Connect: Tharstern - Connecting the Infigo and Tharstern systems
SW

Sam Webster

Created Feb 20, 2023

Connect: Tharstern - Connecting the Infigo and Tharstern systems

In this tutorial, we will learn how to connect our Infigo and Tharstern systems using the Connect:Tharstern integration plugin.

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Infigosoftware

16 Steps
1

Type "connect" in to the Infigo search bar

If "Connect Settings" and "Connect Plugins" are not available, please contact Infigo Support who will need to activate these on your system.

Type "connect" in to the Infigo search bar
2

Once available, click on Connect Settings

Once available, click on Connect Settings
3

Check Connect: Tharstern

All of your available plugins will be shown on this screen. Select the Tharstern plugin and save your settings.

Check Connect: Tharstern
4

Select whether the Tharstern plugin is to handle pricing

This setting allows the retrieval of price from the Tharstern estimates.

This is set on a storefront by storefront basis.

Select whether the Tharstern plugin is to handle pricing
5

Select whether the Tharstern plugin is to handle stock

This setting allows the retrieval of stock levels from Tharstern rather than using the Infigo stock level.

When Infigo tries to place an order in Tharstern, we first check whether the stock meets the minimum order requirement set in Infigo.

This is set on a storefront by storefront basis.

Select whether the Tharstern plugin is to handle stock
6

Click on Save

Click on Save
7

Navigate to the Connect Plugins screen

Navigate to the Connect Plugins screen
8

Click Configure on the Tharstern row

Click Configure on the Tharstern row
9

Enter your account and API information

This is an important step!

Our outgoing IP addresses need to be accessible to the server your Tharstern installation is located on. If your IT team doesn't restrict access then there should be no actions to take. However, if your security policy means the below IP addresses can't currently be accessed then they will require whitelisting:

 

35.177.47.232 (UK & Europe)

3.9.143.80 (UK & Europe)

 

35.177.47.232 (USA & Canada)

3.9.143.80 (USA & Canada)

              

API URL endpoint – This is the Tharstern API endpoint which our API will communicate with - this is a task for your internal IT team, however if they require clarification on this point, please contact Tharstern support. If there is a specific port required for this connection, you will need to ensure that our IP addresses (listed above) have access to this port.

 

Email address – This, along with the password, will be used to authenticate access to the API through the endpoint.

 

Password – As above, this will be used to authenticate access to the API.

Enter your account and API information
10

Enter an Application ID

This will be a unique identifier for the storefront. This can be a random value or something relevant, such as INFTHAR01. We use it to generate the authentication token for Tharstern, and so it simply needs to be unique for each storefront.

Enter an Application ID
11

Enter a Storefront Customer Code

Storefront Customer Code – This may be different for each one of your storefronts and will be used to retrieve product information from your Tharstern system. When we interact with products from your Tharstern system, this customer code must have access to all the products you intend to use as the system will only return products which this customer has access to.

 

A note on terminology: An Infigo "Department" manages a grouped set of users, such as those representing one particular company. An Infigo "Customer" is an individual user of a storefront.

Therstern's terminology is slightly different, with a Tharstern "Customer" relating to a group of users, such as those representing one company.

 

The Storefront Customer Code will serve as the Customer Code of the default (Tharstern) customer to use for creating estimates and sending orders, however it is possible to assign customer codes at a department level, allowing more granular control over which Infigo orders turn into Tharstern orders.

Enter a Storefront Customer Code
12

Cache Refresh Interval

This is the interval at which the cache will be cleared and we will request updated prices, stock values, products etc. from Tharstern. This is measured in minutes and the default value is 1440 (every 24hrs).

We recommend leaving this at the default 1440.

When we collect information from the Tharstern system we pull the API and gather all of the product information and store it within our cache.

This means we do not need to constantly uphold the API to ensure we have relevant product information within our system which can be mapped.

The refresh interval is the time between refresh of this cached data.

Cache Refresh Interval
13

Click on Save

Click on Save
14

Click on (Back to plugin list)

Click on (Back to plugin list)
15

Click on Check Connection to confirm whether the connection has successfully been made

Click on Check Connection to confirm whether the connection has successfully been made
16

A green (success) or red (failure) message will appear with additional information

If the link fails, you should first re-check the input credentials.

Another potential issue is the required IPs have not been whitelisted. Please see the instructions on step 10 to review this.

A green (success) or red (failure) message will appear with additional information
Well done!
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