DCA Import Guide for Sherpa

DCA Import Guide

 

Import Meter Reads

Sherpa can interface with multiple meter discovery/tracking/DCA (Data Collection Agent) devices.  Of those DCA's, below are the most commonly used, and how to export from those devices. This can be done in the TCO tab under Import Meter Reads.

 

PrintFleet 

PrintFleet has either the direct connect option (V3) or .csv import option (Enterprise).  Depending on which version of PrintFleet you are using will determine which option you will choose.  Also, with the version 3 option, you will need to have your URL info entered in the Administration Control Panel in Sherpa and will also need to have your email and password used to access PrintFleet from the Sherpa TCO. Please see the Administration Control Panel: Third Party Tools Tab document for more information on setup.

PrintFleet V3 -

1. Choose PrinteFleet V3 from the dropdown and click Open.
2. Enter your Email Address and Password, click OK

   3. Choose the Groups and Region you want (if applicable), and enter a date range at the bottom of the page, and click           OK

  

PrintFleet Enterprise -

1. Log into your PrintFleet account on your PrintFleet web page
2. On the Settings menu, point to Device Management, and then click Import/Export.
3. Select a group from the Group list.
4. Select Export from the Method list.
5. In the Devices area, choose which devices you want included in the export by doing one or more of the following:

• Click Check All, to select all devices. This can be reversed by clicking Uncheck All
• Click to select the check box beside individual devices

6. Click Change Filters, and select appropriate settings to narrow down the number of devices displayed
7. Type in a name for the exported file in the File Name box
8. Select Compass from the File Format list
9. Choose a start and end date and time for the exported information in the Start and End fields
10. Click Export

FMAudit 

FMAudit also has either the direct connect option (FMAudit Central) or .csv import option (FMAudit).  Depending on what version of FMAudit you are using will determine which option you will choose.  Also, with the Central option, you will need to have your URL info entered in the Administration Control Panel in Sherpa and will also need to have your email and password used to access FMAudit from the Sherpa TCO. Please see the Administration Control Panel: Third Party Tools Tab document for more information on setup under the FMAudit(Printanista) API tab.

FMAudit.CSV File / Import/Export

1. Go to the Reports Menu
2. Choose Meter Report
3. Under Templates, choose the Compass option and click Generate

Once you have your .csv file saved to a destination on your desktop you can then go to the TCO tab in your Accounts screen. Go to Import Meter Reads and click the down arrow to choose your .csv file that you would like to import.

You would then click on the Open and browse to where your .csv file is saved that you want to import, it will then import your .csv file:

From here you can choose to “select all” or control click to choose what equipment you want to add into the TCO area. You can also choose the “Accounts Business Days” if your business is open 7 days a week, once you have made those choices, “Add Selected Models to TCO” it will then populate your Total volume, broken down by total, mono as well as color.  You will notice everything has now moved to the bottom of the screen.

Once you have done the above you can click “Transfer All Meter Reads to TCO List” and your equipment will now reflect in the TCO Tab of your Account.

FMAudit Central

This option will allow you to login to FMAudit through Sherpa and pull in information straight from the site. This requires some setup in the Administration Control Panel. Please see Administration Control Panel: Third Party Tools Tab document for more details under the FMAudit(Printanista) API tab.

1. Choose FMAudit Central from the Import Meter Reads dropdown and click Open.

2. Enter your Email Address and Password, click Login

3.  Double click on the account you want to bring in the data from

4. Enter in a date range and click on Get Audits.  You will see a list of dates that FMAudit scanned the network.  Choose the date(s) you want to bring in the meters for and click Select, or Close to go back.

Printanista

Printanista is a rename of FMAudit Central from version 4.5 and on. The biggest difference (other than the name) is authenticating to the API requires a key. This is in addition to the user’s username and password. A Printanista administrator will need to create and obtain the key from the Printanista interface. Please see Administration Control Panel: Third Party Tools Tab document for more details on setup.

1. Choose Printanista (FMAudit) from the Import Meter Reads dropdown and click Open.

2. Enter your Email Address and Password, click Login

3. The user will be prompted to choose a connection and enter their authentication credentials. The drop down list will only populate with connections that were given the Printanista v4.5+ version.

4. After the user authenticates successfully they will be shown a form that has all the accounts that user has access to.

5. The user can search the accounts using the filter row at the top. Once they find the account they want to import devices for they need to double click on the row.

5. The user will than need to provide a date range to pull the devices and meters.

6. When the user is satisfied with the devices they click Import to bring the devices and meter reads into the standard TCO meter import form.

