Pressero has a bi-directional integration with tFLOW allowing tFLOW to auto-receive files and order information via your Pressero storefront, as well as send back status updates. Files will be automatically checked and fixed as they arrive, and tFLOW will send out proof files to your customers for approval. As the files move through the prepress workflow, the Pressero workflow will be updated automatically by tFLOW. For more details on all the great benefits to having a workflow that includes tFLOW, visit: http://tflowworkflow.com/
Setting up tFLOW in your Pressero Storefront
There are three steps to the setup (further description below):
- Add tFLOW to your account in Admin > Preferences > Embedded Services
- Activate tFLOW in Sites > Settings > Embedded Services
- Setup the rules for each product in Pressero that will use tFLOW in Sites > Products > [select product] > Embedded Services
Step 1. Add tFLOW to your Account
Before you can integrate each of your sites and products with tFLOW, you will need to add it to your account. To do this, go to Pressero Admin > Preferences > Embedded Services.
Select "Add new account"
Name: Give the integration a name
Provider: Select "tFLOW" from the Provider field dropdown
You will need to retrieve your tFLOW credentials from within tFLOW. Go to your tFLOW instance, and login using an administrator account. Create a new user called PresseroAgent and make sure this new account has administrator privileges. Log out and log back in as PresseroAgent. Once logged in, click on your user icon in the upper right of the window and select "My Profile".
This will open the user profile window. Scroll to the bottom until you see "Show API Credentials."
Once you have clicked on "Show API Credentials", the API Key and the Secret Key will be revealed:
Copy the API key and paste it into the Client ID * field in Pressero
Copy the Secret key and paste it into the Client Secret * field in Pressero.
The tFLOW URL can be copied from the URL field in your browser and pasted into the tFLOW URL* field in Pressero
Save your changes.
Step 2. Activate tFLOW in the site
The next step in the process is to enable tFLOW in the site(s) you want to integrate. Go to Pressero Admin > Sites [Select Site] > Settings > Embedded Services. Without first doing step 1 (to activate in your account), you will not see the Embedded Services tab.
After selecting the Embedded Services tab you will see a list of the various integrations you have activated in your account. Select the name you defined in Preferences for tFLOW.
Is Live: When your setup is complete and you are ready to have Pressero begin communicating with tFLOW for this account, select this option. You can leave it unchecked as you work on the product setup which is the next step.
Enable: Select this option to enable tFLOW for this site. This option alone will not begin the communication between the two solutions, it will only make the product setup for this particular site possible. Once enabled, this particular embedded service option in your list will show with a green label to indicate that it is active.
Save your changes.
Step 3. Setup your various Pressero products with tFLOW
The last step in the process is to decide which of your products you want to pass to tFLOW to be reviewed. Each order can pass along with it the specific Queues, tFLOW Product and Workflow Stage meaning. Go to Pressero admin > Sites [Select Site] > Products [Select Product] > Embedded Services. Please note: if you have not completed both steps 1 and 2 above, the Embedded Services tab will not be available.
Queue: tFLOW uses Production queues (configured in tBOT) that define the Output Queue (printer or process) you want to send your file to once it has been approved. Pressero will look for all the available Queues in tFLOW and list them for you. Select the Queue you want for this particular product and Pressero will send this information to tFLOW.
Product: tFLOW Uses an object called a “Product” to determine what actions will be performed on a file. A Product is a combination of automation scripts which will preflight the file, create a proof, and apply finishing options. For example, Pressero could tell tFLOW to use Product name "Billboard", and tFLOW will know which preflight to use to check the size, fonts and how to create the proof, and whether to add barcodes, etc. to the production file. Select the tFLOW Product name from the list provided and Pressero will tell tFLOW which to use for this product.
Workflow Stage Meaning
Both Pressero and tFLOW use workflow stages (or states) to communicate to your staff and to your customers on the overall state the job is in within the overall workflow. The list provided here are the States that are defined in tFLOW. Whether the Pressero product is using the default workflow or a custom workflow, you will use this area to map the stages. For each of the tFLOW States shown here, you will see in the dropdown all the available Pressero Workflow stages available in the Workflow you set for this product in Pressero.
Note: The Order Status Workflow for each of your products is set in Sites > Products > General > Order Management section. Pressero has a default workflow defined but for subscribers with a Professional or Enterprise package, you can create and assign Custom Workflows in Admin > Preferences > Workflows.
- Awaiting Final Approval
- For Download
- Awaiting Proof
- On Hold
- Sent to Production
- Awaiting Approval
- Awaiting First Approval
- Waiting for Revision
- Waiting for Artwork
Save when done.
When you are ready to go live make sure to revisit the Site Settings to make the connection to tFLOW live.