Infigo Catalogue and Print IQ Single Product integration

IQ Product Setup for Infigo

Infigo & Print IQ Product Integration Brief Description


Infigo provides a web-to-print engine that integrates with IQ to create quotes and jobs inside of your IQ instance from "web orders" created on the Infigo website. 

The Infigo site has a product catalogue exposed to the web that customers can order from. The pricing and quantities are entered into by Infigo as static values (although you might use IQ to calculate the original amount). 

The Infigo catalogue can be connected to IQ, and as items are ordered on the web, they can be turned into live jobs on IQ dropping automatically into your production path. 

IQ Product Connection

IQ's products are created through in the single product creation, either as individual entries, or as a CSV upload. There is a one-to-one ration between the Infigo Product and the IQ Product. Each product on the website requires a product inside of IQ. 
IQ's product will have all the necessary production information so that once a job pushes into IQ as a "job bag" it has all the necessary components and instructions for the plant staff to create it. 

Step 1: Creating a Product Node in IQ

In order for your Infigo product to connect to IQ, it must be connected to an IQ product. The product must have a "tree node" for it to hang on. 

To build the product category - see the the article:  Manage Product Categories

You will need a unique item for each catalogue item you wish to link with Infigo. 
These will need to be PRODUCT TYPES when you are creating the product in the tree:


They are signified by the 3-Cube Product Icon: 

Remember - it is a one-to-one ratio. One IQ PRODUCT for each INFIGO CATALOGUE ITEM

Step 2: Creating the Single Product in IQ

Product Creation

When you come to create the product in IQ (once the node is created)  you have two choices:
1) Single Product Creation
2) CSV creation

Regardless of which method you choose, there are a couple of things you need to make sure you do to make the IQ product and the INFIGO product connect. 

Here are the session details:

Here are the settings you need to be concerned with:
  1. The Site must be set to the "MASTER FACTORY"  (THIS AFFECTS INFIGO)
  2. The Session Name is where you name the session so you can open it and edit it. It is suggested you use a name that you will recognize. It may be a good idea to use the Product Code. (DOES NOT AFFECT INFIGO)
  3. The Product Code is must the same as your EXTERNAL PRODUCT ID in INFIGO.  (THIS AFFECTS INFIGO)
  4. The Name is simply what you want the product called in IQ (DOES NOT AFFECT INFIGO) 
  5. The Description is the detail that will flow onto the docket. You can use the description from Infigo, but you could can also use a more "production" friendly description with information your production staff will need.  (DOES NOT AFFECT INFIGO) 
  6. The Tree Node is the node you created in step 1. Without a tree node, your product will be invisible, however, this (DOES NOT AFFECT INFIGO) 
  7. The Reference is for IQ only, and (DOES NOT AFFECT INFIGO) 
  8. The Group is for IQ only, and (DOES NOT AFFECT INFIGO) 
  9. The OWNED CUSTOMER GROUP is for IQ only, and (DOES NOT AFFECT INFIGO) but you might want to use it to limit this product to a certain customer group

*It may be advisable to have the Session Name, Product Code and Tree Node to all be the same to make sure there is no confusion - using Product Code in all places .

Once these are set, you need to ensure all the necessary Product Definitions, Section Controls and Job Controls are set for this product. These will drive the production, and what shows up on the job bag as tasks that require to be completed. 

Pricing Configuration

The last part of product creation that is imperative is the pricing at the bottom of the product creation:

In order for the Infigo integration to OVERRIDE pricing to your job (i.e. your setup honors the price displayed to customer at the Infigo storefront):
  1. The PRICE LIST must be set to the Wholesale Pricelist 
  2. The PRICING METHOD must be set to Percent Markup.
If you require live pricing feedback from PrintIQ to Infigo, you would set your Pricelist and Method as desired per IQ product, and then enable Infigo settings as outlined in their public documentation.



See this article to set up Single Products manually:  Single Product Creation

See this article to set up products through CSV: (article coming soon)

Step 3: Aligning the Shipping between IQ and Infigo

It is imperative that the shipping methods are aligned between IQ and Infigo. 
Infigo calls these areas "Shipping Methods" as can be seen in this example:

These need to be mapped to the IQ equivalent fields in IQ found under the ADMIN -> Freight -> Admin menu. 
In IQ they are called DELIVERY TYPES (not Delivery Methods)

These will need to be mapped inside INFIGO so that they match up the IQ codes Delivery Type with the Infigo Delivery Method.

Step 4: Overall Connection

Most of the heavy lifting here is conducted by your Super User. Most details relative to setting up infigo to connect to IQ can be found from this documentation article.  https://infigosoftware.zendesk.com/hc/en-us/articles/360047669051-PrintIQ.  

Step 5: Status Feedback to Infigo

 IQ can update the infigo order to shipped (once its shipped).  From you, I need to know infigo’s target URL that receives the status update, its usually in this format:  https://{{storefront}}/mishandler/3/Mis.PrintIQ/changestatus.  The documentation article should point out where to find this, when you are setting up the Connect, it will be called their “Webhook Link”

Once you have the connections set up it is suggested to run some tests just to compare how the order ends up generated in IQ, then troubleshoot as necessary.  Our specialists are familiar with just about every error Infigo passes at this point, this is usually based on all the different touch points and configurations that IQ has that just need minor tweaks. Feel free to reach out for help in this area. 














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