Video Actions

D-Tools and TRXio

Hansonr
over 3 years agoDecember 21, 2016
D-Tools Integration: Pushing an Order from D-Tools to TRXio 

Activating the D-tools system integration in TRXio:
1.	Go to the Settings tab. Choose Configuration. The Configuration window will open.
2.	Click on the Integration tab on the far right.
3.	Click the D-tools SI status to Yes.
4.	Click the Details button. The API field will appear.
5.	Paste the API key into the field. To get your API key from D-tools, please consult the D-tools SI Cloud API: User Guide document.

Importing a D-tools project that has all the inventory items in the project already in the TRXio system:
1.	Go to the Projects tab and choose D-tools from the bottom of the drop-down             menu. The D-tools Projects window will appear.
2.	If you want to view previously imported proposals, click the Show Imported button to Yes.
3.	Click the Import button next to the project you wish to import into TRXio.
4.	Make sure the Customer, Project Name, Requested Start, and Requested Finish information are correct.
5.	Choose the Grouping Level for the project. This will determine the number of orders that will be attached to the project.
6.	Click the Import button. The project will be imported. You will receive a message window telling you the project number and that it has been successfully imported.
7.	Click the View Project button to open the project in the Edit Project window.

Importing a D-tools project that has some inventory items in the project that are not yet in the TRXio system:
1.	Go to the Projects tab and choose D-tools from the bottom of the drop-down menu. The D-tools Projects window will appear.
2.	Click the Import button next to the project you wish to import into TRXio. The Missing Product Warning window will appear. It will tell you how many products for the project do not exist in TRXio.
3.	Click the Start button. The New Product window for the first item will appear. It will contain information for that item taken from the D-tools project.
4.	Make sure all the information for that product is correct. Change or add information as necessary.
a.	If the product exists in TRXio, but has a different name, you may click the Existing button to Yes and TRXio will open a window for you to search for the item in TRXio and link it to the D-tools version. This link will remain and TRXio will recognize further instances of this item in future D-tools proposals as the linked TRXio item.
b.	At this point you may also choose whether the item is a bulk item or not. If it is bulk, click the Bulk button to Yes, and then make sure to add the Bulk Qty and Packaging.
c.	If this is a first-time customer who has not yet been added to TRXio, click the + button next to the Customer field. The Add Customer window will appear with the customer information from D-tools already entered. Verify this information and edit as necessary, then click the Add button in the bottom right to add that customer to TRXio.
5.	Click the Add button. If any required fields have not been entered they will change to red, otherwise the product will be added and the New Product window for item #2 will appear.
6.	Repeat this process for each item that needs to be added for this project.
7.	Follow the instructions for adding a D-tools project that has all the inventory items in the project already in the TRXio system.
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