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Overview
Overview
This process integrates with the EKM (Predicitve-Insight) API and is required for any other CEO Juice process which will leverage EKM data. See Related Processes tab on your subscription for integrations available or Related Alerts at bottom of this article.
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Connection/API
Connection / API
To set up the EKM integrations, we need your API Details entered by you on our website and set up as shown below. Only users with the Customer Admin security role can enter these credentials. If you’re unsure who has this role, please contact us at help@ceojuice.com.
Entering Credentials on the CEO Juice Website:
1. Go to CEO Juice Customer Admin Integrations and navigate to Profile > Integrations.
2. Select EKM from the list of available integrations.
3. After entering the API details, make sure to click SAVE to store your information.
Obtaining the API Key and Secret in EKM
To create an API account in EKM and obtain your API Key and Secret:
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Admin Access Required: If you don’t have admin rights, an admin user will need to complete this setup for you. For details, please refer to the API User Guide attached at the bottom of this article.
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Configuration Requirements: The API user must have Global scope with the Data Reader role to ensure access to all necessary data. See the example setup below for reference.
- Note: For assistance setting up the API account, resellers may need to contact the EKM US helpdesk at support@predictive-insight.com, as this function is often limited to portal admin roles. Larger resellers with dedicated portals may be able to set it up independently. Refer to the API User Guide for more information.
- Copying the API Key and Secret: Once the API user is created, a dialog will appear with the generated API key and secret. Copy these values immediately, as they cannot be re-displayed and can only be re-generated if lost.
For any issues obtaining the Key and Secret, reach out to the EKM US help desk (support@predictive-insight.com) for assistance.
API Access and Portal URLs
The API URL for accessing your EKM data can be in a few different formats. Generally, you’ll take the URL you use to access the EKM Portal UI and replace /PortalWeb with /PortalAPI.
Standard API URL Format:
Most portals follow this standard format:
Examples: We do have lots of US portals, so it depends which one they are on e.g.
- https://predictiveinsight.insightportal.net/PortalAPI/
- https://predictiveinsight2.insightportal.net/PortalAPI/
- https://printsolvportal.insightportal.net/PortalAPI/
Custom Domain Names:
Some portals use unique domain names rather than the standard format(https://xxxxxxxxx.insightportal.net). For example:
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Related Alerts
Related Alerts
ID742 - Convert Sales Quotes for specified CreatorID(s) to Sales Orders
ID968 - Advanced Meters DCA Data
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