Administration Control Panel: Third Party Tools Tab

While logged in as an Administrator, navigate to Administration > Control Panel > Third Party Tools tab.

Third Party Tools Tab

Sherpa integrates with several third parties. The Third Party Tools tab is where you will set those integrations up. Most are part of base code but some require by-request modules. If you would like to add these modules, please reach out to support@whitecupsolutions.com

Evolved Office (Fee-Based Module)

If you subscribe to EO and have the module you can create custom proposals through Evolved Office in the Financials tab (Sherpa SQL Customers only).  See the Module section in the User Manual for more information on using the feature. To set up the link you must obtain your User Name and Password from Evolved Office if you don't already have it. Then, enter the User and Password into the Evolved Office tab.

You can click the Test Connection button to make sure the credentials were successfully received, and you should get the message that the Connection was Successful. Click OK, and then Save in the Evolved Office Setup, and you will be able to use the Evolved Office Interface in the Financials Tab.

SalesScoreKeeper (Fee-Based Module)

If you subscribe to SSK and have the module, users can submit their closed sales to SalesScoreKeeper and have their closed sales submitted to SSK directly through Sherpa.

To set up the link you must first have the URL and License Key entered here; you will obtain this from SalesScoreKeeper.

The user submitting the order must also have the email address in the Manage Users area of Sherpa, be the same as the email address listed as the email address to log into SSK.  You can then click the Test Connection button to make sure the credentials were successfully received, and you should get the message that the Connection was Successful. Click OK, and then Save and you will be able to use the SalesScoreKeeper Interface in the Financials Tab.

Supplies Network (By-Request Module)

For customers on the Supplies Network’s mpsSELECT CPI Cost Per Image Service program or A La Carte Program, you will set up the integration here to price out your MPS opportunities through Printer Pricer. (Not available for Sync / Client versions of Sherpa) To set up the link, you will enter your Dealership ID from Supplies Network in the Authentication ID field under the GENERAL Tab. Then enter any margin you want to add to the CPI for Compatibles and OEM. The margin added will be added to your dealerships CPI before the sales rep sees their cost in Printer Pricer. You can also enter which Default Product Lines will pull when pricing out an opportunity in Printer Pricer under Default Consumables section.  In the BULK USER PRODUCT LINES Tab, you can then mass assign product lines to all authorized users using the Set for All Authorized Users button, or individual users in the system using the check boxes next to each user's name, so Reps will be able to use the Sherpa Printer Pricer to price out MPS opportunities using those product lines.  After you've entered in the information you will click Save Authentication to save your entries, and you can also use the Test Connection button to make sure the connection is working, and everything was entered correctly.

Note: We do partner with Supplies Network, which means that on the back end of Sherpa there is no mapping that you need to set up, as this is written on the back end of Sherpa.  There will be some manual processes that you will need to do before being able to import that spreadsheet into Sherpa and have it match with what our naming conventions are.  For additional information please see our document Printer Name Matching.

Print Fleet (Base Code)

To use the PrintFleet V3 API connection in the you will need to enter your Print Fleet Server URL here. You must be on Print Fleet Version 3.4 or higher and be sure there are no characters or spaces after the .com or .net of the URL.

UCC Filing (Base Code)

Dealers who purchase UCC Filing lists through EDA, can import the list and its equipment into Sherpa. Because the list will not contain an end of lease date, you will have to set an assumption for the lease end date as well as several months for the activity reminder.

• We take the date from the UCC filing and add X number of months to it to determine a date to put on the lease end activity that gets created for the UCC filing. We don’t know how long the lease actually is, so this is saying, if the UCC date (which should be close to the date the item was leased) is 1/1/2020, I want the activity reminder to follow up on this machine to be set 36 months out from 1/1/2020. That way if it’s a 60 month lease, I’ll be talking with that prospect 24 months prior to lease expiration.
• The second number is for when you transfer a UCC filing to the TCO. We know the machine is leased, but we do not know how long the lease is for. So, what do you want your default lease length to be for those items? 60 months is the standard but you could set it lower if you want.
• If no Primary Rep is assigned to the account, select a user to automatically have the lease end reminder assigned to from within your UCC Filing Tab of the Third-Party Tools. This could be an Admin or Sales Manager, to ensure that the reminder does not go unassigned and unmanaged.
• If no primary rep is assigned, it will go to a single named rep (if only one rep is assigned).
• Click the Save button to save changes.

