API credentials for NextGen.
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Overview | Variables | API Details | Alert Functionality | Related Alerts
Overview
Overview
This process integrates with the NextGen API and is required for any other CEO Juice processes that will leverage NextGen data. See the Alert Functionality section for the integrations that this API integrates with.
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Variables
Variables
This process does not currently have any variables.
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Connection/API
API Details
Details on setting up the API connection to come.
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Alert Functionality
Alert Functionality
The function of this alert is to hold the API credentials for NextGen and pull data from NextGen to various background tables that work with other CEO Juice processes. You will need to be subscribed to the process noted below for each CEO Juice process.
Active: Integration is available for all clients.
Beta: Integration is currently in the Beta testing process and not yet available.
Pending: The integration with this process is pending development.
ID968 - Meters - Beta
This process will populate the meter tables, the meters are inserted with ID968.
ID634 - Sales Orders - Pending
This process will pull information regarding low toner alerts and create sales orders using ID634.
By default, our process will not create a new Sales Order if it finds an open Sales Order for the same Equipment, toner color or one fulfilled in the last 10 days. The process DOES assume just-in-time delivery, meaning the expectation is for the customer to replace the toner soon after receiving it.
The customer is derived from the serial number on the DCA alert, the serial number is also used to link an equipment record and contract to the sales order to be created. The branch on the sales order is pulled from the branch assigned to the equipment record. The sales rep is pulled from the customer record.
ID350 - Toner Supply App - Pending
This process can pull information from the DCA into the ID350 toner supply app.
ID147 and ID774 - Power BI Dashboards - Pending
The data from the DCAs can be pulled into various Power BI dashboards:
- Unmanaged devices - ID147
- Quarterly Business Report - ID774
ID815 - Workflow Process (If This Then That) - Pending
Once the sales order has been created in e-automate with ID634, you can use ID815 to create a workflow that will automatically create the linked purchase order.
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Related Alerts
Related Alerts
ID147 - Power BI Non Managed Devices
ID288 - Notify Tech for New DCA Install
ID350 - Supply Entry App
ID634 - Supply Order Creation
ID774 - Customer Business Review
ID815 - If This Then That Workflow
ID968 - Insert Meter Readings from External Sources
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