• Integration - EPS PrintSmith Vision via Embedded Services

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 EPS PrintSmith Vision. This is a one-way integration as EPS 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 EPS 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 EPS 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 EPS 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 EPS 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 EPS PrintSmith. The eCommerce API license type must be purchased. You may not use an API license from EPS that is for another integration.
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 EPS 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 EPS PrintSmith

Enable Integration for Site

Go to Site > Embedded Services > Enable Integration

Select "Enable Service Integration"

General Workflow

Integration Parameters

Server URL: The URL for EPS PrintSmith instance (for example: http://PrintSmithinstance.com). Only root domain name needed
Key: the API key which will be used for authorization in EPS 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 EPS PrintSmith.
Pressero checks “Account ID” in list of EPS 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 EPS 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 EPS PrintSmith.
Customer and contact mapping details:

EPS 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 EPS PrintSmith; it needs direct access to both systems.

EPS Support

Please note that EPS does not officially support this integration. The integration was created by referencing documentation and the support of mutual customers.

Article ID: 1555, Created: 6/14/2019 at 8:35 PM, Modified: 10/31/2023 at 5:02 PM