Show details for Connect: Tharstern - Connecting the Infigo and Tharstern systems | ID: CI_Tharstern_001

Connect: Tharstern - Connecting the Infigo and Tharstern systems | ID: CI_Tharstern_001

In this tutorial, we will learn how to connect our Infigo and Tharstern systems using the Connect:Tharstern integration plugin.

Tutorial Video Transcript

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In this

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tutorial we'll take a look
at how to connect our Infigo

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and Tharstern systems using the Connect
Tharstern integration plugin.

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The first thing we need to do
is to make sure that the.

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Integration
is activated on our storefront.

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So first.

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Of all, if I type in Connect into.

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The search bar
and I want to start by going to connect

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settings.

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Now connect settings and Connect plug ins

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are the two areas of Infigo
that we're going to be mainly utilizing.

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Here. If you can't see those as.

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Part of your setup, then.

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Please get in contact. With Infigo support.

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You can activate those on your system.

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So if I go to connect settings,
this is giving me

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a list of all of my available plugins.

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Your list will likely be much,
much shorter than this.

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Make sure that the relevant plugin in
this case Connect:Tharstern is selected.

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And click save.

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Scrolling a little bit further
down on this same page,

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you can control whether or not
the plugin is handling price

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and stock information,
so by default these will be set to non.

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However, you do have the ability

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to choose from your available plugins
that handle this capability.

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So I can say that I want.

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Tharstern to handle Price
and I want Tharstern to handle.

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Stock.

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So connect plugin to handle price.

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This setting allows the retrieval of price
from the.

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Tharstern. Estimates and that is.

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Set on a storefront by storefront. Basis.

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And then we have Connect plugin
to handle stock.

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This setting allows the retrieval
of stock levels from Tharstern

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rather than using the Infigo stock level.

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So whenever Infigo tries to place
an order in Tharstern,

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we first check whether the stock meets
the minimum order requirement.

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That is set within Infigo.

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And again, this is done on.

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A storefront by storefront basis.

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And I'm going to make sure
I save those settings again.

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And then I'm going to type in connect
in my.

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Search. Bar and go to.

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The connect plugins screen.

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From here, you need to identify
the relevant plugin you want to work on.

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In this case, connect Tharstern
and then go to the Configure tab.

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Now from here,
what we primarily need to do is enter

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our API and account information.

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Now there is a very important step
that you do need to be aware of here.

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So our outgoing IP
addresses need to be accessible to the.

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Server.

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That your Tharstern.

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Installation is located on.

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So if your team doesn't restrict access,

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then there should be no additional actions
that you need to take here.

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However,
if your security policy means. The.

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The IP addresses listed there can't.

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Currently be accessed.

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Then they will.

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Require whitelisting.

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And it's these two IP addresses here.

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Just to be absolutely clear.

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Okay.

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So now we'll
start filling in some of this information.

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The first thing we need is the API.

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URL. End point.

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So this is the Tharstern API endpoint
which our.

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API will communicate with.

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This is generally a task for your.

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Internal IT team.

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However, if they require clarification
on this point, please do.

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Contact Tharstern Support.

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If there is a specific port. Required for.

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This connection.

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You will need to ensure that our IP.

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Addresses which we listed a moment ago.

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Have access to this particular port.

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So I'm just going to enter the relevant

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information into that.

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Next, we have our email address.

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So this along with the password,
will be used to authenticate.

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Access to the API through the endpoint.

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So I'm just going to take those details
as well.

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Email address and our password.

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We also need to enter an application ID,

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so this will be a unique identifier
for this particular storefront.

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This can be a random value. Or.

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Something relevant.

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Such as

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something like INFACA001

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And we.

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Use this to generate the authentication.

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Token for Tharstern.

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So it. Is simply.

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Required to be unique for each storefront.

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Then also in here we want to input.

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A. Storefront customer code.

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So this may be different
for each one of your storefronts,

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and it will be used to retrieve product
information from your Tharstern system.

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So when we interact with products

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from your Tharstern system,
this customer code must have.

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Access to.

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All of the products
that you intend to use, as

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the system will only return products
which the customer will have.

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Access to.

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So whilst we're talking about this,
I do need to make a quick note

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on terminology.

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And Infigo department manages
a group set of users

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such as those representing one.

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Particular company.

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Whereas an Infigo customer
is an individual user.

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Of our storefront.

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Tharstern's terminology is very slightly
different with a Tharstern customer.

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Relating to a group of users
such as those representing

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one company.

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The store from customer code will serve
as the customer code of the default Tharstern

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customer to use for creating estimates
and sending orders.

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However, it is possible to assign

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customer codes at a department level,
allowing more granular control.

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Over which Infigo orders
turn into Tharstern orders.

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And I'll show that in a later tutorial.

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So I'm just going to enter a.

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Fallback customer code in that.

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And then the last setting we're going
to talk about on this particular tutorial

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is the cache refresh interval.

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So this is the interval
which the cache will be cleared

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and we will request updated price

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stock values products and so on and.

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So forth. From Tharstern.

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So this is measured in minutes
with the default value being 1440

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that we can see there.

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So meaning every 24 hours.

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We do recommend leaving this at.

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The default value of 1440.

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When we collect information
from the Tharstern system, we pull the.

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API and gather
all of the product information.

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And store. It within our cache

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This means we do not need to constantly
hold the.

