The following guide will walk you through the steps required to integrate your Print Audit software with PrintReleaf.
Part I: Adding your Print Audit Server to PrintReleaf
This will register your Print Audit server in PrintReleaf.
- Navigate to Integrations.
- Click Add Print Audit Server.
- Enter the URL and Contact Email for your Print Audit server.
- Click Continue to save.
- Take note of the Web Service credentials in the Print Audit Data Sync Settings section. These will be used later in the guide.
Part II: Configuring your Print Audit server to sync data to PrintReleaf
This will configure a daily report to be sent from your Print Audit server to PrintReleaf.
- Log in to your Print Audit dealer portal with Administrative Rights.
- Navigate to Reporting > Data Exports.
- Select Device Inventory (XML).
- Click Proceed to Next Step.
- Select Report by Dealer.
- Select Customer: [All].
- Select Managed/unmanaged: Managed only.
- Select Report Date: Current.
- Click Proceed to Next Step.
- Enter PrintReleaf Data Sync for the Report Title field.
- Click Proceed to Next Step.
- Select Deliver this report immediately.
- Select Schedule this report for future delivery.
- Select Deliver Via: Web Service.
- Select Generate this report daily at 12:00 AM.
- Configure the URL, Web Service Username, and Web Service Password fields using the Web Service Settings from Part 1: Step 5 of this guide.
- Click Generate Report.
Part III: Connecting a Customer in PrintReleaf to Print Audit
This will configure a new account in PrintReleaf to receive data from Print Audit.
- Log in to your Print Audit dealer portal with Administrative Rights.
- Navigate to Administration > Customers.
- Locate and Open the account you wish to connect to PrintReleaf.
- Record the ID from the URL line at the top as you will need the ID # to complete the configuration for this account.
- Log into your PrintReleaf portal.
- Navigate to Accounts.
- Click + Add Account.
- Enter a name for the new account.
- Click Continue to save.
- Scroll Down to Data Feeds.
- Click Add Print Audit Feed.
- Enter the customer's Print Audit Account ID from Step 4.
- Click Add Feed to save.