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Integrating EKM Insight with PrintReleaf

By following the steps outlined below, you'll be able to register your EKM Insight server in PrintReleaf, set up data synchronization, and connect a customer account.

Requirements

Before you can use the PrintReleaf + EKM Insight integration, you’ll need two things.

1. An API endpoint from EKM

Ask EKM to configure an API endpoint for your EKM Insight database. This gives PrintReleaf limited, read-only access to your data.

2. A reseller integration token in PrintReleaf

Create a reseller integration token for EKM in PrintReleaf:

  1. Click Integrations in the left menu.
  2. Click Tokens.
  3. Click + Generate.

Note: If you plan to add customers one at a time, creating this token is also the first step in EKM’s setup guide.

Adding Customers One at a Time

To add customers one at a time, download the PrintReleaf Integration Guide published by EKM and follow the steps outlined there.

Adding Customers in Bulk

To activate multiple customer accounts at once, follow the steps below. Each step notes who is responsible.

  1. Get your customer list (Dealer). Export a spreadsheet of the customers you want to add to PrintReleaf, or request one from EKM.
  2. Add user details (Dealer). In the spreadsheet, add columns for:
    • The full name and email of each user to be added to the customer's PrintReleaf account
    • The full name and email of any internal Sales Reps to be added at the Channel level
  3. Send the spreadsheet to PrintReleaf (Dealer). Email it to support@printreleaf.com.
  4. Create the accounts (PrintReleaf). We'll create an account for each customer under your Channel in the PrintReleaf Dashboard, add each customer's PrintReleaf Account ID to the spreadsheet, and send it back to you.
  5. Forward the updated spreadsheet and integration token to EKM (Dealer). EKM will use the Account IDs and reseller integration token to set up the EKM Insight/PrintReleaf integration for each customer.
  6. Invite customer users (PrintReleaf). Once print data has been uploaded, we'll add the customer users listed in your spreadsheet. They'll automatically receive an email invitation to their account, sent on behalf of either a specific Dealer Rep or your dealership.