Content Management Solution Quick Setup is only one of Pepperi's Quick Setup connectors, allowing you to simply integrate to external systems using a quick setup configuration interface in the back office.

The Content Management Solution allows you to manage and share secure content to Pepperi users. All of your content can be managed by a "Content Manager / Brand Manager", responsible for simply placing the right assets in the right folders, and the content will be displayed to the right users in the right context within the Pepperi app.

Contact your Pepperi Customer Success Manager to get pricing and enable this connector.

 

Use cases

Installation

Configuration

Resources

Examples

1. PDF Invoice file per Sales Order
2. Video file per Item

Assign Content by Pepperi Profile

Logs

Use cases

Share ...

• Marketing material with your sales team -  videos, brochures, case studies, or promotion sheets.
• Financial documents with your customers (per Account) - Invoices/Returns
• Operational material with Merchandisers - such as Planograms
• Product media with your buyers - images, PDFs, videos, etc.

The connector includes storage on Pepperi's FTP Site (up to 10GB with additional storage available at a fee). You can use your own FTP/SFTP site if required.

Manage content in folders on the FTP site and make it available via dynamic links within the context of Pepperi Profiles, Catalogs, Items, Transactions, and Accounts.

• Provide a link in the Account Info page to a folder of Account documents, specific for each Account by Account ID.
• Provide a link in the Item info page to assets such as PDF catalogs, videos, information sheets, promotional info by Item Code, or Item Category/Type
• Link on Buyer's home screen in Pepperi B2B eCommerce app to Account specific documents
• Button on Rep's home screen to a Marketing Material folder

 

Installation

Go to Settings -> iPaaS -> Quick Setup

Click "Install" on the Content Management Solution

Configuration

Click "Launch"

Resources

The configuration is based on Resources (Transactions, Activities, Accounts, Items, Catalogs) that you configure for each type of document that you want to make available. 

In each resource you configure, you will define a link field and a file/folder name mapping field.

You can configure as many resources as you need:

Create the following custom fields in your resources:

• A custom field of type "Link" that will be updated automatically with the link to the specific document/folder
• You may also need a custom field of type "Single Line Text" with the value of the file or folder name" that will be used to map the filename to the resource.
  • In some cases you may use an existing field to map the filename, such as:
    • Transaction ExternalID - a PDF file of the invoice for a specific Transaction will be named <TransactionExternalID>.pdf ie "70078965.pdf"
    • Account ExternalID - a folder of documents relevant to this customer will be named <AccountExternalID> ie "300762"
  • In some cases you will need to create a custom field to map the filename, this will typically be for Item or Catalog related files. For example:
    • A file for a specific category of items.
      • A pdf file named "Wines.pdf", for all the wines category items - upload the value "Wines" in your Items configuration for all wine items.
      • Or a video file named "Boutique Wineries.mp4" for all the boutique winery items - upload the value "Boutique Wineries" for all the boutique winery items.

A quick setup task runs in the iPaaS that sets the value of the Link field with the link to the FTP file or folder indicated in the file name field.

You can define multiple configurations for each type of link to content you need to generate. 

Each configuration is for a different Resource.

Create configurations by the user profiles that you will display them to. For example a folder for Buyers to view their documents, or a folder for Reps to view marketing material.

Schedule the quick setup to run on the schedule that you require links to content to be updated. This depends on how often you plan to update and add content to the FTP site.

Examples

1. Configuration of a PDF Invoice file per Sales Order

 

Resource Type - Transaction Sub type - Sales Order Link Field - create this Transaction header custom field in the Sales Order that will store the link to the files on FTP (this field will be automatically updated by the quick setup) File Name Field - the field in the Sales Order used to map to the file name, in this example it is the ExternalID of the Sales Order because the filename of the PDF  Invoice is the ExternalID - ie "70078965.pdf" Enable Link TTL / TTL Hours  - you can expire the link that is generated to the file/folder for security reasons (such as sensitivel inks to financial documents). If enabled, make sure to schedule the link field refresh accordingly - so that links are refreshed before they expire. Save

 

FTP Configuration

Connection settings for the FTP connection to the Pepperi FTP server or your own (if you are using your own). Note, this connector comes with access to Pepperi's FTP (with 10GB space, plus more available at a fee).

 

Configuration Level Client Settings - FTP connection info will be the same for all of the Resource types defined in the section above. Typically you will store all your files on the same FTP site, so you will use "Client Settings". Task Settings - FTP connection info is specific to the Resource type above (in case you have multiple FTP sources). FTP Address, Port, Username, Password, Timeout - the standard FTP access information Folder Path - the path to the location of the files (starting from root). You can click the small folder icon which will make a request to the FTP server to show a tree of the folder locations which you may select from.

 

Schedule Link Field Refresh

Set how often the task should run to refresh the values of the link fields in all of your resources.

Note: if you have enabled link TTL in the FTP configuration above, make sure you schedule the refresh to run before the link expires.

Run now - You can set Use Scheduler to "No" and click "Run Now" to run it manually a few times for testing before enabling automation.

Once you are ready for automation toggle Use Scheduler.

 

2. Configuration of a Video file for each Item

Resource Type - Items Sub type - not required for Items Link Field - create this Item custom field that will store the link to the files on FTP (this field will be automatically updated by the quick setup) File Name Field - the Item field used to map to the file name, in this example it is TSAVideoSample. Load a value of the video file name, without the extension, for each Item in your integration, ie "Wine Video", "Boutique Video". Save

 

The FTP Configuration and the Schedule Link Field Refresh configuration is the same as in the example above.

 

Assign Content by Pepperi Profile

After configuration of your resource type, add the link fields to the Pepperi views configuration by profile.

For Items -

Add the link field to the Item Information Page in a "Product Attachments" section:

 

For Accounts -

Add the link field to the Account information page

 

The link will open a folder of Account specific invoices:

 

 

For Transactions -

Add the link field to an Activity list

 

Clicking on each Invoice link will open the relevant invoice on the FTP site for viewing:

 

Logs

View the logs of the quick setup task (that is scheduled to update the link fields).

A log entry is added each time the quick setup task is run, wether it was manual or triggered by the scheduler.

Select the columns you would like to see in the log. 

 

Filter each column of the log as needed: