Purpose
The Kawneer Integration imports order acknowledgements from Kawneer (an Arconic company) directly into TRUE purchase orders. This integration reads the OrderDetails.xlsx file from Kawneer Direct and automatically populates PO line items with products, quantities, and the vendor order ID - streamlining procurement for aluminum building products.
Requirements: Kawneer Direct account with OrderDetails.xlsx export capability. Access to the POs module in TRUE.
How to Import Kawneer Orders
Import Kawneer order acknowledgements into purchase orders
The Kawneer integration is accessed through the Integrations menu in the POs module. You'll need the OrderDetails.xlsx file exported from Kawneer Direct.
Import Kawneer order acknowledgements into your purchase order.
- Navigate to POs module and select or create a PO
- Switch to the Items tab
- Click the Gear icon
- Select Integrations
- Click Kawneer
- Upload or drag the OrderDetails.xlsx file
- Click Submit to import line items
- Review the populated items and verify the Vendor Order ID
Note: The Vendor Order ID is automatically populated from cell E6 of the OrderDetails.xlsx file.
The integration maps Kawneer OrderDetails columns to TRUE PO line item fields.
| Kawneer OrderDetails | TRUE PO Field |
|---|---|
| Column C - Column H combined | Product / Service |
| Cell E6 | Vendor Order ID (Details tab) |
The Product/Service field is populated by combining data from columns C through H, providing a complete product description for each line item.
The OrderDetails.xlsx file is exported from Kawneer Direct, Kawneer's online ordering portal.
Important: Receiving OrderDetails.xlsx isn't automatic for every account. Ask your Kawneer sales rep to enable it on their end - they'll then include the Excel file along with the PDF they normally send for your orders.
To Request the File:
- Contact your Kawneer sales rep and ask them to enable OrderDetails.xlsx export for your account
- Once enabled, your rep will include the OrderDetails.xlsx file with your order confirmations going forward
- Save the file to import into TRUE
Tip: When contacting your Kawneer rep, specifically request the OrderDetails.xlsx format for TRUE integration compatibility.
Frequently Asked Questions
Common questions about the Kawneer integration
Import Issues
This error occurs when the column headers in your OrderDetails.xlsx file don't match the expected format.
- Kawneer updated their export format
- The file was modified after export
- You're using a different Kawneer report type
- The file was saved in a different Excel format
- Re-download the OrderDetails.xlsx file from Kawneer Direct
- Verify you're using the OrderDetails report (not a different export)
- Compare your file headers with a previously working import
- Contact TRUE Support if the issue persists with a fresh download
If the import creates more line items than your order should have, this may be due to header rows or summary rows being interpreted as items.
The integration is designed to read data rows from the OrderDetails.xlsx format. If Kawneer has changed their export to include additional rows or formatting, extra items may be created.
What to Do:
- Review the imported items and delete any extras
- Compare with your original Kawneer order for accuracy
- Report the issue to TRUE Support with the file attached for format review
This is a reproducible browser session issue, not a problem with your file or account.
Fix:
- Clear cookies for docuwrx.com in your browser, then try again
- Or try the import in an incognito/private browsing window
Sometimes files that appear identical can have subtle differences that cause import failures.
Hidden Differences to Check:
- Extra spaces in column headers
- Different character encoding
- Hidden rows or columns
- Merged cells that appear normal
- Cell formatting differences
Note: If you have a working file and a failing file that appear identical, send both to TRUE Support for comparison. The integration can be updated to handle format variations.
Products & Job Assignment
Yes. The Kawneer integration can automatically create products or link to existing products during import.
Product Matching Behavior:
- Existing Product Found: Line item is linked to the matching product in your catalog
- No Match Found: A new product can be created with the Kawneer item details
Tip: Review auto-created products in the Products/Services module to ensure descriptions and pricing meet your standards.
Imported line items automatically inherit the cost center (Job or Stock) from the first related distribution record on the PO, if one exists. If the PO has no existing distribution to match against, items default to Stock.
If items still need to be reassigned:
- Review the line items in the Items tab after import
- Select items that should be job-assigned
- Update the assignment from Stock to the appropriate Job
Integrating a complete vendor catalog (like Kawneer's) into TRUE is a separate process from importing order acknowledgements.
Options for Catalog Integration:
- Manual Entry: Add Kawneer products to your catalog as needed
- Auto-Create on Import: Let the integration create products when importing orders
- Bulk Import: Contact TRUE Support for assistance with bulk catalog imports
Over time, your catalog will build up Kawneer products through regular order imports.
Quote Integration
The Kawneer integration in the POs module is designed for OrderDetails.xlsx files (order acknowledgements). For importing quotes into Materials, different workflows may apply.
If you have a Kawneer quote you'd like to import:
- Check if the quote is in OrderDetails.xlsx format (it may work with the standard integration)
- Contact TRUE Support with a sample quote file to evaluate compatibility
- Consider using the Materials module's existing integration options