Picture of Connect: printIQ product sync | CI_printIQ_010

Connect: printIQ product sync | CI_printIQ_010

Infigo have introduced new functionality into our Connect: printIQ plugin, allowing products and categories to be automatically synced from printIQ into Infigo. Product Sync Feature: The product sync feature streamlines the creation and management of products across printIQ and Infigo platforms. Users can create products in printIQ and sync them to Infigo, eliminating the need for manual duplication and saving valuable time. It allows for seamless syncing of product information such as name, description, activation status, SKU, dimensions, and images. Stock and print-on-demand products can be synced using this functionality. Category Sync Feature: The category sync feature enables the synchronization of categories between printIQ and Infigo platforms. Users can create categories in printIQ and sync them to Infigo, ensuring consistency and uniformity across platforms. It simplifies the process of categorizing products by allowing users to sync category information such as name, description, and hierarchy. The sync only functions from printIQ into Infigo, not the other way around.

Tutorial Video Transcript

00:00:07:22 - 00:00:10:25
Infigo have introduced new functionality
in our Connect:

00:00:10:25 - 00:00:15:08
printIQ plugin, allowing products
and categories to be automatically synced

00:00:15:11 - 00:00:18:15
and printIQ into Infigo.

00:00:18:15 - 00:00:21:21
So a bit of information on this feature
and what it can do.

00:00:22:04 - 00:00:26:05
So the Product Sync feature streamlines
the creation and management

00:00:26:05 - 00:00:29:10
of products across printIQ and Infigo
platforms.

00:00:30:01 - 00:00:35:03
Users can create products within printIQ
and then sync them into Infigo

00:00:35:12 - 00:00:39:09
eliminating the need for manual
duplication and saving valuable time.

00:00:40:09 - 00:00:43:02
It allows for seamless
syncing of products information

00:00:43:02 - 00:00:49:06
such as name, description,
activation, status, SKU dimensions, images

00:00:49:16 - 00:00:51:18
and other bits and pieces.

00:00:53:04 - 00:00:55:09
Two types of products work with this sync.

00:00:55:09 - 00:01:03:02
We've got stock
and print on demand products,

00:01:03:02 - 00:01:06:24
so this functionality
also contains a category sync feature.

00:01:07:08 - 00:01:10:24
So the Category Sync feature enables
the synchronization of categories

00:01:10:24 - 00:01:13:18
between printIQ and Infigo platforms.

00:01:14:08 - 00:01:16:27
Users can create categories

00:01:16:27 - 00:01:20:12
within printIQ
and then sync them into Infigo.

00:01:20:21 - 00:01:24:18
Ensuring consistency
and uniformity across those two platforms

00:01:25:25 - 00:01:29:05
simplifies the process
of categorizing products by allowing users

00:01:29:05 - 00:01:33:18
to sync category information
such as name, description, hierarchy

00:01:33:27 - 00:01:36:22
and so much more.

00:01:37:13 - 00:01:39:17
So the first thing we need to do
to actually configure

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this is specify
what we're calling a master storefront

00:01:43:28 - 00:01:48:14
to act as an API relay
between other storefronts on our platform.

00:01:49:20 - 00:01:51:07
So we're going to start by navigating

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to our platform level,
by going to switch storefront

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and then clicking select on the platform

00:01:57:10 - 00:02:02:12
level, going back to switch storefront.

00:02:02:12 - 00:02:06:18
It's also worth
noting down the ID of the storefront

00:02:06:18 - 00:02:08:22
you want to set as that master storefront

00:02:09:25 - 00:02:13:10
as you'll need to input this in a moment.

00:02:19:03 - 00:02:22:16
So next I'm going to navigate to my Connet
settings again.

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Still on my platform level.

00:02:25:28 - 00:02:27:07
And what I want to

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modify here is the setting
which at present is right at the bottom.

00:02:31:00 - 00:02:34:07
So storefront IDs
allowed for switch context

00:02:34:21 - 00:02:38:03
and I'm just going to put in the ID
of that master storefront in there,

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which in my case is 31.

00:02:41:25 - 00:02:46:00
So this setting allows users
to specify a master storefront ID,

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which acts as a relay to all of the other
storefronts on your platform.

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So the purpose of
the setting is to streamline the process

00:02:53:16 - 00:02:57:28
of setting up an API connection
between Infigo and printIQ.

