Order Data Integration
The purpose of this document is to outline the structural requirements to successfully transfer order and customer information from Aleyant Pressero to a given instance of EFI PrintSmith Vision. This is a one-way integration as EFI PrintSmith does not push status update to Pressero.
Integration Foundation
-
This integration will facilitate communication between the two platforms.
-
Pressero retrieves order information and generates Invoice, Items, Contacts and Shipment entries in EFI PrintSmith system.
- In the event of a network error, Pressero automatically retries the last synchronization action.
Integration Features
-
All critical customer and order data are transferred to EFI PrintSmith via API.
-
Orders will honor any approval plans in Pressero; any items of an order with Request Denied will not be included in the order in EFI PrintSmith.
-
Each order line item will include shipping information. This is submitted to PrintSmith and a delivery ticket is generated for each line item.
- All order item information and production files (if available) will transfer to EFI PrintSmith; files are added to each job as Digital Assets. For each line item a job is created to match each line item of the Pressero order.
Integration Requirements
- A separate API license for PrintSmith is required. This can be purchased from EFI PrintSmith.
- A stable, consistent internet connection will improve order speed and reduce order errors.
- The PrintSmith Vision host computer must have a static IP address.
- The PrintSmith Vision application must have a public URL address to allow external access and communications with Pressero.
- A Job Template in PrintSmith is required to match each product in Pressero. This template should have all production notes and associated charges. The template name is inserted in the product integration ID in Pressero and passed to PrintSmith Vision to tie the orders together. Orders with line items that do not have a corresponding template in PrintSmith will fail and error notification will be generated.
- Kits consist of a parent item containing child products with individual item totals (quantity and cost)
- Child items in a kit will show up as individual parts in the EFI PrintSmith order
- Child items in a kit (static and/or inventory items) will list the associated quantity and cost
- Child items in a kit with a quantity of zero will not be entered into the order in EFI PrintSmith
Enable Integration for Site

- Select "Enable Service Integration"
General Workflow
Integration Parameters
- Server URL: The URL for EFI PrintSmith instance (for example: http://PrintSmithinstance.com). Only root domain name needed
- Key: the API key which will be used for authorization in EFI PrintSmith API
- Email for alerts: list of email addresses, separated by ‘;’ which will be used for notifications and errors
- Default Contact: default value for “Contact ID”; this value will be used if Pressero cannot identify customer
Customer Mapping Details
Customer Identification scenario:
- If Pressero Store Front “Integration ID” is not empty, then this value is used for “Account ID” in EFI PrintSmith.
- Pressero checks “Account ID” in list of EFI PrintSmith’s accounts.
- If “Account ID” is not valid (not found in external system or inactive):
- specified value will be ignored
- notify user/users specified in parameter “Email for alerts” about invalid “Customer ID” in settings
- If “Account ID” is empty, then Pressero tries to identify customer with contact information:
- tries to identify contact by email EFI PrintSmith
- if contact is found and it is unique, then extract “Account ID”
- if several contacts found, then check that all of them match to the same customer.
- if all contacts relate to the same customer, then extract “Account ID”
- if contacts relate to different customers, then raise error and notify user/users specified in Parameter “Email for alerts” that customer could not be identified
- if no contacts are found, then create new customer and contact (check Customer and Contact Mapping section below)
- Identify contacts for each unique shipment location:
- Key contain: email, all mapped address segments and shipping method
- If contact is not found, then create new contact (check customer and contact mapping section below)
- If contact cannot be created and parameter “Default Contact” is not null, then this value is used for “Contact ID” in EFI PrintSmith.
- Customer and contact mapping details:
EFI PrintSmith field name
|
Source value
|
Customer Type
|
Constant: customer
|
Name
|
Pressero’s Site User > Address Book > Business. If Empty, then Pressero’s Site User > First Name + Middle Name + Last Name
|
Contact First Name
|
Pressero’s Site User > First Name
|
Contact Last Name
|
Pressero’s Site User > Last Name
|
Email
|
Pressero’s Site User > Email
|
Phone
|
Pressero’s Site User > Telephone or Pressero’s Site User > Cell Phone
|
Contact type
|
Two types, both constant: invoice and statement
|
Set default type
|
For contact with type = “invoice”, set “default” flag to true
|
Address type
|
Two types, both constant: invoice and statement
|
Address1
|
Pressero’s Site User > Address Book > Address1
|
Address2
|
Pressero’s Site User > Address Book > Address2
|
City
|
Pressero’s Site User > Address Book > City
|
State
|
Pressero’s Site User > Address Book > State
|
Zip
|
Pressero’s Site User > Address Book > Zip
|
External reference number
|
Pressero’s Site User > Id
|
Invoice Mapping Details
PrintSmith field name
|
Source value
|
Account/Contact
|
Value from step 3
|
Web reference number
|
Pressero’s Order Number
|
Status
|
Constant: new_invoice
