If you are enabled for DirectConnect, you can access the Direct Connections page. On this page, you will see all SpringServe partners that are DirectConnect enabled. The Status column will show one of the following:
- Not Connected - You are not connected, but can send a Direct Connect request to this user by clicking the Connect button in the Actions column.
- Connected - You are connected and able to create Connected Supply and Demand with this partner.
- Pending (Approval) - This user has sent you a Direct Connect request. Click on View Request in the Actions column to read through the terms and the message, and accept or reject the request.
- Pending (Reconnection) - You were previously connected to this partner. They have disconnected from you and requested to reconnect. You must reconnect in order for DC activity to resume. Click on View Request in the Actions column to read through the terms and the message, and accept or reject the request.
- Pending (Requested) - Your request has been sent and is pending approval from the partner.
- Rejected - You have rejected a Direct Connect request.
Connecting
On the main Direct Connect page here you will see all of the partners available to work with and their status. Click on the green connect button for any connections you want to make.
You will then be required to type in your clearing terms, SpringServe or Partner and an optional message. That will change the status of your actions on the main direct connect page to Pending (Requested)
Disconnecting
To disconnect from a direct connection, click on the connection name which will bring up the settings tab for the connection. The first thing under the 'connection details' is the Status. Click on the Disconnect button to turn off your direct connection to that vendor.
You will be prompted with an alert before the connection takes place:
Reconnecting
After you have disconnected you have up until the 7th of the next month to apply any new clearing terms to the billing cycle. The Reconnect button is located in the same place where the Disconnect button is.
To reconnect you must agree to clearing terms the same way you would with a new connection.
Clearing Terms
Clearing in DirectConnect can be done in one of two ways: SpringServe can act as the clearinghouse, or you can clear directly with your partners under terms of a previously signed IO.
When you click the Connect button, a modal will appear. You can toggle between SpringServe and Partner as the Clearer. If you select SpringServe, we act as the clearinghouse at a 3% fee on terms of net 30 payable/net 60 receivable. If you select Partner, additional sections will appear where you can enter the net terms of your existing IO.
When connecting to a partner, you can select a main contact for the Direct Connection. The menu is set to your user by default, but you can select any admin or ad-ops user from the dropdown.
You can enter a message in the Send Message field. Once you click Connect, the request will be sent to the Partner for approval.
When viewing a request from a SpringServe partner, you will see the Main contact information at the top of the modal. In addition, if you reject the request, you can specify a rejection reason. The other party will be able to see this reason in their account. You may want to specify a rejection reason if you want to use different clearing terms than the original request.
Please see the Changing Clearing Terms page for information on how to change your clearing terms with your partners.
DirectConnect Contact Information
On the Direct Connections page, you can click on the name of a partner to see their contact information (if it has been provided). To fill in contact information and add your logo for other SpringServe partners to see, go to Settings → Basic Settings and fill out the information on the Contact Info tab.
Notifications of Connection Requests
When you have been sent DirectConnect requests by other users, a notification will appear on the DC tab on the top bar. The notification will show as the number of requests that are awaiting your response. In the example below, there is 1 Direct Connection request.
When you have established your Direct Connections, you are ready to set up your Connected Supply and Demand.