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ID29 - FMAudit API Integration (API):

API credentials for FM Audit.

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Overview | VariablesAPI Details | Alert Functionality | Related Alerts

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Overview

Overview

This process integrates with the FM Audit API and is required for any other CEO Juice processes that will leverage FM Audit data.  See the Alert Functionality section for the integrations that this API integrates with.

 

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Variables

Variables

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Variable2: Enter your Dealer Account

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VariableZ: Once you have entered your FMAudit credentials in Profile/Integrations (see below), then use drop down in variable to point to those credentials.

 

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Connection/API

API Details

1. We need your FM Audit Account and a User created for us to be entered by you on our website and set up as shown below. The user entering on our website will need 'Customer Admin' security role - ask us at help@ceojuice.com if you need to know who has.

*We can integrate regardless of whether your FMAudit is hosted locally or on the cloud.

Please enter credentials on our website (https://www.ceojuice.com/CustomerAdmin/Integrations) via Profile / Integrations:

 

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Please be sure to select SAVE:

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Central URL:

Enter the URL for your FM Audit account:

Will be like acpcentral.YOURCOMPANYNAME.com/FMACentral/Account

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User Name and User Password:

Please create a unique User Name (and password) for us. This user MUST have Administrator credentials (this is the only security level that has been tested to ensure everything pushes to our integration).

2. Link that integration to VariableZ on your ID29 subscription  (be sure you have Variable2 populated as well):

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Alert Functionality

Alert Functionality

The function of this alert is to hold the API credentials for FM Audit and pull data from FM Audit 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

ID968 - Meters - Active

This process will populate the meter tables, the meters are inserted with ID968.

ID634 - Sales Orders - Beta

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 - Beta

This process can pull information from the DCA into the ID350 toner supply app.

ID147 and ID774 - Power BI Dashboards - Active

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) - Beta

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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