00:02:59:05 - 00:03:03:16
So prior to this development, storefronts
in Infigo were completely independent

00:03:03:24 - 00:03:06:18
and didn't really have visibility
to access each other.

00:03:07:17 - 00:03:11:06
So by introducing the switch
context option that we have here,

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by designating a master
storefront of requests

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coming into the system can be associated
with the appropriate storefront

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and then it can be relayed accordingly.

00:03:24:17 - 00:03:26:28
So the switch context option
that we have here

00:03:27:08 - 00:03:30:09
is part of the configuration process
within Infigo

00:03:30:21 - 00:03:34:25
and is specifically relevant
to connecting with the printIQ API

00:03:35:04 - 00:03:38:24
and managing web hooks for products
and inventory synchronization,

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which of course we'll discuss later on.

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It helps to ensure that the appropriate
storefront receives the notifications

00:03:48:10 - 00:03:50:26
and data related to products created

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and edited within printIQ.

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So with our idea

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updated, I'm just going to hit
save on that particular page

00:04:01:18 - 00:04:13:01
and then we can navigate back
to our other storefront.

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From here we're going to go back
to the Connect Settings page

00:04:21:27 - 00:04:22:23
and I'm going to make sure

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that my Connect:
printIQ plugin is enabled.

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Now, chances are, if you've been using
the Connect printIQ plugin before now,

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this would be enabled

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and a lot of your other settings
and configurations will be done already.

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Just need to make sure this is enabled
if you're starting from scratch.

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Next,
we're going to navigate to the Connect

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plugin screen,
find the Connect: printIQ entry

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and then go to configure.

00:04:57:13 - 00:04:58:07
Now again, I'm

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starting from a clean storefront here,
so I don't have this configured at all.

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If you've already been using the Connect
Prince IQ plugin, chances are

00:05:05:24 - 00:05:13:06
you have a lot of this data input already.

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So I'm just going to put in a few bits of
information here just to get us started.

00:05:17:06 - 00:05:19:12
So I'm just going to put in a few bits of
information here just to get us started.

00:05:19:17 - 00:05:22:16
Now, in order
for the product synchronization to work,

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you do need to input the V1 credentials.

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So this is a base64 token
and it must be input

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in order to facilitate that product's
sync capability.

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The token can be obtained
by contacting printIQ support,

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the Base64 token is a form
of authentication or access token

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that is generated by printIQ
and provided to Infigo

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The token allows Infigo to authenticate
and to authorize its requests

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when communicating with printIQ, ensuring
that we've got a secure

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and authorized access
link to the necessary resources

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and functionalities
between the two systems.

00:06:05:03 - 00:06:07:22
So I already have
that base64 token to hand,

00:06:07:22 - 00:06:11:01
so I'm just going to paste it into here,

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make sure we save.

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And then once we've done
that, I'm just going to scroll down

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to the product sync settings.

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So this is a new set of options,
which is introduced

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for the product sync, and we'll
just go through a few of these options.

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So we'll begin with master product
and master category. So

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as I'm

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as any seasoned Infigo user will be aware,
products

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and categories contain
many different configuration options

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and not all of those options
are brought over as part of printIQ.

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And we'll see what details
are brought over a little bit later on.

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So to save time
when syncing from printIQ,

00:07:07:20 - 00:07:12:16
you can define a master product
and a master category to act as a settings

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template for those things that aren't
brought over as part of the sync.

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So in order to do this, any products
or categories containing the required

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prefix of master underscore in the name

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can be selected from this dropdown list.

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So this is nice and easy to do.

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I'm just going to go quickly to my

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pro Product catalog.

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Now, if you've already got a product
set up in here that you would like to have

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as your templates,
then you could duplicate that product

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and just add the prefix.

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I'm just going to create

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a brand new stock product,
so I'm going to give the prefix master

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and then after that it can be
whatever I like, but I'll just do

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product,

00:08:04:11 - 00:08:07:24
I'll do the same with my category.

00:08:07:24 - 00:08:11:24
So manage categories again,
I could duplicate an existing category

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and then add the prefix master
or you can create a brand new one

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with the settings that you require.

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I'll go back to my printIQ settings

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and I'll just

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refresh the page.

