Setting up customers and machines to support FM Audit integration

Overview

In order to integrate FM Audit and Readysell, some setup of data in both Readysell and FM Audit is required to ensure that details in both systems are aligned and data can flow correctly from FM Audit into Readysell.

The level of integration you would like will dictate how much of the data must match. The below table is a rough guide to give you an indication of what is required.

Procedure

Setting up machines for FM Audit integration

This procedure is required for all levels of FM Audit integration to function. It involves placing the "Machine ID" from Readysell into the "ERP ID" field of the device in FM Audit.

1. In Readysell, navigate to Service > Machines
2. Copy the Machine ID from the machine you want to integrate
3. Log into FM Audit using your usual procedure

4. Find the device you want to edit and click Edit Device Details then enter the Machine ID from step 2 into the ERP ID field in FM Audit and click Save

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   Depending on your setup in FM Audit, a machine may need to have the Is Managed flag checked to ensure data is sent to Readysell.

Setting up meter types for FM Audit integration

See Setting up FM Audit integration

Setting up supply products for FM Audit integration

This procedure is required to enable supply products to be created and updated from FM Audit, which is necessary for toner tracking.

1. Log into FM Audit using your usual procedure
2. Find an example of a device that uses the supply you wish to set up

3. Click the View Details button, then expand Supplies and copy the Part # you wish to set up

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4. In Readysell, navigate to Inventory > Products
5. Find or create a product that represents this part model

6. Paste the contents you copied from the Part # field in step 3 into any of the following fields on the product in Readysell

   • Product ID
   • Model
   • Alternate ID
   • Supplier Product ID
7. Save the product

Setting up cards for FM Audit integration

Readysell can be set to automatically create new machines if they don't already exist. This procedure is required ensure that the customer card for these machines are correctly set upon creation.

1. Log into FM Audit using your usual procedure
2. Find the relevant account in FM Audit

3. Note/copy the number next to the "Account Name"

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4. In Readysell, navigate to Relationships > Cards
5. Click on the Settings tab
6. Click on the Customer Settings sub-tab

7. Click on the Web Integration sub-tab

8. Type/paste the Account Number from step 3 into the MPS Account ID field in Readysell.

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9. Save the card

Setting up machine products for FM Audit integration

Readysell can be set to automatically create new machines if they don't already exist. This procedure is required ensure that the "machine" products for these machines are correctly set upon creation.

1. Log into FM Audit using your usual procedure
2. Find an example of a device that uses the model of machine you wish to set up

3. Copy the contents Model field

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4. In Readysell, navigate to Inventory > Products
5. Find or create a product that represents this machine model

6. Paste the contents you copied from the Model field in step 3 into the Model field in Readysell

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7. Save the product

Troubleshooting

Check that messages are being received by Readysell

FM Audit periodically sends XML messages to Readysell. To check that they are being received:

1. Navigate to Relationships > Messages
2. Drop down the filter to "System Messages"
3. Filter the subject to messages with the subject of "ReceiveFmAuditMessage"

If there are no messages, check your FM Audit settings.

Check that messages are being interpreted as you'd expect

1. Navigate to Relationships > Messages
2. Drop down the filter to "System Messages"
3. Filter the subject to messages with the subject of "ReceiveFmAuditMessage"
4. Find the message you want to investigate (based on the XML details area)
5. Click the Mail Parser Log tab
6. Scroll through the messages to determine which details did not match

See also

• Setting up FM Audit integration