAGGAER application integration configurations between JAGGAER environments
  • Provide best practice guidance and expertise
  • Provide FTP server for file transmission, if needed
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Deliverables

  • Technical kickoff
  • Integration specification(s)
  • Integration(s) enabled in all applicable environments as defined in the statement of work for the project.
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Integration Points

JAGGAER integrations include:

User Authentication/Management

IntegrationDescriptionSystemJAG Standard Format(s)
Single Sign-on (SSO) via available methodsSSO enables the client users to maintain
their access and authentication in one system, and in many cases to use one central login portal to access many applications.
Client SystemCAS, SAML, LDAP, LoginXML
User Import / SynchronizationImport client approval rules and assigned
approvers from your ERP system to the JAGGAER application for use in Advanced Dynamic Workflow.
Client SystemXML, flat file

Approval Management

IntegrationDescriptionSystemJAG Standard Format (s)
Advanced Dynamic
Workflow (ADW) Synchronization
Import client approval rules and assigned approvers from your ERP system to the JAGGAER application for use in Advanced Dynamic Workflow.Client SystemXML

eProcurement

IntegrationDescriptionSystemJAG Standard Format(s)
Custom Field ImportImport chart of accounts values from the client system to the JAGGAER application.Client SystemXML, flat file
Custom Field Relationship ImportImport parent-child relationships between custom field values.Client SystemXML, flat file
Asynchronous Purchase Requisition ValidationTransmit Purchase Requisition data for the purpose of validating its content. For example, the client ERP system can determine the available budget, account code validity, and data accuracy by processing the purchase requisition validation message from the JAGGAER application.Client SystemXML
Purchase Order Export (including PO Changes)Export Purchase Orders from the JAGGAER application to the client ERP system.Client SystemXML, flat file
Additional Integrations
Purchase Order ImportImport Purchase Orders that are created in the client ERP system to the JAGGAER application for order delivery to suppliers.Client SystemXML, flat files
Purchase Order Status ImportImport Purchase Order status (e.g. closed, canceled) and limited additional data from the client system.Client SystemXML
Purchase Requisition ExportExport Purchase Requisition data from the JAGGAER application to a client system for review or storage.Client SystemXML, flat files
Purchase Requisition ImportImport Purchase Requisition data that was created in a client system to the JAGGAER application. This is commonly used to leverage the approval process for requests created in 3rd party applications.Client SystemXML, flat files
Shipping / Billing Address SynchronizationSynchronize BillTo and ShipTo addresses from the client ERP system to the JAGGAER application.Client SystemXML
Item Master SynchronizationSynchronize item master data between JAGGAER’s Virtual Item Master module and a client’s item management system.Client SystemXML
 Contract Item ImportImport contract header and line-item
data from a client system to the JAGGAER application.
Client SystemXML

eProcurement (marketplace)

IntegrationDescriptionSystemJAG Standard Format(s)
Punchout via Standard cXML/oXML from Client procurement systemProvides user access via a punch-out interface, utilizing the cXML standard or Oracle Native cXML standard, from the client’s ERP system to the JAGGAER application.Client SystemcXML, oXML, HTMLParam
Item Master SynchronizationSynchronize item master data between JAGGAER’s Virtual Item Master module and a client’s item management system.Client SystemXML
Contract Item ImportImport contract header and line-item
data from a client system to the JAGGAER application.
Client SystemXML

eInvoicing

IntegrationDescriptionSystemJAG Standard Format(s)
Invoice ExportExport invoices and credit memos from JAGGAER application to the client ERP system. If the client is matching invoices in the JAGGAER application, this integration is commonly known as the “ok-to-pay” fileClient SystemXML, flat files
Invoice Payment Status UpdateTransmit invoice status (e.g. pay status) information from the client ERP system to the JAGGAER application.Client SystemXML, flat files
Additional Integrations
Receipt ExportExport receipt data entered into the JAGGAER application to the client ERP system for the purpose of matching or record-keeping outside of the JAGGAER application.Client SystemXML
Receipt ImportImport receipt data from a client system (e.g. 3rd party receiving application) to the JAGGAER application for the purpose of matching.Client SystemXML
OCR Invoice ImportTransmit scanned invoices/credit memos and invoice data from a client system (e.g. OCR software) to the JAGGAER for review and processing.Client SystemXML
Invoice ValidationDetermine the validity of a PO or non-PO invoice based on its content. For example, the client ERP
system can determine the available budget, account code validity, and data accuracy by processing the invoice validation message from JAGGAER AP Director. The ERP system can then reply with a response to approve, return, or reject the invoice.
Client SystemXML

Contracts+

IntegrationDescriptionSystemJAG Standard Format(s)
Electronic Signature IntegrationProvides integration between the JAGGAER application and supported eSignature software provider.DocuSign / Adobe SignNot Applicable
Additional Integrations
Contract ExportExport contract data from the JAGGAER application to a client system.Client SystemXML
Contract ImportImport contracts from a client system to the JAGGAER application.Client SystemXML
Contract ValidationValidate contract data against a client system (e.g. ERP system, data warehouse, or third-party
contract management system).
Client SystemXML
Salesforce IntegrationProvides standard integration between the JAGGAER application and Salesforce.com.Salesforce.comNot applicable

Supplier Management

IntegrationDescriptionSystemJAG Standard Format(s)
Supplier Export to ERPTransmit supplier data from the JAGGAER application the client system. Supports a response message from the client system with Client-specific unique identifiers.Client SystemXML, flat files
Supplier
Synchronization
Import supplier data into the JAGGAER application from a client ERP system.Client SystemXML, flat files
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