How to Configure the Northsight Management Auto Import

Please follow the steps below to set up the Northsight import

Important NOTE: Be sure to set up Northsight as a 'Client Company' first - Click HERE for instructions

Locating your Northsight Vendor ID Key

First, we need to copy the External API Key from Northsight Management, to do this: 

1. Log in to your Northsight account, HERE Is a link to the login page
2. On the right-hand side under "My Open Work Orders" you will see an "External API Key"
3. Select this API key by double-clicking on it and copying it. 
   

Setting up the import in PPW

Once we have this API key copied, come back to PPW and follow these instructions on how to set up the import!

1. Hover over the Admin tab
2. Select the General option
3. Select Auto Import - Work Orders under the Application Options
   
   
4. Press Setup New Import
5. Choose the option of "Northsight" in the "Import From" dropdown menu
6. Select the client company you want to utilize for these orders in the Client Company drop-down menu
7. Where it says "Northsight VendorID Key" paste the key we copied from the above section
   The following options (8-15) are optional and do not need to be set
8. Alert Email - If an email address is entered here you will receive an email when orders are ready to be imported or if there is an error with the import itself
9. Friendly Name - This is another way for you to reference this import, and this will only display on the import queue screen
10. Skip Comments - If this option is set to yes, then any comments present on the order in the client's system will NOT import, if this option is set to no then any comments present on the order in the client's system will import into PPW
11. Skip Line Items - If this option is set to yes, then any line items present on the order in the client's system will NOT import, if this option is set to no then any line items present on the order in the client's system will import into PPW
12. Set Category - If you set a category here, then when orders import they will import with this category associated with the order
13. State Filter - If a state is selected here, only orders for that state will be imported into PPW
14. Choose whether or not you want PCR forms to be imported from Northsight, there are 3 options you can choose from:
    1. Do not attach Forms. - If the work order in Northsight does have a PCR form associated with it, the form will not be imported into PPW
    2. Attach Forms. DO NOT set as required - If the work order in Northsight does have a PCR form associated with it, the form will be imported into PPW, but it will not be required for the form to be filled out before marking the order as Ready For Office
    3. Attach Forms. Set as required- If the work order in Northsight does have a PCR form associated with it, the form will be imported into PPW, and the form will have to be filled out before the order can be marked as Ready For Office
15. Discount % for this Import - If a discount percentage is entered here, then any orders imported through this import will have this discount percentage present on the invoice page
16. Set the "Active" option to "Yes" 
17. Click the "Save" button
    

Important NOTE - There is a way to hit the 'Send Results' button and relay all photos directly back to the Northsight.my.site.com platform; however, there is a $.25 charge for each work order you Send Results from PPW.  Simply downloading the photos manually and uploading them yourself to the Northsight order does not result in additional charges.