Integrating EKM Insight with PrintReleaf

Requirements

To use the PrintReleaf/EKM Insight integration, you'll need to request that EKM configure an API endpoint against your EKM Insight database. This gives PrintReleaf limited, read-only access to your data.

Adding Customers Individually

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 to EKM (Dealer). EKM will use the Account IDs 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.