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integrations:lights_america:setup

Lights America Integration

LightsAmerica has built an integration to Windward System Five using the S5WebAPI service. This allowed the mapping of categories, suppliers, and salespeople. With this mapping defined it allows downloading inventory and wishlists from a LightsAmerica cart via the WebAPI.

Supported Workflow

These are the known support workflow and user stories that have been developed by Lights America for the integration.

  1. As a LightsAmerica administrator, I can map my LightsAmerica categories, suppliers, and salespeople to my Windward System Five equivalent.
  2. As a LightsAmerica administrator, I can map my LightsAmerica categories to a Windward System Five category and set defaults for main categories so I don't have to map every single category.
  3. As a LightsAmerica sales clerk, I can create an inventory item in my Windward System Five from my LightsAmerica installation. Ie: 2020NI and click the Send link
    • Will search on supplier part number and supplier ID to see if in the database. If it does not exist it will create an inventory item.
    • Use of lookup words can exclude inventory from being updated by Lights America.
    • Use of the 6 digit lights America number can update the AltSupply Database
  4. As a LightsAmerica sales clerk, I can update my cost in my Windward System Five installation from my LightsAmerica installation. Ie: 2020NI and click the Send link
    • If a match on supplier part and supplier ID exists it will update the distributor cost (No updates to other fields)
  5. As a LightsAmerica sales clerk, I can create a LightsAmerica wish list and send it to create a Windward Estimate in Windward System Five. This will create inventory, the customer, and an estimate for the salesperson involved.
    • Searching for a customer in System Five by email address. If matched no updates to other fields
    • Popup window to display a warning if category or manufacturers are not mapped.
    • Sending without mappings defined will have those items skipped in the import
    • If discount codes applied to the wish list order, that orders Lights America pricing will be pushed down to the created estimate

Configuration in System Five

The Lights America integration will require the s5webapi to be installed. After installation the credentials provide will contain:

If you are hosted in System Five on Cloud, Windward CloudOps will need to add Lights America IP addresses to your S5webapi white list.

Configuration in Lights America

Take your Windward Software s5webapi credentials and enter them into Lights America.

This can be accessed using the “Manager” button once signed into Lights America. Click on “Windward Integration” when in the manager menu.

The Categories, Manufacturers, and Sales People in Lights America will need to be mapped before importing inventory and invoices.

integrations/lights_america/setup.txt · Last modified: 2020/06/29 11:51 by kevin