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Paradigm Vendo Integration Setup Guide

Shane Wright
  • Updated

The following Article covers the steps to setup Vendo integration with improveit 360 for Lightning users and explains the functionality. Note: This is a Paid Integration with a one-time Setup fee of $1,000. A portion of the Setup must be completed by improveit 360's team. 

 

Summary:

improveit360 and Paradigm Vendo's integration allows our users to push Sales Appointments directly into Paradigm Vendo's estimating tool. This differs from our other estimating tool integrations in that as soon as a Sales Appointment's created with an appointment date/time and Sales Rep, data get sent immediately, in real-time to Vendo. (Other Vendors pull the information via API) The following data is sent to Vendo, creating a contact and appointment: 

  • Contact Id
  • First Name
  • Last Name
  • Phone
  • Mobile Phone
  • Other Phone
  • Fax
  • Email
  • Sales Appointment Id
  • Duration
  • Appointment Date/Time
  • Street Address
  • City
  • State
  • Zip
  • Territory
  • Country
  • Sales Rep Email
  • Sales Opportunities Id
  • Product Category
  • Comments

Once the Appointment has been resulted, Vendo will push back into improveit 360:

(Sales Opportunities Result/Result Detail and Sales Appointment Status/Status Detail are pulled into Vendo during Vendo's setup and onboarding)

  • Sales Opportunities Result/Result Detail
  • Sales Appointment Status/Status Detail
  • Attachment - "Inspection Report" aka Estimate Proposal
    • The Estimate proposal will be created as a File in the related list of the Sales Appointment. 

 

Integration and Setup

Edit Sales Appointment Page Layout and Field Tracking:

  1. Page Layout add the following fields:
    • "Vendo Sent On"
    • "Vendo Errors"
  2. Set Field History Tracking on the following field:
    • Vendo Sent On

Custom Settings:

When any Vendo's Appointment's Sales Opportunity is resulted as "Sold", a Sale record will be created for the Sales Appointment in i360. If you wish to not create a sale on a resulted Sales Opportunity/Sales Appointment, you can uncheck the box called, "Vendo Sale Creation".

  • Setup>Custom Settings>Integration Settings>Manage

**No Sale Item is created, only the Sale

 

Functionality:

Sales Appointments are initially sent to Vendo when the following conditions are met:

  1. "Vendo Sent On" date is BLANK and
  2. "Sales Rep 1" is NOT BLANK
  3. Sales Rep's email on the Staff Object needs to match the Team record in Vendo.

If there is an error (check the "Vendo Error" field and error message), fix errors and update.

If you need to edit a Sales Appointment that has already been sent to Vendo ("Vendo Sent On" date is NOT BLANK), you can delete the date value, update the Sales Rep or Appointment Date/Time, Save and it will update the existing Appointment in Vendo.

It is recommended that if you need to cancel a Sales Appointment, result the Appointment in Vendo as such. (Vendo Integration V2 will handle canceling in i360 and send to Vendo in the near future). If a Sales Appointment has been resulted at any time, please do NOT un-result or update, a new Sales Appointment should be created.

 

 

1. External Client App

In Setup, search for App Manager

 

 

Click New External Client App

 

Fill out required fields in "Basic Information" section

Under the API section, enable the setting Enable OAuth Settings

 

In the Callback URL field, enter in the "Current My Domain URL" (Setup>My Domain>copy the value from the "Current My Domain URL" field and add "https://" before the Domain Name)

The final value will look like this: 

https://yourcompanyname.my.salesforce.com

In Selected OAuth Scopes, select the following options

  •  
    • "Manage user data via APIs (api)"
    • "Perform requests at any time (refresh_token, offline_access)"

Uncheck Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows

Click Create

Click Edit Settings and navigate to the Setting tab

 

Note: You will be notified via email for a verification. Once the verification code is added:

Copy Consumer Key and Consumer Secret into a note. These keys will be used during the Authentication Process outlined in the next section. 

2. Relax IP Restrictions for the External Client App

Next, go to the Policies tab click Edit, scroll down to "App Authorization"

Change IP Restrictions from "Enforce IP Restrictions" to "Relax IP Restrictions"

Make sure you wait at least 10 minutes before testing

 

3. Enable OAuth Username-Password Flows

In Setup, navigate > External Client App Manager and go to the Policies tab again

Check the Enable Client Credentials Flow under Flow Enablement, Save

4. Create a Permission Set for the Apex Class Access and Apply to Users

In Setup, navigate to Users > Permission Sets

Check for the Vendo Permission Set. If one exists, click Clone to make an editable Copy. 

If it does not exist, create a new Permission Set by clicking the New button

Name it Vendo

Next, in the “Apps” section, select Apex Class Access

Then click Edit

In the Available Apex Classes, select the following Classes and add them to the Enabled Apex Classes

Save your changes. 

Next, go to the Object Settings menu for the Permission Set.

Go to the Sales Appointment Object and be sure the following Fields have Read AND Edit Access:

  • Country (Read/Edit)
  • Vendo Sent On (Read/Edit)
  • Vendo Errors (Read/Edit)

Next, you will assign this Permission Set to all the Users who plan to use Vendo and need to send data from Vendo back into improveit 360. 

Click Manage Assignments

Choose the Active Users list view and select the Users who need access to the Vendo integration, then click Next.

Choose No Expiration and then click Assign

5. Named Credentials

In Setup, navigate to Named Credentials. In the Named Credentials "tab", click edit next to Vendo, 

Update the URL, with https://api.paradigmvendo.com and Save.

On the same page, go to the "tab" called "External Credentials" and click the label, Vendo. 

Under Principals, on the right side, select the Actions arrow and click Edit. This where you will need the API keys supplied by Vendo, then click Save. Example:

Username: 5f2k5yEd
Password: 3a03cace1973431c883f1ed931e39dAb

 

6. What you will need for Vendo:

  • Consumer Key 
  • Consumer Secret
  • My Domain URL (This is the URL we created earlier for the Callback URL)
  • Staff Email address is used for mapping the Vendo Assigned Office: 

 

Next, please contact improveit 360 to enable the Vendo integration in your system.

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