Account Order Integration into Windward's System 5

To ensure your XOLogic orders flow properly into Windward System 5, please carefully follow the steps below. Pay close attention to how the Account (Bill To) name is configured, as this is critical for successful order processing.

Step 1: Create the Account Correctly

• Ensure the account (Builder, Designer, etc.) is created as an Account, not as a customer under the Walk‑In account.
• Accounts created incorrectly may cause order data to map improperly in Windward.

Step 2: Verify Account Name Formatting

• Navigate to Account Settings.
• On the Account Information page, enter the entire account name in the Last Name field.
  • This formatting is required for Windward to correctly recognize the billing information.

 

Step 3: Create Customer / Ship To Information

• Proceed to create the Customer or Ship To details as needed for the order.

Step 4: Create the Estimate

• Create and name the estimate according to your standard process.

Step 5: Confirm the Order

• Review the order details and confirm the order.

Verification (Optional)

To verify that the order information was exported correctly:

1. Log in to the FTP location where orders are placed.
2. Download the order file.
3. Open the file in Excel.
4. Confirm that the account name appears in the BillingLastName field.

If the account name is displayed correctly in this field, the order has been set up properly.