MyOrderDesk Integration: Midnight MIS Follow
In this article, we will be covering how to link a Midnight account to your MyOrderDesk website. This allows job data to pass from MyOrderDesk into Midnight for more in-depth management.
Step 1. Using the MyOrderDesk Administration Menu navigate to Services > Midnight.
Step 2. Enter your Midnight account information into the corresponding fields. In Midnight, either need to create a new customer for "MyOrderDesk Orders" ( or something similar ), then assign that Customer ID to the Customer ID field, or if this is a branded site you can enter a specific customer. This will default all Jobs sent from that MyOrderDesk site to be listed under that customer.
The next steps will show you how to locate the Service ID's, API token, and Customer ID in Midnight.
Step 3a. To locate your API Token use the Admin Menu in Midnight and go to Company Settings. The Site Token field is the API Token.
Step 3b. To locate your Customer ID click on the CRM tab in Midnight, then click on the MyOrderDesk Customer you created. The Customer ID is at the end of the URL.
Step 3c: Here you will be adding your Standard Services as well as your Print Product Templates and WF Product Templates. If you want the job specifications automatically filled out you will be required to use both Standard Services and Product Templates. Your standard service needs to have an action to launch the appropriate print calculator when used with templates.
To locate service ID's use the Admin drop-down menu in Midnight and click Services > Standard Services. In the second column, the Service IDs are listed. Add the desired Service ID in MyOrderDesk. If you believe some orders will not be submitting to Midnight do NOT use a default service ID.
To locate Print Product Template and WF product Templates use the Admin drop-down menu in Midnight and click Print > Print/WF product Templates. Add the desired Product Type ID in MyOrderDesk to your order form in a field and map that value to your Project Type ID cart setting. When using WF Product Templates add WF to your template number, like "WF6"
When integrating MyOrderDesk DocMart Items there are a few things to keep in mind that differs from other types of Order Forms. If you are intending to integrating this with Inventory take a look at this article before moving further: Click Here to Continue
This is the section where you will be mapping the data above when using templates. This is located in your cart settings for that order form.
Step 3d: Setting up Mapping for Midnight PO Number
In MOD you would create the payment method for the PO Number. It can be a pulldown menu or text field. Screenshot: This is the information that will pull into Midnight PO Number Field
Then specify in MOD Admin > Services > Midnight what custom field to map to the Midnight PO field.
When you are done setting up your Payment Method, don't forget to turn it ON in Tools > Users & Groups.
When you complete the Order MOD will pass to Midnight PO Number Field.
Step 5: The Integration Testing area will allow you to test the connection. Enter an existing Job ID from the Job History page, and click New Order.
6. Inside of Midnight click on the Orders tab, the order you submitted should appear at the top of the list. Click on the order number or the Project name to view the details of the order.
Step 7. You can find various details about the order within this tab. The Details tab will open a window with more detailed information on the selected item.
Step 7d. The Details window will display information about that selected item, from here you can edit the Item and Service Description of the Item as well as adjust the tax.
Step 7e (optional). Use the Customer drop-down menu to assign the Order to the proper customer if you are using a generic Myorderdesk Customer rather than a specific customer.