How to set up your ABC Integration with no existing catalog

Introduction

Integrating your Roofr catalog with ABC Supply ensures your material prices stay up to date, eliminating the need for manual updates. This guide will walk you through the setup process, whether you're new to the business or haven't placed an order with ABC Supply yet.

Pre-requisites

Before setting up your catalog, make sure you have:

• Connected your ABC Supply account in the Roofr Integrations page.
• Access to your material list and ABC SKU details (if available).

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Set Up Your Roofr-ABC Integration

1. Go to Your User Profile: In the top left corner of Roofr, click on your company name and select User Profile from the dropdown.
2. Select Integrations: Within your profile, click on the Integrations tab.
3. Connect to ABC: Ensure your ABC integration is active. This step is essential before uploading your line items so that Roofr can sync your catalog with ABC’s pricing.

Note: If you’d like to set up your catalog and don’t have your ABC account set up yet, you can continue with the following steps, however you’ll need to download and re-upload your catalog once you’ve set up your integration.

Access the Roofr Catalog

1. Log in to Roofr: Once you log in, you’ll be brought to your Job Board.
2. Navigate to the Catalog: On the left-hand side, select the Catalog option. If this is your first time setting up your Roofr Catalog, you’ll see a blank catalog waiting to be set up.

Prepare to Upload Items

1. Go to the Top Right: In the top right corner, you’ll find options to Manage Catalog or Add Item.
2. Shortcut Alert: To streamline your setup, choose Manage Catalog and then select Upload Catalog. This allows you to mass upload your items and pricing details all at once!

Download the CSV Template

1. Add New Catalog Items: On the upload page, select Add New Catalog Items.
2. Download the Template: Choose the Download Template option to get a CSV file.
3. Fill Out the CSV: Open the CSV file and fill in details about your items, such as:
   • Item Names: The materials you’ll be pricing.
   • Pricing Details: Cost per unit, unit type, etc.
   • ABC SKU Details: Include these if you have them already.

1. Tip: If you don’t have ABC SKU details yet, don’t worry! Check out the next step to see how to get them.

Gather Material Information from ABC

If you haven’t placed an ABC order yet, you’ll need some information from your ABC sales rep:

1. Request Material List: Contact your ABC rep and ask for a list of materials for your typical jobs. For instance, if you’re handling shingle roof replacements, request a list of materials for those jobs.
2. Ask for SKU Details: Be sure to ask your rep to include the ABC SKUs. This will make connecting your catalog items to ABC pricing much smoother.
3. Note: If you’ve placed ABC orders before, you can refer to your past invoices for this information. But if you’re brand new, your rep can gather it for you.

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Here is an example of an email you can send your ABC Supply contact:

Subject: ABC item SKUs

Body:Hi <branch contact name>,

Roofr has launched their integration with ABC and we need some help getting setup. I've attached a list of allthe materials I order from ABC. Can you please go ahead and put in the SKUs in the column that says "abc_sku"? This will help me have the latest pricing in my catalog automatically. I'll also be able to send you materialorders via the API soon which will speed things up for both of us.

Note: Different colours do have different SKUs. You can pick the SKU of the colour I order most often!

Thanks,

<name>

Finalize Your Catalog

Once your catalog items and ABC SKU details are uploaded:

• Your Roofr catalog will now connect directly to ABC Supply, ensuring up-to-date pricing and item details.
• Even if you’re new or haven’t placed an ABC order yet, as long as you have an ABC account, a material list, and the SKU details from your rep, your integration can be set up and ready to go!

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FAQs

What do I need before setting up my Roofr-ABC Supply integration?

• You need to ensure that your ABC Supply account is connected in the Roofr Integrations page and that you have access to your material list and ABC SKU details (if available).

How do I connect my ABC Supply account to Roofr?

• Go to your User Profile in Roofr (top left corner), click on your company name, select "User Profile," then go to the Integrations tab. From there, make sure your ABC integration is active.

Can I set up my Roofr catalog without an ABC Supply account or past orders?

• Yes, you can set up your catalog, but you will need to download and re-upload your catalog once your ABC account and integration are set up.

How do I access and upload items to my Roofr Catalog?

• After logging into Roofr, navigate to your Job Board, then go to the "Catalog" option on the left-hand side. To upload items, click on "Manage Catalog" and choose "Upload Catalog" to mass upload your items and pricing details.

Where can I find the template to upload my catalog items?

• In the "Manage Catalog" section, click "Add New Catalog Items" and select the "Download Template" option to get a CSV file.

What information do I need to fill out in the CSV template?

• You will need to fill out item names, pricing details (cost per unit, unit type), and ABC Supply SKU details (if available).

What if I don’t have the ABC Supply SKU details for my materials?

• If you don’t have the ABC SKUs, contact your ABC Supply sales rep and request a list of materials and their corresponding SKUs. If you’ve placed orders with ABC Supply before, you can refer to past invoices for this information.

How do I request the material list and SKUs from ABC Supply?

• You can email your ABC Supply contact with a request like the following:

‍Subject: ABC item SKUs
Body: "Hi [branch contact name], I need your help getting set up with Roofr’s integration. Could you please add the SKUs for the materials I typically order and send them to me?"

Can I use this integration if I haven’t placed an ABC Supply order yet?

• Yes, as long as you have an ABC Supply account, a material list, and SKU details from your ABC supply rep, you can still set up the integration.

How does the Roofr catalog stay up to date with ABC Supply’s pricing?

• Once your catalog is connected to ABC Supply, Roofr will automatically sync your catalog with the latest pricing and item details from ABC Supply.

What should I do once my catalog items and ABC Supply SKU details are uploaded?

• Your Roofr catalog will be linked to ABC Supply, ensuring that pricing and material details are always current. You’re all set to start using the integration!

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