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Medidata Integration

Operation​

Ilink has the ability to integrate invoices with Medidata suite programmes, both inbound (receipt of documents in the Sigma application) and outbound (sending documents from the water application).

For this process to work, the following requirements must be met on the customer's side:

The customer must provide an SFTP server with write permissions that is accessible publicly or to ilink IPs with NAT rules:

  • 62.28.56.161, 62.28.56.162 (ilink testing)
  • 193.43.40.153 (ilink production)
  • Optionally, previous IP ranges may be authorised.

Note: Only the SFTP protocol is supported. FTP connections, even with TLS/SSL encryption, are not accepted.

This server must also be accessible to Medidata software (usually by mapping a network folder). The goal is to enable ilink to create files on this server and for them to be readable by Medidata software through the INBOUND folder.

After creating it, you must send us the following data to be configured in ilink:

  • server address/IP
  • port
  • user
  • password

It is necessary to configure the water application module to generate XML files on an SFTP server SFTP server, which should send the accesses to ilink. This SFTP server can also be configured as a network folder, so that the water application saves the XML files in that folder, and they are immediately available on the SFTP server. It is not necessary to make the PDF files available in the outbound folder.

You also need public read and write permissions or permissions for our IPs with NAT rules:

  • 62.28.56.161 (ilink testing)
  • 193.43.40.153 (ilink production)
  • Optionally, the previous IP ranges can be authorised.

Note: Only the SFTP protocol is supported. FTP connections, even with TLS/SSL encryption, are not accepted.

After creating it, you must send us the following data to be configured in ilink:

  • server address/IP
  • port
  • user
  • password

Medidata folder structure​

As a rule, Medidata servers should have the following folder structure prepared for issuing and receiving documents:

/
├── IN                        # ilink places invoices receivable by Medidata here
├── OUT                       # Medidata places the statuses of received and processed documents here
├── OUTBOUND
│   ├── REGISTERED
│   ├── COPIES
│   ├── DOCUMENTS            # Medidata places the files to be sent to ilink here
|   |   |                       (IMPORTANT: DO NOT separate into subfolders by tax identification number)
│   │   ├── ERRORS            # Ilink places files with errors here: consult integration log
│   │   └── FAILED            # Ilink places files that it was unable to process here
│   └── RESPONSES
│       └── DOCUMENTS
│           └── FicheiroEstados.txt  # Ilink communicates the references of invoices created and sent here
├── READED
└── RESPONSES

Consultation of documents and integration logs​

You can view documents issued and received on ilink by accessing the portal, in the Issued Documents and Received Documents áreas.

To view documents communicated via integration with Medidata (error analysis, confirmation of receipt, etc.), you can access the Integrations > Integration Logs area and check for any errors that occurred in the communication of documents.

Note: It is possible to configure the sending of a report via email after sending documents issued by Medidata. This way, it is possible to confirm which documents were sent successfully, as well as possible integration and sending errors.