7. The user can now import to the current TCO as they would with all other DCA tools.

Print Tracker 

Print Tracker uses a .csv export to import into the TCO

1. Login to Print Tracker from a web browser and open the Print Tracker Admin Tool
2. Under the Installations Tab, highlight the company for which you wish to create reports

3. Right click on the highlighted account and select the option “View Meters”

 After a few moments, the Print Tracker Meter Viewer will open

NOTE – The company should remain highlighted…if not, please make sure the correct company is chosen

4. Click on the ‘Show Options’ button to open the ‘Report Options’ dialog.
5. Choose a date range for the report, open the report selection dropdown, scan the list to find and select the ‘Compass CSV’ option.

Step 6 – Click on ‘Build Chart/Report’ button.

 

Print Audit 

Print Audit uses a .csv export to import into the TCO

1. Login to Print Audit from a web browser. From the main Facilities Manager Dashboard screen, select Reporting
2. Under the main Reporting Screen select Data Exports

 

3. Choose the Compass (CSV) Report Template option

4. In the parameter definition screen select the customer, site, date, and choice of managed and/or unmanaged device.  

Note that with Print Audit you will need to export and then import each date separately into the TCO.

Xerox XDA

Xerox XDA uses a .csv file to import into the TCO

1. Login to XDA from a web browser. From the Xerox Services Manager Admin page, choose the “Pursuits” tab.  You may then select a specific customer to export

2. Next, under the Actions dropdown, select Export/Import, then Meter Volume Export for an Excel .csv file of the meters

Kyocera Fleet Services (KFS)

Kyocera Fleet Services has a direct connect option (V3).  Also, you will need to have your URL info entered in the Administration Control Panel in Sherpa and will also need to have your email and password used to access Kyocera Fleet Services from the Sherpa TCO. Please see Administration Control Panel: Third Party Tools Tab document for more details on setup.

This is a free by request module, so please reach out to support to have turned on.

1. Choose KYOCERA Fleet Services from the drop down and click Open. Enter your Email Address and Password, click Login

2. Choose the Groups you want and click View Group Devices
3. You will now see the Data for devices reported by KFS. The top portion will show equipment that is not in Sherpa but is in KFS and the bottom portion will show equipment that is currently in Sherpa.

     4. Choose the data you would like transferred in to Sherpa.

 

Lexmark Fleet Manager

Lexmark Fleet Manager uses a .csv file to import into the TCO.  Once you have your file saved to a destination on your desktop, you can then go to the TCO tab within your Accounts tab:

Lexmark Fleet .csv file / Import/Export

Once you have your file saved to a destination on your desktop, you can then go to the TCO tab within your Accounts tab.  Go to the Import Meter Reads and choose Lexmark Fleet then click Open:

Browse to your file destination and import your file into your TCO.  You file will then import into your TCO:

From here you can choose to “select all” or control click to choose what equipment you want to add into the TCO area.  You can also choose the “Accounts Business Days” if your business is open 7 days a week, once you have made those choices, “Add Selected Models to TCO” it will then populate your Total volume, broken down by total, mono as well as color.  You will notice everything has now moved to the bottom of the screen.

Once you have done the above you can click “Transfer All Meter Reads to TCO List” and your equipment will now reflect in the TCO Tab of your Account.

EKM

This option will allow you to login to EKM through Sherpa and pull in information straight from the site. This requires some setup in the Administration Control Panel. Please see Administration Control Panel: Third Party Tools Tab document for more details.

1. Select the Import Meter Reads dropdown and click EKM.
2. Select Open. The connection window appears.
3. Select the Connection dropdown and click a connection. The connections in this dropdown reflect the connections you previously configured within the EKM control panel. Then select Ok.

NOTE: If only one connection is configured in the control panel, the connection window does not appear.

 

5. The EKM Accounts window appears. From here you can search for accounts by using the Account Name search field.
6. Select to highlight an account then click OK, or double-click the account row. The EKM Devices window appears displaying all devices associated to the account.
7. Select individual devices from the list or use the select all box to highlight all devices in the list.
8. Set the Meter date range using the Meter Start Date and Meter End Date fields at the bottom of the window.     
9. When finished, click Ok. The EKM Meter Reads window appears displaying the equipment based on the meter date range. 
10. In the Equipment to be added to Compass section, select the devices to add to the TCO, then click Add Selected Model(s) to TCO. 
11. Select Transfer All Meter Reads to TCO List. 
12. The TCO screen appears displaying all the device data imported from EKM within the date range you specified. From this screen, you can also calculate the cost of ownership. 

 

Last updated: 5/18/2023