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

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Infigo have introduced new functionality
in our Connect:

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printIQ plugin, allowing products
and categories to be automatically synced

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and printIQ into Infigo.

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So a bit of information on this feature
and what it can do.

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So the Product Sync feature streamlines
the creation and management

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of products across printIQ and Infigo
platforms.

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Users can create products within printIQ
and then sync them into Infigo

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eliminating the need for manual
duplication and saving valuable time.

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It allows for seamless
syncing of products information

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such as name, description,
activation, status, SKU dimensions, images

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and other bits and pieces.

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Two types of products work with this sync.

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We've got stock
and print on demand products,

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so this functionality
also contains a category sync feature.

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So the Category Sync feature enables
the synchronization of categories

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between printIQ and Infigo platforms.

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Users can create categories

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within printIQ
and then sync them into Infigo.

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Ensuring consistency
and uniformity across those two platforms

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simplifies the process
of categorizing products by allowing users

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to sync category information
such as name, description, hierarchy

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and so much more.

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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

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to act as an API relay
between other storefronts on our platform.

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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

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level, going back to switch storefront.

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It's also worth
noting down the ID of the storefront

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you want to set as that master storefront

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as you'll need to input this in a moment.

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So next I'm going to navigate to my Connet
settings again.

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Still on my platform level.

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And what I want to

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

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So storefront IDs
allowed for switch context

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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.

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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

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of setting up an API connection
between Infigo and printIQ.

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So prior to this development, storefronts
in Infigo were completely independent

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and didn't really have visibility
to access each other.

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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.

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So the switch context option
that we have here

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is part of the configuration process
within Infigo

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and is specifically relevant
to connecting with the printIQ API

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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

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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

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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

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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.

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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

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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.

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

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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.

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So I already have
that base64 token to hand,

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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,

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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,

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I'll do the same with my category.

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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.

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So what you can do is you can click this
ignore categories from Sync Button here,

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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

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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.

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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

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hooks, allowing only a single webhook
to be used to overcome this.

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That's why we introduced
that switch context setting that I showed

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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.

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IQ support can assist
with the setting up of these webhooks

 

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