GALC: GreatAmerica API and Credit App (By-Request Modules)

This tab is used to configure both the GreatAmerica credit app and the API.

Enter your GA Dealer ID you received from GreatAmerica. Provide a description if you choose.

Go to the Administration Menu, under Manage Users, Add/Edit Users, double-click on the user’s name you would like to have access to submit credit apps or Admins you would like to use the API. Click on the Dealer IDs tab and choose the appropriate ID under “Available Dealer IDs" (you may have more than one). This will move over to the “Assigned Dealer IDs” section. Then click the Submit button.

Reminder: Any changes made to a users profile will require that user to log out and back in to Sherpa for the changes to take effect.

CEO Juice (By-Request Modules)

This integration allows you to set up reports to run from Sherpa's EAuto interface. Before the integration can work properly, please reach out to CEO Juice (help@ceojuice.com) and request they do what is needed on their end for the Sherpa/CEO Juice integration.

You will need to enter in your Eautomate server setting (please reach out to your internal IT if you do not know this information).  This will give you access to the QBR report in the EA interface. If you would like to add in more reports, please request a list of reports available from CEO Juice, then plug them in to the Report Settings section.

U.S. Bank (By-Request Module)

This integration with U.S. Bank allows easy submission of your customer’s U.S. Bank Credit Application from the Opportunities tab in the Accounts screen.

Enter your web service User ID and Password you receive from U.S. Bank.

You can also add the default contacts to receive the pop-up when an application has a decision by choosing up to 2 people other than the user that submitted the application using the default contacts. If no other people are chosen, then the only person who can see the credit decision is the person that submitted the credit application.

Then use the +Add button to enter Dealer/Client information.

 

FMAudit(Printanisa) API (Base-code)

Printanista is a rename of FMAudit Central starting with version 4.5. 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. The API only returns accounts the logged in user has access to. You will set up FMAudit Central and Printanista in this section.

Click the +Add button to add a connection.

For FMAudit Central type in FMAudit Central in the API Name field. Type in the URL to connect to FMAudit Central, and add /webservices/publicapi.asmx at the end. Leave the API Key blank and choose v4.3+ for the API Version. Click Save Changes.

For Printanista type in Printanista as the API Name. Plug in the URL to connect to Printanista and add /webservices/publicapi.asmx at the end. Plug in the API Key that was created in the Printanista interface. Choose Printanisat v4.5+ for the API Version. Click Save Changes.

Kyocera Fleet Services (KFS) (By-Request Module)

To use the Kyocera Fleet services API connection in the TCO to automatically upload deices and meters, you will need to enter your Kyocera Fleet Services URL, Access ID, Access Password, Request from and Request To and save here.

Information that is pulled from KFS to Compass Sherpa: Manufacturer
• Model
• IP Address
• Serial Number
• Total Pages
• Mono Pages
• Color Pages
• Date and Description
Information from Kyocera:

You must give Manager level KFS User rights to your Sales professionals, so they can export the necessary information into Sherpa. Technical Services recommends adjusting and limiting each Users access as needed, since by default, a new Manager Users permission are all checked. At a minimum, List Reports/Graphical Reports must be checked. Checking or unchecking "MeterExport" will not affect SHERPA integration.
1. When setting up a new KFS User or Current user, Go to the User and select EditPermissions.
2.  Confirm List Reports/Graphical Reports are checked for your Sales User.

Connecting Compass Sherpa to KFS
To obtain access to KFS, you will need to request access credentials by emailing this information to support@da.kyocera.com:

Subject Line: KFS-Sherpa Integration Request

Dealer Name

Dealer Number

Your Name

Your Email Address

Your access credentials will be returned to the email address provided in approx. two Business days.

