Inktavo Integration: InkSoft Online Stores <> Printavo

 

In this article, we will cover the following:

• Walkthrough Video
• How to connect your InkSoft and Printavo Accounts
• Sharing Stores
• Storefronts
• Order Manager

• Storefront Settings

• Adding to an invoice

• Purchasing Status

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Walkthrough Video

 

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How to connect your InkSoft and Printavo Accounts

Note: Both plans must be on the highest tier to connect properly: InkSoft Unlimited & Printavo Premium

1. In InkSoft navigate to ‘Inktavo Accounts’ from the profile icon in the left navigation
2. Enter in your Printavo username and password
3. Confirm the account on the popup
4. See a confirmation / connected screen
   1. You can only connect one InkSoft account to one Printavo account. You cannot connect multiple InkSoft accounts to a single Printavo account
   2. If you enter your credentials for a Printavo account that’s not on the right plan, we throw you an error.

 

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Sharing Stores

Once connected, you’ll want to navigate to your Stores list in InkSoft and enable which stores you want to ‘Share’ orders for.

1. 1. In InkSoft navigate to ‘Stores' from the primary navigation
   2. To share all Store orders with Printavo, flip the toggle in the top right-hand corner of the screen

   3. To share all orders from one or more specific stores, select the three-dot menu to the right of the store, and select "Share Orders with Printavo"

       

 

 

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Printavo Storefronts

• Printavo Storefronts is the new section where both Merch and InkSoft Stores will live. Storefronts will also replace the previous "Merch Stores" tab on the sidebar whether your account has the integration enabled or not.
• InkSoft Stores will show a dashboard with some high-level info on shared orders, it will show all the Stores you’ve shared, and you’ll be able to search here. 
• Clicking on a Store will allow you to see all of the shared orders from InkSoft (the default is showing NEW orders that have not been assigned to a Printavo invoice yet). 

 

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Order Manager

• Once the integration is enabled and you have Stores enabled as well, you’ll see in the InkSoft Order Manager that New orders show a ‘P’ logo and a status called ‘In Printavo’
  • Orders in Pending Approval will not show in Printavo until approved
  • Orders in the “In Printavo” status will still be fully editable in InkSoft (we do not limit certain capabilities until the Order is assigned to an Invoice in Printavo)
• Orders that originate from a Store, a Proposal, or an Embedded designer, will all be eligible for sharing to Printavo.

 

Storefront Settings

When clicking on the Settings button inside of Storefronts, there are two tabs that will allow you to control settings for both Printavo Merch Stores and Inksoft Stores so you won't need to jump back and forth between both programs to change any settings.

 

 

 

Adding to an Invoice

When adding InkSoft orders to Printavo, you can select an existing invoice to add an Inksoft order to. There is a search bar to look for invoices which will be organized in order of most recently created. Please note that only invoices with orders from the same InkSoft store will be listed.

 

Purchasing Status

In the screenshot below, you can see that under the line item group, a purchasing status is displayed which will show a Printavo purchasing status if that workflow is used. However, if your shop uses Purchasing Status' within InkSoft, then that purchasing status will be used. Also note that if you use both, the InkSoft purchasing status will supersede the Printavo purchasing status.