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Then in those dropdown list
for master product and master category,

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I can see that those have now appeared,

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so it isn't necessary to sync categories
if they're not required.

00:08:56:14 - 00:09:04:03
So what you can do is you can click this
ignore categories from Sync Button here,

00:09:04:03 - 00:09:07:26
and that excludes the automatic creation
of a category structure.

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And this also allows you
to create a category structure

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manually within Infigo,
if you would prefer to do that,

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even if categories are syncs.

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So if you do have the category sync on
and that comes over from printIQ, further

00:09:22:25 - 00:09:25:26
manual changes can be made within
Infigo, such

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as applying a product
to a second category if you wish to do so.

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If the

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ignore categories from sync is selected,

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then the master category field changes

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to a default product category field
and that allows you to specify

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a category that all sync products
will be added to by default.

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Next up, we have the ability to specify
the product types that we want to sync.

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So as I mentioned earlier
on, you can sync stock products

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and you can sync print ondemand
or static PDF products.

00:10:05:06 - 00:10:06:23
As you may know, the

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the sync of each of these product types

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is controlled
independently with these two checkboxes

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and can be activated in here
just by selecting those.

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You also have two more information
buttons.

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These will give you additional details
on the fields which are mapped

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between printIQ and Infigo for
either of the two linked product types.

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So if I click on the print
on demand product, for example,

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it reveals a table and it's got three
columns.

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One will show you
the printIQ name of a particular field.

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One will show you
the Infigo name of the field,

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and one will show you
any necessary comments.

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And this is the information that's
transferred between the two systems,

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about the same information

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available for stock products.

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Finally, we have the ability
to put in a failure email down here.

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So if there is any failures during
the syncing process, you will be notified

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at this email address.

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So last but by no means least a webhook

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requires set up within printIQ
in order to facilitate

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the syncing of print on demand
or stock products.

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So the Product Sync Feature works
through a webhook,

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specifically a print on demand products
webhook

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and a little bit

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further down async stock products webhook.

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Now these web hooks are set up in printIQ

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to notify the system
when a product is created or edited.

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In the past,
printIQ had limitations in setting up web

00:12:05:20 - 00:12:10:00
hooks, allowing only a single webhook
to be used to overcome this.

00:12:10:21 - 00:12:14:03
That's why we introduced
that switch context setting that I showed

00:12:14:03 - 00:12:17:06
a bit earlier on where the storefront ID

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of a master storefront is added.

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So this master storefront acts as a relay

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for all of the other storefronts, ensuring

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that the information from web hooks
is added to the relevant accounts within.

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Infigo

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prints.

00:12:31:13 - 00:12:36:14
IQ support can assist
with the setting up of these webhooks

 

Incomplete
Step by Step Guide

Connect: printIQ Product Sync | Configuration

Infigo have introduced new functionality into our Connect: printIQ plugin, allowing products and categories to be automatically synced from printIQ into Infigo.

Product Sync Feature:

  • The product sync feature streamlines the creation and management of products across printIQ and Infigo platforms.

  • Users can create products in printIQ and sync them to Infigo, eliminating the need for manual duplication and saving valuable time.

  • It allows for seamless syncing of product information such as name, description, activation status, SKU, dimensions, and images.

  • Stock and print-on-demand products can be synced using this functionality.

Category Sync Feature:

  • The category sync feature enables the synchronization of categories between printIQ and Infigo platforms.

  • Users can create categories in printIQ and sync them to Infigo, ensuring consistency and uniformity across platforms.

  • It simplifies the process of categorizing products by allowing users to sync category information such as name, description, and hierarchy.

The sync only functions from printIQ into Infigo, not the other way around.

Creation Date: May 30, 2023
Created By: Sam Webster

1. Click on Switch Storefront

We must first specify one or more 'master' storefronts to act as an API relay between other storefronts on our platform.

This is specified on the platform level, so begin by clicking Switch Storefront.

Click on Switch Storefront

2. Note the ID of the storefront(s) you wish to set as the master storefronts

Note the ID of the storefront(s) you wish to set as the master storefronts

3. Select the platform entry

Select the platform entry

4. Navigate to the Connect Settings screen

Navigate to the Connect Settings screen

5. Enter the ID of the storefront(s) you wish to set as master storefront(s)

This setting allows users to specify a master storefront ID, which acts as a relay to all other storefronts.

