---
title: "Setup"
slug: "setup-7"
updated: 2026-05-11T19:13:52Z
published: 2026-05-11T19:13:52Z
canonical: "help.idibilling.com/setup-7"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

Reach out to your IDI Account Manager to establish a relationship with Zinier and enable the functionality in your IDI platform. Both IDI and Zinier professional service teams can assist with configuration and set up.

## Preliminary Setup in Zinier

### Create a Zinier Web Service User

Create a web service user in the Zinier Application. This user will be used to communicate from the IDI application to the Zinier APIs.

![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-ai-generated-content-m-225.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A34Z&se=2026-11-14T11%3A41%3A34Z&sr=c&sp=r&sig=FuLhyawllXnqS0CO9GGaGy6o2jy953BZFojT4bs%2FtWc%3D)

#### Install the IDI Implementation Bundle in the Zinier App Store

The IDI bundle contains the prebuilt features and functionality required for integration. Reach out to your Zinier support representative if you do not see it or need help installing it. The IDI implementation bundle:

- Enables Zinier to communicate work order status information to IDI.
- Lets IDI Workflow request and receive work order information from Zinier.

From Zinier’s *Z Studio*, go to **App Store > Available Apps** and select **IDIImplementation**. Install the app in your Zinier organization.

![A screenshot of a chat Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-chat-description-automatically-11.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A34Z&se=2026-11-14T11%3A41%3A34Z&sr=c&sp=r&sig=FuLhyawllXnqS0CO9GGaGy6o2jy953BZFojT4bs%2FtWc%3D)

#### Configure IDI Connection Information in Zinier

Once the IDI Implementation bundle is installed in the Zinier application, configure the connection to IDI. This involves configuring the External System and Entity configuration in the Admin app.

#### External System Configuration

- Go to **Admin** > **Org Config** > **External Systems** > **idiCredentials** and select **Edit**.
- Paste the following JSON string in the *Security Credentials* box and replace the bolded values with your environment and credentials.

```json
{
“IDI_Host”: “api.idibilling.com“,
“IDI_Environment”: “IDI01_S_Stage“,
“payload”: {
“Environment”: “IDI01_S_Stage“,
“Primary”: {
“AppliesTo”: “http://idibilling.com/webservices”,
“Password”: “****“,
“Username”: “IDI\\idi_ws_user”
}
}
}
```

| **IDIHost** | URL to the IDI host. It will likely be **api.idibilling.com**, but it may vary depending on your host location. |
| --- | --- |
| **IDI Environment &** **Environment** | These are both defined as the IDI environment you want to integrate with. (Prod, Test, Stage, etc.) |
| **AppliesTo** | This is always **http://idibilling.com/webservices** |
| **Password** | Password for established IDI web service integration user. |
| **UserName** | Username for established IDI web service integration user. |

#### Update Entity Configuration

- Go to **Admin** > **Orig Config** > **Entity Config**> **idiIntegrationLogin**
- Update the following values in the *Config Value* text box.
- **Environment**: IDI environment you want to integrate with (Prod, Test, Stage, etc.)
- **Password**: Password for the established IDI web service integration user.
- **Username:** Username for established IDI web service integration user.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-217.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A34Z&se=2026-11-14T11%3A41%3A34Z&sr=c&sp=r&sig=FuLhyawllXnqS0CO9GGaGy6o2jy953BZFojT4bs%2FtWc%3D)

#### Update Network API

Go to **Z Studio** > **Object** > **Network APIs** > **idiFieldServiceManagement**.

Update the *Header Paramas* box and post in the following text:

**{“Authorization”:”{@Authorization}”}**

#### Create Work Order Templates in Zinier

The API call IDI uses to create a work order in Zinier is based on Zinier work order templates. Each template corresponds to a different type of service request, for example *Internet & WiFi Installation* or *Break Fix*. To create these templates:

- Manually create a work order using an existing work order type.
- Edit the work order and select **Save as Template**.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-218.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A34Z&se=2026-11-14T11%3A41%3A34Z&sr=c&sp=r&sig=FuLhyawllXnqS0CO9GGaGy6o2jy953BZFojT4bs%2FtWc%3D)
- Enter the template name and description and save.