 

Credit Applications Tab (Base Code)

White Cup has partnered with LEAF Credit Solutions and First Citizens Bank (formerly CIT) to provide a seamless way for users to submit credit applications through Sherpa. This tab allows you to set them both up for use in the Financials tab.

Configuring LEAF

1. Within Sherpa, select Administration>Control Panel

2. In the Administrator System screen, select Third Party Tools.

3. Select Credit Applications. The Credit Application Credentials section appears.

4. Within the Credit Application Credentials section, click the Bank dropdown and select Add. The Add Credentials window appears. 

                                             

5.  Within this window, do the following:

   a. Click the Bank dropdown and select LEAF.

   b. Enter in a name for the bank (i.e., this could be a specific branch name)

   c. Under Credentials, enter in the Security Token and the LEAF Dealer Reference Number. These values are provided by           LEAF.

6. Click Save.

 

Configuring Users for Leaf

Sherpa allows for the admin configuring LEAF to enable specific users within their organization to submit credit applications to LEAF, as well as view credit application decisions.

1. Within the Credit Application Credentials section, expand the LEAF bank by clicking the (+) symbol. The List of authorized users displays.

2. In the Authorized column, select the users to enable them the ability to submit credit applications and view credit application decisions.

 

Configuring First Citizens Bank in Sherpa

1. Within Sherpa, select Administration

2. In the Administrator System screen, select Third Party Tools.

3. Select Credit Applications. The Credit Application Credentials section appears.

4. Within the Credit Application Credentials section, click the Bank dropdown and select Add. The Add Credentials window appears. 

                                                 

5. Within this window, do the following:

     a. Click the Bank dropdown and select CIT.

     b. Enter in a name for the bank (i.e., this could be a specific branch name)

     c. Under Credentials, enter in the DealerID provided by First Citizens Bank.

6. Click Save.

Configuring Users for First Citizens Bank

Sherpa allows for the admin configuring First Citizens to enable specific users within their organization to submit credit applications to First Citizens, as well as view credit application decisions.

1. Within the Credit Application Credentials section, expand the First Citizens bank by clicking the (+) symbol. The List of authorized users displays.

2. In the Authorized column, select the users to enable them the ability to submit credit applications and view credit application decisions.

                                                                            Configuring Drop Down Lists

Within the Drop Down Lists tab, administrators can configure pre-defined dropdowns that appear within the First Citizens Grouping section. These drop downs are located within a credit application for associated First Citizen banks configured to use these drop downs. For example, items in the Lease Program Type dropdown may differ from one First Citizens Bank branch to another. These dropdowns are:

• Purchase Option
• Lease Program Type
• Lease Special Terms

Users assigned to the specific branch in the previous scenario will see these configured drop downs. For example, John Smith is assigned to the First Citizens Waco branch. Lisa Jones is assigned to the First Citizens San Antonio branch. The CIT Waco branch has special values in the Lease Program Type dropdown that differ from San Antonio. John will see the special Lease Program Type values when processing a credit application. Lisa will not see these values.

To configure drop down lists:

1. Within the Credit Application Credentials section, expand the First Citizens entry by clicking the (+) symbol.

2. Select the Drop Down Lists tab.

3. If adding a dropdown, click the Drop Down Lists field and select Add. A new row appears in the Drop Down Lists grid.                                                                                                          

4. In the new row, click within the Field cell. A dropdown appears allowing you to select a dropdown.

5. Click within the Item cell and type in the name of the item to add to the dropdown list.

6. To delete an item from the dropdown, select the checkbox next to the corresponding item.

7. Select the Drop Down Lists arrow, and click Delete.

 

EKM Tab (Base Code)

Configuring EKM in Sherpa

1. Within Sherpa, select the Administration dropdown and click Control Panel. The Administrator System screen appears. 
2. In the Administrator System screen, select Third Party Tools. 
3. Select the EKM The EKM control panel appears. 
4. Within the control panel, click the Add (+) icon to add a row to the grid.
5. Enter in the Connection Name. It is recommended that the name clearly represent the customer.
6. Enter in the URL and KEY provided by EKM (support@ekmglobal.com) .

 

Last Edited: June 2023