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Managing Clients and Integrations

The Clients / Integrations menu has 3 pages in it.  Configure, Client Portal Manager, and Client Portal Summary.  The Configure page is where you set up integrations to companies like PPW and MCS and is only accessible by Admin users.  This article will go over the Configure page.  The Client Portal Manager is used to manage what projects you're sharing.  The Client Portal Summary is for clients that receive project shares to track those projects.

Client / Integration Configure Overview

The main table shows your current Clients and Integrations list, and has the following fields:

  • Client Name:  The long name you have provided for the Client or Integration (optional)
  • Client Code:  This is a short code that is attached to incoming project numbers, and identifies which client or integration a project is associated with
  • Publish To:  Click the arrow icon to add an email address or Pruvan username to give Client Portal access for all projects published to this client or integration
  • Client / Integration Type:  Which service the integration is set up with
  • Last Refreshed:  Date and time of the last import
  • Last Error:  If the status is Error, then this will show the last error message received
  • Status:  
    • idle - The integration is not doing anything
    • pending - The integration is queued for import
    • running - The integration is currently running and import
    • error - The integration has encountered an error
  • Action:  The Refresh button

Integrations

Each integration is tailored to the system that we're integrated to.  Because of that each integration has it's own fields and options available in the set up window.  There are guides written up in the Integration category of the Pruvan Support Center for each integration that we have which go over, how that integration works, as well as what options are available and how they work for Pruvan and for the other system.  Normally you will need to have an account with the system you want Pruvan to integration with, and credentials to access that system.  Not all integrations use the same credentials you use for their portal with the integration, please check the documentation specific to the integration you want to set up to see what information you need to set up the integration.

Integration Types

There are 2 types of integrations to Pruvan, internal and external.  The type of integration defines how the integration is intended to work and also what kind of control the other system has over the projects once they've been imported in to Pruvan.  For more information on integration types see this article:

General Configuration Options

There are a few options that are generally available for (most of) our integrations.  Those options will also be listed under the guide specific to each integration and specifically documented on an article in the section of the Pruvan Support Center.  They are:

Importing Projects

All of our integrations work by importing projects in from the other system to Pruvan.  For some this is done automatically, however for most you must manually refresh your integration.  Normally refreshing an integration only imports new or recently changed projects.  There may be times though that the 2 systems become out of sync and because of that there is also the option to complete a Full Import.  This will import all of your available projects from the other system and delete any projects in Pruvan, with that client code, that are not part of the import.  Completing a Full Import is also useful as a periodic measure to clean up completed projects as most integrations do not automatically close projects in Pruvan.  See the following articles for steps on how to Refresh and Full Import:

Create an Integration

Follow the steps in the following article to create a new Integration:

Edit an Integration

To edit, or change the settings, of an integration follow these steps:

  1. Log in to Pruvan Online
  2. Click the Client / Integration menu
  3. Select Configure
  4. Locate the Integration you wish to edit
  5. Select the integration
  6. Click Edit
  7. Make the desired changes
  8. Click Validate
    • WARNING:  If you have passwords saved in your browser, then your browser may change the password listed in this window, when you open it, without your knowledge.  Always use the Validate button to make sure your password is still correct before saving.
  9. Click Save

  

Delete an Integration

  1. Log in to Pruvan Online
  2. Click the Client / Integration menu
  3. Select Configure
  4. Locate the Integration you wish to edit
  5. Select the integration
  6. Click Delete

Clients

Setting up a Client gives that person, or group, access to all of the published items, from any projects that are created with their client code, in the Client Portal.  All clients will have an integration type of Client Portal.  For more information on Clients and the Client Portal, please see the Client Portal Section under Pruvan Online in the Pruvan Support Center.

 

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