Home > Integrations Support > Third Party Integrations > Tracknicity

Tracknicity

Tracknicity is a third-party software for managing your inventory. This integration offers customers the ability to export SI Projects and Purchase Orders to Tracknicity, eliminating double data entry and making it easier to manage your product inventory.

 

In order to use this integration, you must first set it up. You will need an active Tracknicity account to proceed.

Setup

 

  1. Contact api@d-toolshelp.com and request that the Tracknicity integration be activated for your account.
  2. In SI, go to Start->Control Panel, then open "Manage Integrations"

 

manage integration button.png

 

  1. Click the View API Key link and copy your key:

 

view api key.png

 

si api key.png

 

  1. Log in to your Tracknicity account.
  2. Click Company->D-Tools Integration:

 

company d-tools integration.png

 

  1. Paste your SI API key in the second field and click Save:

 

si key in tracknicity.png

 

  1. Copy your Tracknicity API key:

 

tracknicity api key.png

 

  1. In your SI Control Panel, under Integrations open Trackinicity settings:

 

trackinicity in control panel.png

 

  1. Click the "Enable Integration" checkbox, paste your Tracknicity API Key in the field and click Save Token:

 

tracknicity integration form.png

 

You'll see a confirmation message similar to the one below if all goes well:

 

confirmation.png

 

SI and Tracknicity are now configured to work together.

Exporting/Importing Projects

 

The way the integration with Tracknicity works is that you will export SI Project data and then import that data into Tracknicity.

 

  1. From the Project Explorer in SI select the Project(s) you wish to export and then click the Integrations tab, then the Export button:

 

export.png

 

Note: The Project(s) must be checked out to you in order to export.

 

  1. The Project(s) will either export automatically, or, if you are connected to more than one third-party integration, you will be prompted to choose where to export the Project. Tick the box next to Tracknicity and click Export.
  2. You will get a confirmation once the Project has been exported:

 

confirmation of export.png

 

  1. Log in to Tracknicity to work with the exported project.

Checking Inventory

 

In SI you can check the inventory levels in Tracknicity in your Catalog, Projects, and when adding items to a Purchase Order.

 

From the Catalog, select your Products and click the Integrations tab and then Check Inventory->Tracknicity:

 

check inventory catalog.png

 

From a Project, select your Products and click Tools tab and then Check Inventory->Tracknicity:

 

check inventory in project.png

 

This feature is also available when adding products to a Purchase Order:

 

check inventory purchase order.png

Last modified

Tags

This page has no custom tags.

Classifications

This page has no classifications.