RedSky–Yembo Integration User Guide

This guide explains how the RedSky Mobility (RS) and Yembo Survey App integration works, how end users interact with it, what data is exchanged, and the conditions required for successful synchronization.

1. User Flow (How the Integration Works)

1.1 Overview

The Yembo–RS integration allows users to manage surveys smoothly between both systems.
With this integration:

• Surveys can be scheduled directly from RedSky into Yembo.

• Customer and job details entered in RS are automatically sent to Yembo.

• Once a survey is completed in Yembo, the structured survey results are automatically returned to RS.

This reduces manual work, eliminates data entry errors, and ensures both systems stay in sync.

Enable the Integration

To activate Yembo for your environment, send a request to:
support@redskymobility.com

Our team will reach out to with all details that would be needed for this integration.

1.2 Step-by-Step Survey Lifecycle (RS → Yembo → RS)

Step 1: Create the Customer File in RS

To schedule a survey, the following fields must be completed:

Mandatory Customer Details

• Last Name

• Job Type

• Origin & Destination Address (City, State, Country, Postal Code)

• Bill To Code

Required Contact Details

• Origin Primary Email

• Origin Phone Number (Mobile or Home)

  • If both are provided → Origin Mobile is prioritized

Survey Selections

• Set Survey Type = “Survey” (Optional)

• Select Survey Option = “Yembo” 

• Set Schedule Survey Date

• Set From Time

• Save the Customer File

After saving, the Send to Yembo button appears.

Step 2: Schedule the Survey

• Click Send to Yembo

• A confirmation popup appears indicating successful scheduling

• The button becomes disabled after the survey is sent

Step 3: Open the Survey in Yembo

Users can access Yembo in two ways:

Option A: Directly from the Yembo App

• Log in to Yembo

• Go to Moves → All to view all scheduled surveys

Option B: From RedSky

• Go to Customer File → Survey Section

• Click the Yembo Survey Link

• If logged in → survey opens directly

• If not → user logs into Yembo and is redirected to the survey

Step 4: Data Sent from RS to Yembo

The following data appears automatically in Yembo under Details:

• First Name, Last Name

• Primary Email

• Phone Number

• File Number

• Origin Address (full)

• Destination Address (full)

• Move By Date (if available)

• Schedule Survey Date and From Time

• Notes added on RedSky with Subtype = Survey

Step 5: Conduct the Survey in Yembo

Step 6: Review & Complete the Survey

      Only after the survey is marked Completed will data be sent back to RS.

Note: RedSky accepts the Yembo survey data only once. Data is transferred from Yembo to RedSky after the survey status is set to Completed. If the user changes the status back to Review and then marks it Completed again, no additional data transfer will occur. RedSky will not accept or overwrite data a second time. 

Step 7: Data Sent from Yembo to RS

Once completed, the survey data flows back to RedSky:

Customer File → Survey Details

For each shipment/mode, users can view:

• Rooms

• Items under each room

• Quantity

• Net & Gross Volume

• Weight

Shipment types (Air/Sea/Overland) can be linked to Service Orders later.

2. Data Transferred Between Systems

2.1 Outgoing Data (RS → Yembo)

2.2 Incoming Data (Yembo → RS)

Shipment-Level Data

For each shipment:

• Rooms included

• Items added under each room

• Item details (name, quantity, net volume, weight)

Summary Section

For each mode:

• Total Quantity

• Total Net Volume

• Total Gross Volume

• Total Weight

3. Conditions & System Behaviors

3.1 Prerequisites

1. Integration must be enabled
   Activated via RedSky Support.

2. Mandatory fields must be completed before sending to Yembo

   • Last Name

   • Origin Phone Number

   • Origin Primary Email

   • Origin Address (full)

   • Destination City & State (Postal and Country optional)

3. Phone Priority Rule
   If both phone numbers exist:
   - Origin Mobile is sent to Yembo

4. User must have valid Yembo login credentials

3.2 Data Transfer Behaviors

Condition 1: Room Without Items

• If a room has no items, it will not appear in RS.

Condition 2: Item Without Shipment

• Items with no assigned shipment:
  - Still transferred
  - Automatically categorized under “Unknown” in RS

Condition 3: Survey Status Must Be Completed

• Data is sent to RS only when survey status = Completed