How to Set Up the Cyprexx Integration
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The document outlines 5 steps to integrate Cyprexx with Pruvan: 1) Get an API token from Cyprexx, 2) Go to the Integrations page in Pruvan, 3) Create a new integration and save, 4) Import orders, 5) View and assign imported work orders on the Pruvan Projects page. Step 1 involves getting an API token from Cyprexx. Step 2 navigates to the Integrations page in Pruvan. Step 3 walks through creating a new integration by selecting Cyprexx, entering login details, and saving. Step 4 imports orders by refreshing the integration. Step 5 allows viewing and assigning imported projects.
How to Set Up the Cyprexx Integration
- 1. 5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute1 How to Set up the Cyprexx Integration with Pruvan 5/21/20151
- 2. 5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute2 Integration Steps 1. Log into Cyprexx and get the API Token. 2. Log into your Pruvan account and go to the Integrations page 3. Click New to create the Integration and Save 4. Import Orders 5. View and Assign the imported work orders on the Pruvan Projects page 5/21/20152
- 3. 5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute3 Step 1 5/21/20153
- 4. 5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute4 Step 2 5/21/20154 1. Go to Pruvan.com and log in with the Master username or a username that has Admin privileges and go to Integrations 2. Once on the Integrations page click the New button to create a new integration in Pruvan
- 5. 5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute5 Step 3 5/21/20155 1. Create an Integration Code up to five letters and numbers of your choosing. For example, CYP or CYPRX. 2. Select Cyprexx Services (Enhanced) from the Integration Type dropdown. Make sure you click the Enhanced integration for Cyprexx 3. Enter your Cyprexx username. This is the username you log into your Cyprexx account with 4. Paste the copied API Token 5. Validate that the username and API Token entered are valid. You will receive a Success message letting you know the information is valid- 6. Save the integration
- 6. 5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute6 Step 4 5/21/20156 1. Highlight the Cyprexx integration that you just saved 2. Click Edit to open up the Edit Integration window 3. On the Edit Integration window click the Full Refresh button to import your work orders 4. Watch as your orders are imported
- 7. 5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute7 Step 5 5/21/20157 1. Select Projects that you would like to send into the field (Hold down the Ctrl key on your keyboard to select multiple Projects and assign them) 2. Once the Projects are selected click the Update button to assign them 3. Select the correct sub-username from the dropdown to assign to that user 4. As soon as the Projects