Setting up and Configuring the One Click / FeneVision WEB Integration V1

This assumes you have the following information from FeneTech:

• URL for the FeneVision Web Endpoint
• Appropriate logo / image to utilize for the Design Tool

Please note that as we add new manufacturers for ALL FeneVision WEB integrations, that URL will need to be shared with the development team so we can set it up to be allowed. Please work with Mandy Carlino to get this completed.

With the above information, please follow the steps below to setup and configure the Integration. This has been split into 2 steps: 1) Setting up the Design Tool and 2) Enabling the Integration.

Setting up the Design Tool

1. Browse to the Tools Tab of the appropriate organization.

2. Expand the Design Tools accordion and click the “Add” button

3. On the Add Design Tool screen, you’ll need to enter the name, link, and add an image

4. Once entered, click the “Save” button to save the new Design Tool

5. Once saved, you will need to enable the new Design Tool by toggling the switcher next to the newly created Design Tool.

6. Ensure that once enabled the tool shows up on the “Active Design Tools” side of the table.

Setting up the Estimation Integration

The second half of this setup is to turn on the estimation integration. Once enabled, the option to import from FeneVision WEB will show up in the estimator’s product selector.

1. Browse to the Integrations Tab of the appropriate organization and click on the “Estimation” tab at the top of the list

2. From the estimation tab, click the FeneVision WEB card

3. From the FeneVision WEB card, click the “Authorize” button in the top right corner

4. When the confirmation screen comes up, click “OK”

5. After enabling, ensure the integration now shows in a “Connected” state