#### Update Service Windows

Verify the *IDI Implementation Service Window* was added with the solution bundled. Go to ***Settings > General Settings > Service Windows.***

Ensure the service window is set as the default.

![A white rectangular object with black lines AI-generated content may be incorrect.](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-white-rectangular-object-with-black-lines-ai-ge-10.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A34Z&se=2026-11-14T11%3A41%3A34Z&sr=c&sp=r&sig=FuLhyawllXnqS0CO9GGaGy6o2jy953BZFojT4bs%2FtWc%3D)

Edit the service window and set your company’s weekly hours and public holidays.

## Preliminary Setup in the IDI Platform

#### Permissions

Those responsible for viewing and managing work orders will require several permissions related to field service management in the IDI Security web module.

| **I need to…** | **Module** | **Permissions** | **Roles** |
| --- | --- | --- | --- |
| Manage Field Service Settings | Workflow | Field Service Settings, Manage Work Order Types | Workflow Admin |
| View a Work Order in Workflow | Workflow | View Field Service | Workflow Admin, Workflow Participant, Workflow Coordinator |
| Create a Work Order in Workflow | Workflow | Create Work Order | Workflow Admin, Workflow Participant, Workflow Coordinator |
| Edit a Work Order in Workflow | Workflow | Edit Field Service | Workflow Admin, Workflow Participant, Workflow Coordinator |
| Create a Work Order on a Ticket | Tickets | Create Work Order | Tickets Technician, Tickets Support Desk |
| Create a Work Order in Customer Care | Customer Care | Create Work Order | Customer Care Admin |
| View a Work Order in Customer Care | Customer Care | View Work Order | Customer Care Admin |

#### Create an Integration User Account in IDI Security

Submit a service request to have an IDI web service user created in the IDI security module. This user communicates from Zinier to the IDI APIs.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-219.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A34Z&se=2026-11-14T11%3A41%3A34Z&sr=c&sp=r&sig=FuLhyawllXnqS0CO9GGaGy6o2jy953BZFojT4bs%2FtWc%3D)

#### Configure Zinier Connection Parameters in Workflow

In the IDI Workflow web module, select **CONFIGURE** > **Field Service Configuration**.

**![A screenshot of a computer program Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-program-description-au-11.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A34Z&se=2026-11-14T11%3A41%3A34Z&sr=c&sp=r&sig=FuLhyawllXnqS0CO9GGaGy6o2jy953BZFojT4bs%2FtWc%3D)**

In the Field Service Configuration form, enter the required information as provided by Zinier.

![A screen shot of a service configuration AI-generated content may be incorrect.](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screen-shot-of-a-service-configuration-ai-gener-3.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A34Z&se=2026-11-14T11%3A41%3A34Z&sr=c&sp=r&sig=FuLhyawllXnqS0CO9GGaGy6o2jy953BZFojT4bs%2FtWc%3D)

| **Host** | URL to the Zinier instance |
| --- | --- |
| **Login** | Active Zinier user account. Use the web service user you created in the Zinier application. |
| **Password** | Password for the user account. |
| **Organization** | The Zinier organization with which the IDI application is communicating. |
| **Zinier Extended Data Settings** | This is required to enable sending extended data to Zinier. - If disabled (default), you can configure extended data and view it on work orders, but it will not send the data to Zinier. This lets you configure and test your data without impacting work orders in Zinier. Warning messages will display on extended data sections as shown below, alerting you that data will not be sent. - If enabled, the system will send extended data to Zinier. |

![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-ai-generated-content-m-226.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A34Z&se=2026-11-14T11%3A41%3A34Z&sr=c&sp=r&sig=FuLhyawllXnqS0CO9GGaGy6o2jy953BZFojT4bs%2FtWc%3D)