Show details for Connect: Tharstern - Mapping products | ID: CI_Tharstern_003

Connect: Tharstern - Mapping products | ID: CI_Tharstern_003

In this tutorial, we will learn how to map products between Infigo and Tharstern using the Connect:Tharstern plugin. This functions using the following process: Infigo retrieves a sample estimate request from Tharstern with default values provided and transferred via JSON file. Using the UI or advanced configuration settings seen in this tutorial, we overwrite certain parts of that estimate then return it to Tharstern.

Tutorial Video Transcript

00:00:12:21 - 00:00:15:06
In this
tutorial, we'll learn how to map products

00:00:15:06 - 00:00:18:25
between Infigo and Tharstern
using the Connect Tharstern plugin.

00:00:20:08 - 00:00:22:15
So how this works, Infigo.

00:00:22:15 - 00:00:26:07
will initially retrieve
a sample estimate request from Tharstern

00:00:26:18 - 00:00:29:08
with default values
provided and transferred

00:00:29:08 - 00:00:32:03
via JSON file

00:00:32:08 - 00:00:35:16
using the user interface
or advanced configuration settings

00:00:35:16 - 00:00:39:18
that will see in this particular tutorial,
we can overwrite certain parts

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of that estimate
and then return it to Tharstern.

00:00:45:25 - 00:00:48:02
The first thing we want to do
is to actually navigate

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to the product
that we want to set up the link for.

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So we'll begin
by going to the product management screen

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and then locating one of the products

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that we want to link.

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Now we set up this link on a product
variant basis,

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so you want to click on the plus icon
next to your relevant product.

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And then wherever you see this
connect link icon,

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that's
where you can set up a link between Infigo

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and a third party system.

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So when you click the Connect link

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button, a pop up will be displayed
with the Connect settings.

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For this product variant.

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All we have to do

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is to begin typing the name of our product

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and then select it
from the filtered list of products.

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So you'll see there,
if I click on this external ID box

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based on the settings
we've already configured

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as part of the Tharstern integration,
all of our product

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details are now being drawn through.

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From there, I can select the

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relevant product,

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relevant product,

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specify whether or not I want to use live
pricing for this product

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and then hit save external reference.

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This will pull through the parts

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and processes
for this product from Tharstern.

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From here we just need to select the parts

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and processes that you wish to use
for this particular product.

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So, for example,
we can select a finished size

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and we can specify any of the processes

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that we want to utilize.

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that we want to utilize.

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And then further down from here,
we can see the parts,

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select the parts and the processes
you wish to use for this product.

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So clicking toggle advanced configuration
will reveal another couple of settings

00:03:10:04 - 00:03:14:05
here.

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Now the estimate request mapping
that's displayed here has been generated

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from the part and process options
that we've seen further up the screen.

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So all the selection options
that we have available here

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now, the code

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that's in here is completely configurable.

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So this means that
if any additional mapping is required,

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the user can make additional changes.

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But word of warning,
if you are planning to use the

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manual modification
of the estimate request mapping,

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it's highly recommended that you complete
configuring the process and part settings

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prior to modifying the advanced
configuration settings.

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If you change any of the process settings

00:04:03:15 - 00:04:08:19
discussed further up the screen,
once you've started making changes

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to the estimate request mapping,
it will request it.

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It will refresh the JSON script.

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So any changes that you've made to
this mapping will be lost.

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And then right at the bottom of
the screen, we also have the product type.

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JSON.

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This is primarily debugging information
retrieved straight

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from the Tharstern and system.

00:04:33:10 - 00:04:37:05
Then apply the mapping by going further up
page and clicking save

00:04:37:05 - 00:04:39:02
external reference.

 

Incomplete
Step by Step Guide

Connect: Tharstern - Mapping products

In this tutorial, we will learn how to map products between Infigo and Tharstern using the Connect:Tharstern plugin.

This functions using the following process:

  • Infigo retrieves a sample estimate request from Tharstern with default values provided and transferred via JSON file.

  • Using the UI or advanced configuration settings seen in this tutorial, we overwrite certain parts of that estimate then return it to Tharstern.

Creation Date: Feb 22, 2023
Created By: Sam Webster

1. Navigate to the Product Management screen

Navigate to the Product Management screen

2. Click the '+' icon next to a product to reveal the product variant details

Click the '+' icon next to a product to reveal the product variant details

3. Click on Connect Link

Wherever a green Connect Link button is seen, we are able to configure a connection to a connected system, in this case Tharstern.

We will see the Connect Link button in multiple locations throughout Infigo.

This instance of the Connect Link button allows us to configure a mapping between Infigo and Tharstern for an individual product.

Click on Connect Link

4. A pop up will be displayed with the connect settings for this Product Variant

A pop up will be displayed with the connect settings for this Product Variant

5. Begin typing the name of your product then select it from the filtered list of products

Begin typing the name of your product then select it from the filtered list of products

6. Select whether you wish to use Tharstern estimate pricing

Select whether you wish to use Tharstern estimate pricing

7. Click Save External Reference

This will pull through the parts and processes for this product from Tharstern.

Click Save External Reference

8. Select the parts and processes you wish to use for this product

Select the parts and processes you wish to use for this product

9. Select the parts and processes you wish to use for this product

Select the parts and processes you wish to use for this product

10. Click Toggle Advanced Configuration to reveal additional configuration settings

NOTE: It is highly recommended to complete configuring the process and part settings prior to modifying the advanced configuration settings.

Changing any of the process or part settings discussed in previous steps will refresh the JSON script, so any manual changes made will be lost.

Click Toggle Advanced Configuration to reveal additional configuration settings

11. View or amend the estimate request mapping

The estimate request mapping displayed here has been generated from the part and process options in the previous steps.

These are configurable, meaning that if any additional mapping is required, the user can make further changes.

View or amend the estimate request mapping

12. Product Type JSON

Debugging information retrieved straight from the Tharstern system.

Product Type JSON

13. Click on Save External Reference

Click on Save External Reference
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