Table of Contents
Guide Purpose:
Received Request to Set-Up Integration
How to Setup Soft-Pak Collection API Integration in 3rd Eye
How to Get to Setting Up Soft-Pak Parent Division
How to Set-Up Soft-Pak Parent Division
How to Get to Setting Up Soft-Pak Companies
How to Set-Up Soft-Pak Companies
How to Configure Soft-Pak Collection API Integration in 3rd Eye
Collection API Key Configuration
URL Configuration
JSON Configuration
Guide Purpose:
- This guide IS designed to:
- Show how to setup Soft-Pak integration with 3rd Eye for the collection API and a review use case
- This guide IS NOT designed to:
- Show how to understand JSON and how its formatted.
Received Request to Set-Up Integration
*Note: A request must be received to setup Soft-Pak integration and should contain the information as listed below
- Customer name
- What URL they need the information sent back to
- Stop status URL (eg: http://54.149.143.145:8080/testCallback)
- Reviewers call back URL (eg: https://devtest.soft-pak.com/ThirdEyeProxy/api/tf/reviewer/activity)
- What companies they need set-up
How to Setup Soft-Pak Collection API Integration in 3rd Eye
How to Get to Setting Up Soft-Pak Parent Division
- Click on Administration Tab
- Select the configuration button
- Select the Organization button
- Scroll or Search for Tenant name
- Select Tenant
- Select the top-level Division
- Verify Collection API (Service Bureau and AI Review if reviewer activity is requested) are enabled.
- If its not, please check the boxes (as highlighted in the BLUE box in the image below) for Soft-Pak to enable them.
- Click the “New” button
How to Set-Up Soft-Pak Parent Division
- Fill out the parent division name as Soft-Pak
- Input the address of the Tenant and the time zone
- Fill all information within the BLUE highlighted box.
- Click the “Create” button
How to Get to Setting Up Soft-Pak Companies
*Still under the Administration tab and Organization button
- Scroll or Search for Tenant name
- Select Tenant
- Select the Soft-Pak Division
- Click the “New” button
How to Set-Up Soft-Pak Companies
*Repeat this process for every Company needed to be created for Soft-Pak.
- Fill out the Soft-Pak company name provided in the request sent.
- In the image below, I used Company-01 as the company name
- Input the address of the Tenant and the time zone
- Fill all information within the BLUE highlighted box.
- Click the “Create” button
How to Configure Soft-Pak Collection API Integration in 3rd Eye
Collection API Key Configuration
*Still under the Administration tab
- Select the Companies button
- Scroll or Search for Tenant name
- Select Tenant
- Verify a collection API Key is generated
- If not generated, click on the “Generate New Key”
- Attach the key to the request email and forward back to Soft-Pak (This key is required to complete integration with Soft-Pak)
URL Configuration
*Still on the same page as Collection API Key Configuration
- Insert the Stop Status Callback URL included in the request (This is included in the email request if customer uses Stop Status)
- Stop Status sends back every stop that occurs during a route
- Select the status the customer needs to be sent from the boxes on the right
- Keep in mind that Soft-Pak only receives work completed and extra stop completed as highlighted in the green box below
- If any other status needs to be checked, please confirm with your supervisor
- Once selected, the JSON automatically updates with this selection as seen in the RED highlighted box in the image below
- Insert the Reviewer Callback URL included in the request
- Reviewer Callback sends back every event our reviewers complete
- Once inserted, the JSON automatically updates as seen in the BLUE highlighted box in the image below
- Click update
JSON Configuration
*Still on the same page as Collection API Key Configuration
- Insert the payload for the review case(s) (reference the JSON payload standards guide in Zingtree for review case payloads) in the JSON