This guide provides detailed instructions on the implementation of the Rackbeat integration and that the implementation is carried out by Netvisor's customer service. The user must prepare both Netvisor and Rackbeat according to this guide so that the integration can be started and registers can be synchronized.

CONTENTS

General information about the implementation of Rackbeat integration

The implementation of the integration is carried out by Netvisor's customer service. The user must perform the necessary actions on both the Netvisor and Rackbeat sides according to this guide so that the implementation can be started.

With the integration, an initial synchronization of basic registers can be performed either from Netvisor to Rackbeat or from Rackbeat to Netvisor using the Rackbeat integration preparations guide. During the implementation, it is also possible to choose whether to synchronize all registers (customers, suppliers, products) or only some of them.

Note before implementation that the product registers must be the same between Netvisor and Rackbeat so that orders are directed under the correct suppliers and customers.
Products = The product code is decisive. It can contain numbers or letters.
Customers = The customer code is decisive. It must consist solely of numbers. The secondary identifier is the business ID, meaning if a customer is created in Rackbeat with a business ID that already exists in Netvisor, the Netvisor customer card is overwritten with Rackbeat's information. The third identifier is the name, meaning if a customer is created in Rackbeat with the name "Name" and a customer with the name "Name" is found in Netvisor's register, they are interpreted as the same customer.

To get the connection working between Netvisor and Rackbeat, follow the instructions below.

Netvisor: allowing integration and creating interface credentials

The Rackbeat interface is allowed in Netvisor under the Company menu in the section Interface resource permissions. Type "Rackbeat" in the Ready integrations search field > Select the search result and click the Integration blocked button, which activates the necessary resources:

Next, create software interface credentials in Netvisor according to the Creating software interface credentials guide and send the created credentials (user identifier and key) by email to Netvisor's customer support at: [email protected]

Rackbeat: creating API keys

Create an API key in Rackbeat from the top right corner under the user's name >

In the Company basic information and settings view, from the left side under the Developer heading "API - new key". 

NOTE! The key is shown only once, so it must be copied immediately for safekeeping. 

It is advisable to name the key, for example, with the name Netvisor

After this, contact Netvisor's customer support at: [email protected] and request further instructions for delivering the credentials and implementing Rackbeat. 
  1. Also specify which registers are transferred from Netvisor to Rackbeat (customers, products, and suppliers)
  2. Specify whether the integration should be activated immediately or later. If the integration is activated later, specify when. If the integration is activated, events and new registers created in Rackbeat will start transferring to Netvisor.


Keywords: Rackbeat integration, implementation, initial synchronization, API key


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