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Integrating Print Audit with PrintReleaf

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

Requirements

To use the PrintReleaf/Print Audit integration, you must request a specific API endpoint to be configured against your Print Audit database for the PrintReleaf integration. This gives PrintReleaf limited, read-only access to your data. You can make this request in the Print Audit support portal. Print Audit will provide you with the credentials below necessary to register your Print Audit server in PrintReleaf.

Part I: Create a Print Audit server in PrintReleaf

  1. Navigate to Integrations from the main menu. Locate the Print Audit tile, click +Add Server.

    Print Audit_P1_Step 1

  2. Server has been successfully created.


     

  3. These credentials from PrintReleaf will be used in Part II to configure the schedule report in Print Audit.

If you want to add several customers at once, please email us at support@printreleaf.com to let us know your server is set up. We will prepare a list of your Print Audit customers and send it to you in a spreadsheet. From there, you'll identify which customers you'd like to add to PrintReleaf, send that list back to us, and we'll create the accounts and complete the integrations on your behalf.

If you've already completed your initial setup and are looking to add customers one at a time, continue to Parts II & III below.

 

Part II: Configure your Print Audit server to sync data to PrintReleaf

This will configure a daily report to be sent from your Print Audit server to PrintReleaf

  1. Log in to your Print Audit dealer portal with Administrative Rights

  2. Navigate to Reporting > Data Exports

  3. Select Device Inventory (XML)

  4. Click Proceed to Next Step

    PA part2-1-4

  5. Select Report by Dealer

  6. Select Customer: [All]

  7. Select Managed/unmanaged: Managed only

  8. Select Report Date: Current

  9. Click Proceed to Next StepPA part2-5-9

  10. Enter PrintReleaf Data Sync for the Report Title field

  11. Click Proceed to Next Step

    PA part2-10-11

  12. Select Deliver this report immediately

  13. Select Schedule this report for future delivery

  14. Select Deliver Via: Web Service

  15. Select Generate this report daily at 12:00 AM

  16. Configure the URL, Web Service Username, and Web Service Password fields using the Web Service Settings from Part 1: Step 5 of this guide

  17. Click Generate Report

    PA part2-12-17

 

Part III: Record Customer ID in Print Audit

  1. Log in to your Print Audit dealer portal with Administrative Rights

  2. Navigate to Administration > Customers

  3. Locate and Open the account you wish to connect to PrintReleaf

     

    PA part3-1-3 

Record the ID from the URL line at the top as you will need the ID # to complete the configuration for this account

 

PA part3-4

 

Part IV: Create a Customer Account in PrintReleaf

  1. Navigate to Accounts from the main menu and click +Add an Account.

  2. Provide a Name for the account.

  3. Account has been successfully created.

     

     

Part V: Create a Print Audit feed in PrintReleaf

  1. On the Account overview screen, scroll down to the Data Feeds section. In the Print Audit tile, click +Add.

  2. Input the Print Audit Customer ID, and click Create Feed.

  3. Feed has been successfully created.

     

What happens next? All Print Audit data syncs over within 24-48 hours of establishing the integration feeds. 

Volume updates occur every 24hrs.

If you run into any issues or have questions, please contact support@printreleaf.com for help.