Connecting Infigo and Tharstern
There are video tutorials located on our Academy site here for all the Tharstern sections: https://academy.infigo.net/c/76/connect-tharstern
Enabling the Tharsten plugin is done via the Connect settings section in admin. Here is where you will turn on the plugin activating it. Adding details into the Connect plugin directly will not activate the plugin solely. You need to enable it here.
Then select the plugin that will handle the various parts for Price and Stock retrieval as per your Tharsten instance - these work on a storefront by storefront basis.
Then Click Save.
Next Step is to configure the Tharsten plugin with your Tharsten account credentials supplied to you by Tharsten.
Navigate to the Connect Plugins section and click on Configure button for the Tharsten plugin
Enter your account detail credentials into the API URL for the connection end point and then Email and password for the user account details.
Enter a storefront code and Application ID into the fields required... The Application ID can be a made up name but make it relevant for the storefront as we use this to generate the authentication token for Tharsten. It should be unique per storefront.
Then click save button top right of the page. Click the back to plugin list link under page title to go back out to the plugin list.
Now is time to check your connection of the details.
Click "Check Connection" button right of the Tharsten plugin
If all details are correct you will see a green message appear bottom left
If details are incorrect then there will be a warning message stating what credentials are incorrect. Check your details are correctly typed - and if required go back to Tharsten and confirm your details.
** please note you will need to Whitelist infigo's outgoing IPs with your Tharsten instance that are set in your own server environment. - Consult with your in house IT team on implementing these.
Current outgoing IPs are:
35.177.47.232
3.9.143.80
For more indepth details go to Academy installation process:
Configuring your Connect: Tharstern plugin
Now we look at the steps to configure the details of the plugin on how it will handle the product detail data extraction.
Set the product types you wish to fetch from Tharsten using the predefined checkboxes or add your own product types using the freeform text box
Then choose how you want to send a price to Tharsten using the dropdown - explanations supplied
Then choose lock quote attributes and lock quote quantity - creating a saved configuration of an infigo quote - saving the Tharsten estimate to this saved quote. These are often used in sales demo scenarios.
Decide on whether to include the Shipping details and tax details and allow that data to be sent to Tharsten.
Node mapping section - this section sets the order of the details sent to Tharsten via the JSON order files. There are various options to select here.
There is a description for each item - and also at the end of this section there will be a link to the Academy that explains each section in detail.
Finally for this section there are a number of API URLs used for all the Tharsten path calls - each is configurable but in general these are left untouched as the default paths are generally as required... and these paths are extensions added to the API endpoints for the respective purposes.
For more indepth details go to Academy configuraition plugin process:
https://academy.infigo.net/p/372/connect-tharstern-configuring-the-plugin-id-ci_tharstern_002
Mapping Products
Mapping products to Tharsten in infogo admin via product management section.
Find a product in the list you wish to link and click on the product variant - and use the green Connect Link button to setup the connection.
Select the dropdown for External ID and based on all the Tharsten plugin configuration steps you should now see a list of products appearing in a dropdown for you to select the corresponding product from the list.
When correct product is selected choose to use LIVE pricing or not and then save the external reference.
Next step of the process is to select the parts and processes for the product like a finished size, Die cutting etc.
Next part is the Advanced Configuration section - click the toggle button to reveal the freetext box to add in your own estimate request using additional mapping.
This box will populate based on the selections above made in the parts and processes.
Then finally there are 2 more entries for the Product Type JSON and the Estimate Request Sample JSON. This is debugging information retrieved directly from Tharsten.
Apply all your mapping by clicking the apply external reference.
For more indepth details go to Academy mapping products process:
https://academy.infigo.net/p/373/connect-tharstern-mapping-products-id-ci_tharstern_003
Mapping Product Attributes
It is possible to map to individual product attributes instead of mapping directly to an entire product as discussed above. If you do map a product attribute, this would override the product variant product mapping above.
Navigate to the product variant again - and this time go to the product setup and access the product attributes tab.
In this above example we'll map the attribute "Size" and we need to access the attribute values themselves circled in red.
You then have the same green Connect link options to click on to setup the mapping for each attribute value selected.
This will use condensed mapping screen compared to when mapping the whole product. Process and parts can be updated as before in the same way you mapped the product.
Click save external reference to save your changes.
For more indepth details go to Academy attribute mapping process:
https://academy.infigo.net/p/374/connect-tharstern-mapping-to-product-attributes-id-ci_tharstern_004
Mapping Customers
It is possible to map Tharsten users and user accounts in infigo. Just to clarify some terminology an infigo department manages a group set of users, an infigo user is a particular user on a storefront. A Tharsten user often represents a company of users.
When setting up the plugin details there was a section for the Storefront CustomerCode - This serves as the default (fallback) CustomerCode for the Tharsten customer for use with creating estimates and sending orders if they do not have a code assigned to them. It is possible to apply a customerCode to a Dept in infigo. which allows more granular control for your storefront setup where you'd have multiple customers configured.
Go to Departments in Admin - create some for a customer/company name(s) and then from taht list you will have another green connect link button to apply a specific customer code
This ID/code will be passed for the order data sent for that customer - as long as they are added to the department. If they are not added the fallback code will be used.
For more indepth details go to Academy Customer mapping process:
Status Updates & Tracking info
We have extended our integration with Tharsten to allow for job updates to update the job status in infigo. A tracking consignment number can be sent to infigo allowing the user to be sent the tracking details as part of their order details and via a shipped email confirmation using the tracking token.
Navigate to your connect plugin list in admin and click configure on the Tharsten plugin. At the base of the config page you will have a list of webhook actions and webhook links. Example image below
On your own storefronts the URL will be unique to your storefront including an ID - please do not copy the ones listed in the above example.
There are 2 links - First one is for "orderitem_status_change" this is used when the Tharsten order is set as delivered.
The 2nd link for "order_deliverynote_status_change" this is used for the tracking number assigned to the order in Tharsten via the delivery note section. And is sent into infigo against the order data.
To turn these webhooks on, you simply need to navigate to mid way up teh plugin page and look for the subscriptions section.
Click "Event subscriptions" button and the feature will become enabled. Click it again and it will be un enabled.
For more indepth details go to Academy Status updates + tracking info process:
https://academy.infigo.net/p/803/tharstern-status-updates-tracking-information-ci_tharastern_007
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