• Integration - Presswise via Embedded Services Overview

PRESSERO > *Integration information & Supported Services

SmartSoft Presswise

 

Features:

  • Order Synchronization

  • Manual Order Status Synchronization: Requires to access the Site Settings page and click on the Synchronize button

  • User Integration

 

Order Status Questions:

  1. Are order status changes in Pressero ignored by Presswise
    Yes.

  2. Can status changes in Presswise change an order's status in Pressero?
    Yes, if the Synchronize button is manually clicked in Pressero Admin. This would need to be run daily if you want to keep the status in synch.

     
  3. What happens if the status Synchronize button in Pressero Admin in not clicked?
    The order status in Pressero will not be updated by Presswise.

     
  4. Can Presswise be prevented from updating Pressero?
    Yes, the Pressero Admin user can simply not click the status Synchronize button.

     
  5. Can the order status in Pressero be updated by Presswise automatically?
    No, manual only as above. Presswise does not have a postback or webhook capability which would be required for automated updates. It’s in their plans for an unspecified future update.

     
  6. If the Synchronize button is clicked, what order statuses are updated?
    Pressero will get all statuses from Presswise: Press, Shipping, Order Received, Special (On Hold), Special (Waiting Approval), Order Cancelled, Order Completed Special (Files Needed), Special (Artwork Pending), Special (Data Pending), Special (Payment Pending), SpecialReady Pending).

     
  7. Can shipment tracking data come back to Pressero from Presswise?
    Yes, if the information is available in Presswise Pressero will get: Shipping Method, Tracking Number, Shipment Date and Cost.

Enabling the Presswise Integration:

 

To Enable SmartSoft Presswise, you need obtain the credentials to access Presswise API, for information on how to get this information please contact Presswise support team, after that you will need the following information to configure on Pressero:

 
  • Username: Username to access Presswise API

  • Password: Password to access Presswise API

  • Authorization Code: Authorization Code to access Presswise API

  • Presswise URL: URL provided by Presswise, do not type the http:// or https://

  • Send Price details in the Notes Field: Check if you want to send the price details on the Notes field

  • Initial Status: Select the initial status that Pressero will set on Presswise

 

After settings this parameters the integration will be available to be activated on the site settings, for more information on how the synchronization works, please check the Embedded Services configuration KB article.

 

Screen Shot 2017-09-29 at 18.55.40.png

 

Presswise requires a few parameters to be configured at Site level and at user level.




 

Site

 

Presswise requires that you set the Presswise customer ID on the Pressero site Integration ID, if you leave this information in blank, Pressero will try to create a new customer ID with Presswise and this may cause the orders to be sent to the wrong customer on your account on Presswise. To get the correct Customer ID and avoid problems please contact Presswise support team.

 

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User

 

If you have a user that is already integrated with Presswise, you can use the Integration ID on the user configuration page to set the Presswise ID, this is not a requirement, because if the user does not exist on Presswise Pressero will try to create it there, if the user exists Pressero will bring the information and save on the User Integration Field (Embedded Services tab).

 

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