Connect: Tharstern - Mapping products
SW

Sam Webster

Created Feb 22, 2023

Connect: Tharstern - Mapping products

In this tutorial, we will learn how to map products between Infigo and Tharstern using the Connect:Tharstern plugin.

This functions using the following process:

  • Infigo retrieves a sample estimate request from Tharstern with default values provided and transferred via JSON file.

  • Using the UI or advanced configuration settings seen in this tutorial, we overwrite certain parts of that estimate then return it to Tharstern.

24
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Infigosoftware

13 Steps
1

Navigate to the Product Management screen

Navigate to the Product Management screen
2

Click the '+' icon next to a product to reveal the product variant details

Click the '+' icon next to a product to reveal the product variant details
3

Click on Connect Link

Wherever a green Connect Link button is seen, we are able to configure a connection to a connected system, in this case Tharstern.

We will see the Connect Link button in multiple locations throughout Infigo.

This instance of the Connect Link button allows us to configure a mapping between Infigo and Tharstern for an individual product.

Click on Connect Link
4

A pop up will be displayed with the connect settings for this Product Variant

A pop up will be displayed with the connect settings for this Product Variant
5

Begin typing the name of your product then select it from the filtered list of products

Begin typing the name of your product then select it from the filtered list of products
6

Select whether you wish to use Tharstern estimate pricing

Select whether you wish to use Tharstern estimate pricing
7

Click Save External Reference

This will pull through the parts and processes for this product from Tharstern.

Click Save External Reference
8

Select the parts and processes you wish to use for this product

Select the parts and processes you wish to use for this product
9

Select the parts and processes you wish to use for this product

Select the parts and processes you wish to use for this product
10

Click Toggle Advanced Configuration to reveal additional configuration settings

NOTE: It is highly recommended to complete configuring the process and part settings prior to modifying the advanced configuration settings.

Changing any of the process or part settings discussed in previous steps will refresh the JSON script, so any manual changes made will be lost.

Click Toggle Advanced Configuration to reveal additional configuration settings
11

View or amend the estimate request mapping

The estimate request mapping displayed here has been generated from the part and process options in the previous steps.

These are configurable, meaning that if any additional mapping is required, the user can make further changes.

View or amend the estimate request mapping
12

Product Type JSON

Debugging information retrieved straight from the Tharstern system.

Product Type JSON
13

Click on Save External Reference

Click on Save External Reference
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