The purpose of this setting is to streamline the process of setting up an API connection between Infigo and printIQ.

Prior to this development, storefronts in Infigo were independent and didn't have visibility or access to each other. By introducing the "switch context" setting and designating a master storefront, requests coming into the system can be associated with the appropriate storefront and relayed accordingly.

The "switch context" option is part of the configuration process in Infigo and is specifically relevant to connecting with the printIQ API and managing webhooks for product and inventory synchronization (discussed later).

It helps ensure that the appropriate storefront receives the notifications and data related to product creation or editing in Print IQ.

Enter the ID of the storefront(s) you wish to set as master storefront(s)

6. Click Save to confirm these inputs

Click Save to confirm these inputs

7. Click on Switch Storefront

Navigate back to the storefront of interest.

Click on Switch Storefront

8. Select your storefront of interest

Select your storefront of interest

9. Ensure the Connect: printIQ plugin is active within the Connect Settings screen

Ensure the Connect: printIQ plugin is active within the Connect Settings screen

10. Navigate to the Connect Plugins screen

Now, we will begin to configure relevant settings for the product sync within the Connect: printIQ module.

Navigate to the Connect Plugins screen

11. Click Configure on the Connect: printIQ module

Click Configure on the Connect: printIQ module

12. Input v1 Credentials

The Base64 token must be input in order to facilitate the product sync capability. This token can by obtained by contacting printIQ.

The base64 token is a form of authentication or access token that is generated by printIQ and provided to Infigo. This token allows Infigo to authenticate and authorize its requests when communicating with print IQ, ensuring secure and authorized access to the necessary resources and functionalities.

Input v1 Credentials

13. Navigate to the Product Sync settings

There is a section containing settings specific to the product sync capabilities of the Connect: printIQ plugin.

We will begin with the Master product and category options.

Products and categories contain many configuration options. To save time when syncing either from printIQ, you can define a master product and a master category to act as a settings template.

Any products or categories containing the required prefix in their name field will be shown in these dropdown lists.

Navigate to the Product Sync settings

14. Create a new product with the prefix "MASTER_"

For example, the product name can be "MASTER_product".

Create a new product with the prefix "MASTER_"

15. Create a new category with the prefix "MASTER_"

For example "Master_Category"

Create a new category with the prefix "MASTER_"

16. Return to the printIQ configuration settings and define the master items

Return to the printIQ configuration settings and define the master items

17. It is not necessary to sync categories if not required

Click "Ignore categories from sync" to exclude the automatic creation of a category structure. This will allow you to create a category structure manually within Infigo.

Even if categories are synced, further manual changes can be made within Infigo, such as applying a product to a second category.

If this option is checked, the "Master Category" field will change to a "Default Product Category" field, allowing you to specify a category that all synced products are added to by default.

It is not necessary to sync categories if not required

18. Specify product types to sync

Stock or print-on-demand (Static PDF) products can be synced using this functionality.

The sync of each product type is controlled independently, and can be activated within the Connect: printIQ product sync settings.

Specify product types to sync

19. Click More Information

The "More Information" buttons will give you additional details on the fields which are mapped between printIQ and Infigo for either of the two synced product types.

Click More Information

20. A webhook require setup in printIQ in order to facilitate the syncing of print-on-demand products.

The product sync feature works through a webhook, specifically a print-on-demand products webhook and a stock products webhook. These webhooks are set up in printIQ to notify the system when a product is created or edited.

In the past, printIQ had limitations in setting up webhooks, allowing only a single webhook to be used. To overcome this, the "switch context" setting (discussed earlier) was introduced in Infigo, where the storefront ID of the master storefront is added.

This master storefront acts as a relay for all the other storefronts, ensuring that the information from webhooks is added to the relevant accounts in Infigo.

Both product sync and inventory sync rely on webhooks to receive notifications about product creation or editing. By setting up webhooks and obtaining a base64 token from printIQ, users can enable the functionality of product sync and inventory sync in Infigo.

printIQ support can assist with the setup of these webhooks.

A webhook require setup in printIQ in order to facilitate the syncing of print-on-demand products.

21. A separate webhook requires setup to facilitate syncing of stock products

A separate webhook requires setup to facilitate syncing of stock products
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