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API to. Ensure that we have relevant
product.

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Information
within our system which can be mapped.

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So the refresh the refresh interval
is the time between.

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Refresh of this cache data.

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So we'll come back to some of these other
settings in a later tutorial.

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For now, I'm just going to click on Save

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and then go back to my plug in list.

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And from here, we just want to actually
test the connection to the Tharstern.

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System is. Successful.

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So back on our Connect plugins page,
find the relevant row and then click.

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On Check Connection.

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We can see there that my.

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Tharstern Connection was.

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Successful

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if this link fails for whatever reason.

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The first thing you should check
is to re-import.

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Your input credentials and.

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Your account. Credentials.
Just to make sure there's no mistakes.

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As most times,
that is actually the problem.

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Another potential issue
is the required IPs

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They may. Not have been. Whitelisted.

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So please see the.

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Instructions either.

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In step ten in the written tutorial.

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Or earlier on in here to find out
which IP addresses

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need to be whitelisted.

 

Incomplete
Step by Step Guide

Connect: Tharstern - Connecting the Infigo and Tharstern systems

In this tutorial, we will learn how to connect our Infigo and Tharstern systems using the Connect:Tharstern integration plugin.

Creation Date: Feb 20, 2023
Created By: Sam Webster

1. Type "connect" in to the Infigo search bar

If "Connect Settings" and "Connect Plugins" are not available, please contact Infigo Support who will need to activate these on your system.

Type "connect" in to the Infigo search bar

2. Once available, click on Connect Settings

Once available, click on Connect Settings

3. Check Connect: Tharstern

All of your available plugins will be shown on this screen. Select the Tharstern plugin and save your settings.

Check Connect: Tharstern

4. Select whether the Tharstern plugin is to handle pricing

This setting allows the retrieval of price from the Tharstern estimates.

This is set on a storefront by storefront basis.

Select whether the Tharstern plugin is to handle pricing

5. Select whether the Tharstern plugin is to handle stock

This setting allows the retrieval of stock levels from Tharstern rather than using the Infigo stock level.

When Infigo tries to place an order in Tharstern, we first check whether the stock meets the minimum order requirement set in Infigo.

This is set on a storefront by storefront basis.

Select whether the Tharstern plugin is to handle stock

6. Click on Save

Click on Save

7. Navigate to the Connect Plugins screen

Navigate to the Connect Plugins screen

8. Click Configure on the Tharstern row

Click Configure on the Tharstern row

9. Enter your account and API information

This is an important step!

Our outgoing IP addresses need to be accessible to the server your Tharstern installation is located on. If your IT team doesn't restrict access then there should be no actions to take. However, if your security policy means the below IP addresses can't currently be accessed then they will require whitelisting:

 

35.177.47.232 (UK & Europe)

3.9.143.80 (UK & Europe)

 

35.177.47.232 (USA & Canada)

3.9.143.80 (USA & Canada)

              

API URL endpoint – This is the Tharstern API endpoint which our API will communicate with - this is a task for your internal IT team, however if they require clarification on this point, please contact Tharstern support. If there is a specific port required for this connection, you will need to ensure that our IP addresses (listed above) have access to this port.

 

Email address – This, along with the password, will be used to authenticate access to the API through the endpoint.

 

Password – As above, this will be used to authenticate access to the API.

Enter your account and API information

10. Enter an Application ID

This will be a unique identifier for the storefront. This can be a random value or something relevant, such as INFTHAR01. We use it to generate the authentication token for Tharstern, and so it simply needs to be unique for each storefront.

Enter an Application ID

11. Enter a Storefront Customer Code

Storefront Customer Code – This may be different for each one of your storefronts and will be used to retrieve product information from your Tharstern system. When we interact with products from your Tharstern system, this customer code must have access to all the products you intend to use as the system will only return products which this customer has access to.

 

A note on terminology: An Infigo "Department" manages a grouped set of users, such as those representing one particular company. An Infigo "Customer" is an individual user of a storefront.

Therstern's terminology is slightly different, with a Tharstern "Customer" relating to a group of users, such as those representing one company.

 

The Storefront Customer Code will serve as the Customer Code of the default (Tharstern) customer to use for creating estimates and sending orders, however it is possible to assign customer codes at a department level, allowing more granular control over which Infigo orders turn into Tharstern orders.

Enter a Storefront Customer Code

12. Cache Refresh Interval

This is the interval at which the cache will be cleared and we will request updated prices, stock values, products etc. from Tharstern. This is measured in minutes and the default value is 1440 (every 24hrs).

We recommend leaving this at the default 1440.

When we collect information from the Tharstern system we pull the API and gather all of the product information and store it within our cache.

This means we do not need to constantly uphold the API to ensure we have relevant product information within our system which can be mapped.

The refresh interval is the time between refresh of this cached data.

Cache Refresh Interval

13. Click on Save

Click on Save

14. Click on (Back to plugin list)

Click on (Back to plugin list)

15. Click on Check Connection to confirm whether the connection has successfully been made

Click on Check Connection to confirm whether the connection has successfully been made

16. A green (success) or red (failure) message will appear with additional information

If the link fails, you should first re-check the input credentials.

Another potential issue is the required IPs have not been whitelisted. Please see the instructions on step 10 to review this.

A green (success) or red (failure) message will appear with additional information
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