|
Job Required by
|
Pressero’s Requested Ship Date. If empty, Constant: current date + 3 days
|
Invoice Required by
|
Pressero’s Requested Ship Date. If empty, Constant: current date + 3 days
|
Wanted By date
|
Pressero’s Requested Ship Date. If empty, Constant: current date + 3 days
|
Invoice date
|
Constant: Current date
|
Include account charges
|
Constant: false
|
User
|
Constant: admin
|
Taken By
|
Constant: WSF
|
Sales Rep
|
Empty
|
Special Instructions
|
Pressero’s Order + Order Notes
|
Ship price
|
Pressero’s Order ship cost
|
Ship Via
|
Pressero’s first order item shipment method
|
Document title
|
"WSF-" + Pressero’s Order
|
PO Number
|
Pressero’s PO #
|
Web comments
|
Order Notes
|
Balance
|
Pressero’s Order total cost - Pressero’s Order ship cost
|
Price
|
Pressero’s Order total cost - Pressero’s Order ship cost - Pressero’s Order tax cost
|
Contact information
|
Contact First Name
|
Pressero’s Site User > First Name
|
Contact Last Name
|
Pressero’s Site User > Last Name
|
Email
|
Pressero’s Site User > Email
|
Phone
|
Pressero’s Site User > Telephone or Pressero’s Site User > Cell Phone
|
Shipping address
|
Company
|
Pressero’s Site User > Address Book > Business or First Name + Last Name
|
Address1
|
Pressero’s Site User > Address Book > Address1
|
Address2
|
Pressero’s Site User > Address Book > Address2
|
City
|
Pressero’s Site User > Address Book > City
|
State
|
Pressero’s Site User > Address Book > State
|
Zip
|
Pressero’s Site User > Address Book > Zip
|
Items (Order items split by uploaded production files)
|
Index
|
Pressero’s Order Item Seq
|
Template
|
Pressero’s Product > Integration ID
|
Description
|
Pressero’s Order Item number
|
Digital asset URL
|
URL for Pressero’s production file (https protocol is not supported)
|
Comment
|
Pressero’s Order Item notes (Value truncated to 255 symbols)
|
Quantity
|
Pressero’s Order Quantity
|
Price
|
Pressero’s Order Price
|
Web worksheets
|
List of values (one entry for each line):
- Pressero’s Order Notes
- Pressero’s Order Item Item Number + " - " + Pressero’s Order Item ShipMethod
- Pricing options
- If order item description size is more than 255 symbols, add warning: Job comment was truncated for job # {Order item Seq}
|
Deposits
|
Type
|
Constant: 3 (credit card)
|
Reference
|
Pressero’s Order Payment Info (Split by ‘=’ and take second part)
|
Amount
|
Pressero’s Order Payment Info Amount
|
Deposit number
|
Pressero’s Order Payment Seq # + 1
|
Delivery tickets
|
Company
|
Pressero’s Order item shipment address > Business or First Name + Last Name
|
Address1
|
Pressero’s Order item shipment address > Address1
|
Address2
|
Pressero’s Order item shipment address > Address2
|
City
|
Pressero’s Order item shipment address > City
|
State
|
Pressero’s Order item shipment address > State
|
Zip |
Pressero’s Order item shipment address > Zip
|
First Name |
Pressero’s Order item shipment address > First Name
|
Last Name |
Pressero’s Order item shipment address > Last Name
|
Phone |
Pressero’s Order item shipment address > Phone
|
Fax |
Pressero’s Order item shipment address > Fax
|
Email |
Pressero’s Order item shipment address > Email
|
Title |
Pressero’s Order item shipment address > Title
|
Ship via
|
Pressero’s Order item shipment method
|
Contact
|
Value defined on Step 4
|
Job
|
List of order items linked to current shipment address, Value defined on Step 4
:
Job number = Order item > Seq
Quantity = Constant: 0
Description: Order item > Notes
|
Custom messages
Pressero sends special email notifications during the integration process:
1. If Pressero creates a new contact in PrintSmith system:
SUBJ: INFORM – New Contact Created in MIS System
A new contact was created from an online order for;
"Pressero Site Name"
Online order Reference: "Pressero web_reference_number": xxx
Contact "Pressero first_name" "Pressero last_name"
Email: "Pressero email"
Ensure this contact is set up in the "Pressero Site Name" site with the correct contact Integration ID and correctly set up in the MIS system.
2. If Pressero creates new account and contact in PrintSmith system:
SUBJ: INFORM – New Account and Contact created in MIS System
A new Account and Contact was created from an online order for;
"Pressero Site Name"
"Pressero Contact Name"
Online order Reference: "web reference number": xxx
because no matching account, contact, or email was found in the MIS System.
Ensure the account has the MIS Account ID setup in Pressero for the Site Integration ID. Verify the Contact Integration ID is assigned in Pressero, and setup in the MIS.
3. If Pressero can’t identify company or contact in PrintSmith system:
SUBJ: ORDER ERROR – Missing Contact Integration ID, or Missing Contact
"Pressero Site Name"
Online Order Reference: "web reference number": XXX
Contact Name: "Pressero Contact Name"
Your online system was not able to match the contact referenced in the order. This is most likely because the Pressero Contact Integration ID field was blank, or the contact is missing from PrintSmith. Please resolve this and reprocess the order.
4. If Pressero cannot retrieve list of companies or contacts from PrintSmith system:
SUBJ: ORDER ERROR – Cannot connect with MIS Platform
Online Order Reference: "web reference number": XXX from "Pressero Site Name"
Pressero was not able to connect to the MIS platform and get the contact list to process the order. This may be temporary. Recommend you resubmit the order from Pressero again.
Technical specification
Pressero uses HTTP REST API to communicate with EFI PrintSmith; it needs direct access to both systems.
Article ID: 1555, Created: June 14, 2019 at 8:35 PM, Modified: November 14, 2020 at 6:58 PM